Goodnow Investment Group as of Sept. 30, 2017
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 23 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 11.8 | $57M | 893k | 64.03 | |
| Credit Acceptance (CACC) | 11.7 | $57M | 202k | 280.17 | |
| Zebra Technologies (ZBRA) | 11.1 | $54M | 495k | 108.58 | |
| Genesee & Wyoming | 8.6 | $42M | 566k | 74.01 | |
| Sinclair Broadcast | 7.9 | $38M | 1.2M | 32.05 | |
| Strayer Education | 7.1 | $35M | 396k | 87.27 | |
| Commscope Hldg (COMM) | 5.4 | $26M | 788k | 33.21 | |
| Gaming & Leisure Pptys (GLPI) | 5.4 | $26M | 707k | 36.89 | |
| Etsy (ETSY) | 4.8 | $23M | 1.4M | 16.88 | |
| Cimpress N V Shs Euro | 4.5 | $22M | 226k | 97.66 | |
| SEI Investments Company (SEIC) | 4.0 | $20M | 321k | 61.06 | |
| Dollar Tree (DLTR) | 3.7 | $18M | 207k | 86.82 | |
| Aircastle | 3.3 | $16M | 723k | 22.29 | |
| Wayfair (W) | 3.3 | $16M | 239k | 67.40 | |
| Carvana Co cl a (CVNA) | 2.5 | $12M | 829k | 14.68 | |
| Sensata Technologies Hldg Bv | 1.0 | $5.0M | 104k | 48.07 | |
| Discovery Communications | 1.0 | $4.9M | 243k | 20.26 | |
| Quintiles Transnatio Hldgs I | 0.9 | $4.3M | 46k | 95.08 | |
| Quanex Building Products Corporation (NX) | 0.5 | $2.6M | 114k | 22.95 | |
| Sportsmans Whse Hldgs (SPWH) | 0.5 | $2.4M | 525k | 4.51 | |
| Yelp Inc cl a (YELP) | 0.5 | $2.3M | 54k | 43.31 | |
| Comcast Corporation (CMCSA) | 0.2 | $967k | 25k | 38.48 | |
| Fluor Corporation (FLR) | 0.1 | $632k | 15k | 42.08 |
