Goodnow Investment Group as of Dec. 31, 2017
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 26 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 11.9 | $65M | 201k | 323.48 | |
| Paypal Holdings (PYPL) | 11.8 | $65M | 877k | 73.62 | |
| Zebra Technologies (ZBRA) | 9.5 | $52M | 501k | 103.80 | |
| Sinclair Broadcast | 8.2 | $45M | 1.2M | 37.85 | |
| Genesee & Wyoming | 8.1 | $44M | 562k | 78.73 | |
| Strayer Education | 6.1 | $33M | 373k | 89.58 | |
| Commscope Hldg (COMM) | 5.5 | $30M | 786k | 37.83 | |
| Etsy (ETSY) | 5.1 | $28M | 1.4M | 20.45 | |
| Gaming & Leisure Pptys (GLPI) | 4.8 | $26M | 703k | 37.00 | |
| Cimpress N V Shs Euro | 4.7 | $26M | 213k | 119.88 | |
| Wayfair (W) | 4.2 | $23M | 283k | 80.27 | |
| Dollar Tree (DLTR) | 3.8 | $21M | 194k | 107.31 | |
| SEI Investments Company (SEIC) | 3.5 | $19M | 268k | 71.86 | |
| Carvana Co cl a (CVNA) | 3.4 | $19M | 970k | 19.12 | |
| Aircastle | 3.1 | $17M | 721k | 23.39 | |
| Sensata Technologies Hldg Bv | 2.1 | $12M | 225k | 51.11 | |
| Discovery Communications | 1.1 | $5.7M | 271k | 21.17 | |
| Alliance Data Systems Corporation (BFH) | 0.9 | $5.0M | 20k | 253.50 | |
| Iqvia Holdings (IQV) | 0.8 | $4.4M | 45k | 97.90 | |
| Yelp Inc cl a (YELP) | 0.4 | $2.3M | 54k | 41.96 | |
| Axalta Coating Sys (AXTA) | 0.2 | $1.3M | 40k | 32.36 | |
| Sportsmans Whse Hldgs (SPWH) | 0.2 | $1.2M | 181k | 6.61 | |
| Comcast Corporation (CMCSA) | 0.2 | $1.0M | 25k | 40.06 | |
| Quanex Building Products Corporation (NX) | 0.2 | $992k | 42k | 23.40 | |
| Fluor Corporation (FLR) | 0.1 | $772k | 15k | 51.64 | |
| Ball Corporation (BALL) | 0.1 | $374k | 9.9k | 37.89 |
