Goodnow Investment Group as of March 31, 2018
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 30 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zebra Technologies (ZBRA) | 13.1 | $70M | 503k | 139.19 | |
| Credit Acceptance (CACC) | 10.7 | $57M | 172k | 330.41 | |
| Genesee & Wyoming | 7.7 | $41M | 580k | 70.79 | |
| Carvana Co cl a (CVNA) | 7.2 | $39M | 1.7M | 22.93 | |
| Strayer Education | 7.2 | $39M | 383k | 101.05 | |
| Etsy (ETSY) | 7.1 | $38M | 1.3M | 28.06 | |
| Sinclair Broadcast | 7.0 | $37M | 1.2M | 31.30 | |
| Alliance Data Systems Corporation (BFH) | 4.9 | $26M | 123k | 212.86 | |
| Gaming & Leisure Pptys (GLPI) | 4.4 | $23M | 700k | 33.47 | |
| Paypal Holdings (PYPL) | 4.3 | $23M | 305k | 75.87 | |
| SEI Investments Company (SEIC) | 3.8 | $20M | 267k | 74.91 | |
| Wayfair (W) | 3.6 | $19M | 286k | 67.53 | |
| Sensata Technolo (ST) | 3.4 | $18M | 346k | 51.83 | |
| Aircastle | 3.1 | $17M | 828k | 19.86 | |
| Commscope Hldg (COMM) | 2.9 | $16M | 388k | 39.97 | |
| Gardner Denver Hldgs | 2.4 | $13M | 411k | 30.68 | |
| Axalta Coating Sys (AXTA) | 1.6 | $8.4M | 278k | 30.19 | |
| Dollar Tree (DLTR) | 1.2 | $6.5M | 68k | 94.89 | |
| Comcast Corporation (CMCSA) | 1.1 | $5.8M | 171k | 34.17 | |
| Discovery Communications | 1.0 | $5.3M | 271k | 19.52 | |
| Iqvia Holdings (IQV) | 0.8 | $4.4M | 45k | 98.11 | |
| Yelp Inc cl a (YELP) | 0.4 | $2.2M | 54k | 41.74 | |
| Cimpress N V Shs Euro | 0.3 | $1.8M | 12k | 154.69 | |
| Cbiz (CBZ) | 0.2 | $1.1M | 58k | 18.26 | |
| Fluor Corporation (FLR) | 0.2 | $855k | 15k | 57.21 | |
| Lennar Corporation (LEN) | 0.1 | $585k | 9.9k | 58.97 | |
| Vulcan Materials Company (VMC) | 0.1 | $566k | 5.0k | 114.11 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $609k | 3.0k | 204.36 | |
| Delphi Automotive Inc international (APTV) | 0.1 | $421k | 5.0k | 84.88 | |
| Summit Matls Inc cl a (SUM) | 0.1 | $300k | 9.9k | 30.24 |
