Goodnow Investment Group as of June 30, 2018
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 31 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 12.2 | $76M | 1.8M | 41.60 | |
| Zebra Technologies (ZBRA) | 11.3 | $71M | 494k | 143.25 | |
| Credit Acceptance (CACC) | 9.6 | $60M | 171k | 353.40 | |
| Genesee & Wyoming | 7.4 | $47M | 574k | 81.32 | |
| Etsy (ETSY) | 6.2 | $39M | 916k | 42.19 | |
| Sinclair Broadcast | 6.1 | $38M | 1.2M | 32.15 | |
| Alliance Data Systems Corporation (BFH) | 5.6 | $35M | 152k | 233.20 | |
| Wayfair (W) | 5.3 | $33M | 281k | 118.76 | |
| Strayer Education | 4.8 | $30M | 269k | 113.01 | |
| Paypal Holdings (PYPL) | 4.5 | $28M | 341k | 83.27 | |
| Gaming & Leisure Pptys (GLPI) | 4.4 | $28M | 767k | 35.80 | |
| Gardner Denver Hldgs | 4.0 | $25M | 856k | 29.39 | |
| Sensata Technolo (ST) | 3.5 | $22M | 460k | 47.58 | |
| Aircastle | 2.8 | $18M | 861k | 20.50 | |
| SEI Investments Company (SEIC) | 2.6 | $17M | 264k | 62.52 | |
| Graftech International (EAF) | 2.0 | $13M | 701k | 17.99 | |
| Lennar Corporation (LEN) | 1.5 | $9.5M | 181k | 52.50 | |
| Axalta Coating Sys (AXTA) | 1.3 | $8.3M | 276k | 30.31 | |
| Discovery Communications | 1.1 | $6.8M | 268k | 25.50 | |
| Dollar Tree (DLTR) | 1.0 | $6.1M | 71k | 85.00 | |
| Comcast Corporation (CMCSA) | 0.9 | $5.6M | 169k | 32.81 | |
| U.s. Concrete Inc Cmn | 0.5 | $3.2M | 60k | 52.50 | |
| Yelp Inc cl a (YELP) | 0.3 | $2.1M | 53k | 39.18 | |
| Cimpress N V Shs Euro | 0.3 | $1.7M | 12k | 144.99 | |
| Cbiz (CBZ) | 0.2 | $1.3M | 58k | 23.01 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $733k | 2.5k | 293.20 | |
| Fluor Corporation (FLR) | 0.1 | $719k | 15k | 48.80 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $691k | 3.0k | 233.45 | |
| Facebook Inc cl a (META) | 0.1 | $583k | 3.0k | 194.33 | |
| Delphi Automotive Inc international (APTV) | 0.1 | $443k | 4.8k | 91.53 | |
| Summit Matls Inc cl a (SUM) | 0.0 | $257k | 9.8k | 26.28 |
