Goodnow Investment Group as of Sept. 30, 2018
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 27 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 14.8 | $102M | 1.7M | 59.09 | |
| Zebra Technologies (ZBRA) | 11.8 | $81M | 458k | 176.83 | |
| Credit Acceptance (CACC) | 9.6 | $66M | 150k | 438.07 | |
| Genesee & Wyoming | 7.4 | $51M | 556k | 90.99 | |
| Alliance Data Systems Corporation (BFH) | 6.3 | $43M | 183k | 236.16 | |
| Gardner Denver Hldgs | 6.3 | $43M | 1.5M | 28.34 | |
| Wayfair (W) | 6.0 | $41M | 281k | 147.67 | |
| Etsy (ETSY) | 5.5 | $38M | 741k | 51.38 | |
| Sinclair Broadcast | 4.9 | $34M | 1.2M | 28.35 | |
| Graftech International (EAF) | 4.5 | $31M | 1.6M | 19.51 | |
| Paypal Holdings (PYPL) | 4.5 | $31M | 347k | 87.84 | |
| Gaming & Leisure Pptys (GLPI) | 3.8 | $26M | 732k | 35.25 | |
| Sensata Technolo (ST) | 3.7 | $25M | 512k | 49.55 | |
| SEI Investments Company (SEIC) | 2.6 | $18M | 291k | 61.10 | |
| Aircastle | 2.5 | $17M | 770k | 21.91 | |
| Lennar Corporation (LEN) | 1.2 | $8.5M | 182k | 46.69 | |
| Axalta Coating Sys (AXTA) | 1.2 | $8.1M | 277k | 29.16 | |
| Comcast Corporation (CMCSA) | 0.9 | $6.0M | 170k | 35.41 | |
| Dollar Tree (DLTR) | 0.8 | $5.8M | 72k | 81.55 | |
| Discovery Communications | 0.7 | $4.7M | 160k | 29.58 | |
| Strategic Education (STRA) | 0.5 | $3.4M | 25k | 137.04 | |
| Fluor Corporation (FLR) | 0.1 | $864k | 15k | 58.08 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $835k | 3.0k | 282.09 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $815k | 2.5k | 326.00 | |
| Facebook Inc cl a (META) | 0.1 | $490k | 3.0k | 164.43 | |
| Delphi Automotive Inc international (APTV) | 0.1 | $412k | 4.9k | 83.91 | |
| Tronox | 0.0 | $299k | 25k | 11.94 |
