Goodnow Investment Group as of Dec. 31, 2018
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 25 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zebra Technologies (ZBRA) | 13.8 | $73M | 459k | 159.23 | |
| Carvana Co cl a (CVNA) | 11.8 | $62M | 1.9M | 32.71 | |
| Credit Acceptance (CACC) | 10.9 | $58M | 152k | 381.76 | |
| Genesee & Wyoming | 7.8 | $41M | 557k | 74.02 | |
| Etsy (ETSY) | 6.9 | $37M | 771k | 47.57 | |
| Paypal Holdings (PYPL) | 5.9 | $31M | 371k | 84.09 | |
| Sinclair Broadcast | 5.7 | $31M | 1.2M | 26.34 | |
| Gardner Denver Hldgs | 5.5 | $29M | 1.4M | 20.45 | |
| Graftech International (EAF) | 4.7 | $25M | 2.2M | 11.44 | |
| Sensata Technolo (ST) | 4.5 | $24M | 531k | 44.84 | |
| Gaming & Leisure Pptys (GLPI) | 4.5 | $24M | 733k | 32.31 | |
| Wayfair (W) | 4.2 | $23M | 250k | 90.08 | |
| Aircastle | 3.0 | $16M | 915k | 17.24 | |
| Metro Bank Plc Ord Gbp0.000001 Isin #gb00bz6stl67 Sedol #bz6stl6 | 2.6 | $14M | 642k | 21.58 | |
| SEI Investments Company (SEIC) | 2.5 | $14M | 293k | 46.20 | |
| Dollar Tree (DLTR) | 1.2 | $6.5M | 72k | 90.31 | |
| World Acceptance (WRLD) | 1.2 | $6.2M | 61k | 102.27 | |
| Comcast Corporation (CMCSA) | 1.1 | $5.8M | 170k | 34.05 | |
| Discovery Communications | 0.7 | $3.7M | 160k | 23.08 | |
| Yelp Inc cl a (YELP) | 0.3 | $1.8M | 50k | 34.98 | |
| Te Connectivity Ltd for (TEL) | 0.3 | $1.7M | 22k | 75.64 | |
| Delphi Automotive Inc international (APTV) | 0.3 | $1.5M | 25k | 61.56 | |
| Fluor Corporation (FLR) | 0.2 | $1.3M | 40k | 32.20 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.1M | 4.5k | 244.84 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $712k | 2.5k | 284.80 |
