Goodnow Investment Group

Goodnow Investment Group as of March 31, 2019

Portfolio Holdings for Goodnow Investment Group

Goodnow Investment Group holds 26 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carvana Co cl a (CVNA) 16.1 $116M 2.0M 58.06
Zebra Technologies (ZBRA) 12.6 $92M 437k 209.53
Credit Acceptance (CACC) 9.3 $67M 149k 451.93
Etsy (ETSY) 7.0 $51M 755k 67.22
Genesee & Wyoming 6.5 $47M 544k 87.14
Gardner Denver Hldgs 5.9 $43M 1.5M 27.81
Sinclair Broadcast 5.3 $39M 1.0M 38.48
Paypal Holdings (PYPL) 5.3 $38M 369k 103.84
Wayfair (W) 4.9 $36M 241k 148.45
TransDigm Group Incorporated (TDG) 4.8 $35M 77k 453.99
Gaming & Leisure Pptys (GLPI) 3.9 $28M 727k 38.57
Graftech International (EAF) 3.3 $24M 1.9M 12.79
Sensata Technolo (ST) 3.3 $24M 528k 45.02
Alliance Data Systems Corporation (BFH) 2.9 $21M 120k 174.98
Aircastle 2.5 $18M 907k 20.24
SEI Investments Company (SEIC) 2.1 $15M 290k 52.25
World Acceptance (WRLD) 1.0 $7.0M 60k 117.12
Comcast Corporation (CMCSA) 0.9 $6.7M 169k 39.98
Discovery Communications 0.6 $4.0M 159k 25.42
Gtt Communications 0.5 $3.6M 105k 34.70
Delphi Automotive Inc international (APTV) 0.3 $2.0M 25k 79.49
Te Connectivity Ltd for (TEL) 0.2 $1.8M 22k 80.77
Yelp Inc cl a (YELP) 0.2 $1.7M 50k 34.51
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $1.5M 4.3k 348.75
Garrett Motion (GTX) 0.2 $1.5M 100k 14.73
Charter Communications Inc New Cl A cl a (CHTR) 0.1 $867k 2.5k 346.80