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 |