Goodnow Investment Group as of Dec. 31, 2019
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 19.8 | $148M | 1.6M | 92.05 | |
| Zebra Technologies (ZBRA) | 14.9 | $111M | 435k | 255.44 | |
| Credit Acceptance (CACC) | 8.6 | $64M | 145k | 442.33 | |
| Etsy (ETSY) | 6.8 | $51M | 1.1M | 44.30 | |
| TransDigm Group Incorporated (TDG) | 6.3 | $47M | 84k | 560.00 | |
| Gardner Denver Hldgs | 5.6 | $42M | 1.1M | 36.68 | |
| Paypal Holdings (PYPL) | 5.3 | $40M | 368k | 108.17 | |
| Yelp Inc cl a (YELP) | 3.6 | $27M | 776k | 34.83 | |
| Gaming & Leisure Pptys (GLPI) | 3.6 | $27M | 618k | 43.05 | |
| Aircastle | 3.3 | $25M | 779k | 32.01 | |
| Sensata Technolo (ST) | 3.2 | $24M | 444k | 53.87 | |
| SEI Investments Company (SEIC) | 3.1 | $23M | 352k | 65.48 | |
| Wayfair (W) | 2.9 | $22M | 239k | 90.37 | |
| Godaddy Inc cl a (GDDY) | 2.5 | $18M | 270k | 67.92 | |
| Sinclair Broadcast | 2.4 | $18M | 533k | 33.34 | |
| Strategic Education (STRA) | 2.1 | $16M | 98k | 158.90 | |
| Graftech International (EAF) | 1.8 | $13M | 1.2M | 11.62 | |
| Delphi Automotive Inc international (APTV) | 1.1 | $8.6M | 91k | 94.97 | |
| World Acceptance (WRLD) | 1.1 | $8.4M | 97k | 86.40 | |
| Viacomcbs (PARA) | 1.1 | $8.2M | 196k | 41.97 | |
| Discovery Communications | 0.7 | $5.3M | 173k | 30.49 | |
| Comcast Corporation (CMCSA) | 0.1 | $987k | 22k | 44.99 | |
| Michael Kors Holdings Ord (CPRI) | 0.1 | $492k | 13k | 38.17 |
