Goodnow Investment Group as of March 31, 2020
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Co cl a (CVNA) | 18.1 | $95M | 1.7M | 55.09 | |
| Zebra Technologies (ZBRA) | 14.6 | $77M | 418k | 183.60 | |
| Etsy (ETSY) | 8.7 | $46M | 1.2M | 38.44 | |
| Credit Acceptance (CACC) | 7.0 | $37M | 143k | 255.69 | |
| Paypal Holdings (PYPL) | 6.9 | $36M | 377k | 95.74 | |
| Ingersoll Rand (IR) | 5.7 | $30M | 1.2M | 24.80 | |
| TransDigm Group Incorporated (TDG) | 4.8 | $25M | 79k | 320.19 | |
| Gaming & Leisure Pptys (GLPI) | 4.1 | $22M | 775k | 27.71 | |
| Godaddy Inc cl a (GDDY) | 4.1 | $21M | 373k | 57.11 | |
| Strategic Education (STRA) | 3.5 | $18M | 131k | 139.76 | |
| SEI Investments Company (SEIC) | 3.3 | $17M | 370k | 46.34 | |
| Wayfair (W) | 3.2 | $17M | 316k | 53.44 | |
| Yelp Inc cl a (YELP) | 3.0 | $16M | 879k | 18.03 | |
| Sensata Technolo (ST) | 2.7 | $14M | 498k | 28.93 | |
| Gartner (IT) | 1.5 | $8.1M | 81k | 99.57 | |
| Nexstar Broadcasting (NXST) | 1.4 | $7.4M | 129k | 57.73 | |
| Discovery Communications | 1.4 | $7.2M | 411k | 17.54 | |
| Cae (CAE) | 1.3 | $6.9M | 546k | 12.62 | |
| Chewy Inc cl a (CHWY) | 1.1 | $5.6M | 149k | 37.49 | |
| Delphi Automotive Inc international (APTV) | 1.0 | $5.5M | 111k | 49.24 | |
| Graftech International (EAF) | 1.0 | $5.2M | 643k | 8.12 | |
| World Acceptance (WRLD) | 0.9 | $4.6M | 84k | 54.61 | |
| IAC/InterActive | 0.5 | $2.4M | 14k | 179.23 | |
| Viacomcbs (PARA) | 0.2 | $961k | 69k | 14.00 | |
| Comcast Corporation (CMCSA) | 0.1 | $777k | 23k | 34.37 | |
| Michael Kors Holdings Ord (CPRI) | 0.0 | $143k | 13k | 10.78 |
