Goodnow Investment Group as of Dec. 31, 2013
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 27 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Green Mountain Coffee Roasters | 10.6 | $66M | 872k | 75.54 | |
| Genesee & Wyo Cl A | 8.3 | $51M | 535k | 96.05 | |
| Neustar Cl A | 8.0 | $49M | 991k | 49.86 | |
| Express Scripts Holding | 7.1 | $44M | 629k | 70.24 | |
| Hertz Global Holdings | 6.3 | $39M | 1.4M | 28.62 | |
| Aircastle | 6.2 | $38M | 2.0M | 19.16 | |
| Apple (AAPL) | 5.7 | $35M | 63k | 561.02 | |
| Vistaprint N V SHS | 4.9 | $30M | 535k | 56.85 | |
| eBay (EBAY) | 4.8 | $30M | 546k | 54.87 | |
| United Rentals (URI) | 4.0 | $25M | 318k | 77.95 | |
| Polypore International | 3.8 | $24M | 612k | 38.90 | |
| Qualcomm (QCOM) | 3.8 | $23M | 315k | 74.25 | |
| Gap (GPS) | 3.5 | $22M | 556k | 39.08 | |
| Dollar Tree (DLTR) | 3.5 | $22M | 385k | 56.42 | |
| Discovery Communicatns Com Ser C | 3.2 | $20M | 239k | 83.86 | |
| Credit Acceptance (CACC) | 3.1 | $19M | 149k | 129.99 | |
| Amphenol Corp Cl A (APH) | 3.1 | $19M | 214k | 89.18 | |
| Gaming & Leisure Pptys (GLPI) | 2.0 | $13M | 249k | 50.81 | |
| Copart (CPRT) | 1.8 | $11M | 305k | 36.65 | |
| General Motors Company (GM) | 1.8 | $11M | 267k | 40.87 | |
| SEI Investments Company (SEIC) | 1.2 | $7.2M | 206k | 34.73 | |
| Nu Skin Enterprises Cl A (NUS) | 1.1 | $7.0M | 51k | 138.22 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.8 | $4.9M | 49k | 100.97 | |
| Strayer Education | 0.8 | $4.7M | 138k | 34.47 | |
| Motorola Solutions Com New (MSI) | 0.3 | $1.7M | 26k | 67.50 | |
| Cleveland BioLabs | 0.1 | $656k | 561k | 1.17 | |
| Tripadvisor (TRIP) | 0.1 | $632k | 7.6k | 82.86 |
