Goodnow Investment Group as of June 30, 2014
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 33 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Green Mtn | 13.0 | $87M | 696k | 124.61 | |
| Genesee & Wyoming | 8.5 | $56M | 536k | 105.00 | |
| Aircastle | 5.7 | $38M | 2.1M | 17.77 | |
| Apple (AAPL) | 5.2 | $35M | 375k | 92.93 | |
| Hertz Global Holdings | 5.1 | $34M | 1.2M | 28.03 | |
| eBay (EBAY) | 5.1 | $34M | 680k | 50.06 | |
| United Rentals (URI) | 4.5 | $30M | 287k | 104.73 | |
| Gaming & Leisure Pptys (GLPI) | 4.0 | $27M | 779k | 33.97 | |
| Neustar | 3.8 | $25M | 977k | 26.02 | |
| Qualcomm (QCOM) | 3.7 | $25M | 315k | 79.20 | |
| Express Scripts Holding | 3.6 | $24M | 349k | 69.33 | |
| Gap (GPS) | 3.6 | $24M | 576k | 41.57 | |
| Vistaprint N V | 3.4 | $23M | 563k | 40.46 | |
| Dollar Tree (DLTR) | 3.3 | $22M | 398k | 54.46 | |
| Amphenol Corporation (APH) | 2.9 | $19M | 199k | 96.34 | |
| Credit Acceptance (CACC) | 2.9 | $19M | 156k | 123.10 | |
| Discovery Communications | 2.7 | $18M | 249k | 72.59 | |
| Nu Skin Enterprises (NUS) | 2.6 | $17M | 235k | 73.96 | |
| TRW Automotive Holdings | 2.5 | $17M | 184k | 89.52 | |
| Cognizant Technology Solutions (CTSH) | 2.4 | $16M | 320k | 48.91 | |
| Copart (CPRT) | 1.7 | $12M | 322k | 35.96 | |
| Zebra Technologies (ZBRA) | 1.6 | $11M | 131k | 82.32 | |
| General Motors Company (GM) | 1.5 | $9.8M | 271k | 36.30 | |
| Penske Automotive (PAG) | 1.5 | $9.7M | 196k | 49.50 | |
| World Acceptance (WRLD) | 1.4 | $9.6M | 127k | 75.96 | |
| Asbury Automotive (ABG) | 1.1 | $7.0M | 102k | 68.74 | |
| SEI Investments Company (SEIC) | 1.0 | $6.8M | 208k | 32.77 | |
| Strayer Education | 1.0 | $6.6M | 125k | 52.51 | |
| Seaworld Entertainment (PRKS) | 0.2 | $1.6M | 56k | 28.33 | |
| Lithia Motors (LAD) | 0.2 | $1.4M | 15k | 94.08 | |
| Tripadvisor (TRIP) | 0.1 | $860k | 7.9k | 108.63 | |
| Commscope Hldg (COMM) | 0.1 | $502k | 22k | 23.13 | |
| Fleetmatics | 0.0 | $217k | 6.7k | 32.34 |
