Goodnow Investment Group as of Sept. 30, 2014
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 30 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Green Mtn | 14.1 | $91M | 697k | 130.13 | |
| Genesee & Wyo Cl A | 8.0 | $51M | 538k | 95.31 | |
| eBay (EBAY) | 6.0 | $39M | 682k | 56.63 | |
| Cognizant Technology Solutio Cl A (CTSH) | 5.5 | $35M | 783k | 44.77 | |
| Aircastle | 5.4 | $35M | 2.1M | 16.36 | |
| Qualcomm (QCOM) | 4.8 | $31M | 416k | 74.77 | |
| Vistaprint N V SHS | 4.8 | $31M | 565k | 54.79 | |
| Dollar Tree (DLTR) | 4.3 | $27M | 489k | 56.07 | |
| United Rentals (URI) | 4.1 | $26M | 238k | 111.10 | |
| Gaming & Leisure Pptys (GLPI) | 3.8 | $24M | 781k | 30.90 | |
| Gap (GPS) | 3.8 | $24M | 578k | 41.69 | |
| TRW Automotive Holdings | 3.3 | $22M | 212k | 101.25 | |
| Credit Acceptance (CACC) | 3.2 | $20M | 161k | 126.07 | |
| Amphenol Corp Cl A (APH) | 3.1 | $20M | 197k | 99.86 | |
| Neustar Cl A | 3.0 | $19M | 780k | 24.83 | |
| Discovery Communicatns Com Ser C | 2.8 | $18M | 491k | 37.28 | |
| Commscope Hldg (COMM) | 2.8 | $18M | 740k | 23.91 | |
| World Acceptance (WRLD) | 2.7 | $17M | 253k | 67.50 | |
| Hertz Global Holdings | 2.5 | $16M | 620k | 25.39 | |
| Strayer Education | 2.0 | $13M | 215k | 59.88 | |
| Asbury Automotive (ABG) | 1.9 | $12M | 192k | 64.42 | |
| Zebra Technologies Corp Cl A (ZBRA) | 1.7 | $11M | 158k | 70.97 | |
| Penske Automotive (PAG) | 1.5 | $9.6M | 236k | 40.59 | |
| General Motors Company (GM) | 1.4 | $8.7M | 272k | 31.94 | |
| Copart (CPRT) | 1.3 | $8.3M | 265k | 31.32 | |
| SEI Investments Company (SEIC) | 1.2 | $7.9M | 220k | 36.16 | |
| Apple (AAPL) | 0.9 | $5.5M | 55k | 100.75 | |
| Tripadvisor (TRIP) | 0.1 | $759k | 8.3k | 91.37 | |
| Coach | 0.1 | $714k | 20k | 35.61 | |
| Fleetmatics | 0.0 | $206k | 6.8k | 30.47 |
