Goodnow Investment Group as of Dec. 31, 2014
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 27 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Green Mtn | 13.3 | $89M | 672k | 132.40 | |
| Genesee & Wyo Cl A | 7.7 | $52M | 576k | 89.92 | |
| Aircastle | 6.4 | $43M | 2.0M | 21.37 | |
| Cognizant Technology Solutio Cl A (CTSH) | 6.0 | $40M | 760k | 52.66 | |
| Zebra Technologies Corp Cl A (ZBRA) | 5.2 | $35M | 454k | 77.41 | |
| eBay (EBAY) | 5.2 | $35M | 616k | 56.12 | |
| Cimpress N V Shs Euro | 5.1 | $34M | 455k | 74.84 | |
| United Rentals (URI) | 4.8 | $32M | 316k | 102.01 | |
| Qualcomm (QCOM) | 4.8 | $32M | 431k | 74.33 | |
| Penske Automotive (PAG) | 4.2 | $28M | 569k | 49.07 | |
| Neustar Cl A | 3.6 | $24M | 875k | 27.80 | |
| Commscope Hldg (COMM) | 3.5 | $24M | 1.0M | 22.83 | |
| Credit Acceptance (CACC) | 3.4 | $23M | 168k | 136.41 | |
| TRW Automotive Holdings | 3.4 | $23M | 219k | 102.85 | |
| World Acceptance (WRLD) | 3.3 | $22M | 282k | 79.45 | |
| Gap (GPS) | 3.2 | $22M | 510k | 42.11 | |
| Gaming & Leisure Pptys (GLPI) | 2.7 | $18M | 616k | 29.34 | |
| Fluor Corporation (FLR) | 2.5 | $17M | 278k | 60.63 | |
| Asbury Automotive (ABG) | 2.1 | $14M | 186k | 75.92 | |
| Dollar Tree (DLTR) | 1.9 | $12M | 176k | 70.38 | |
| Discovery Communicatns Com Ser C | 1.8 | $12M | 352k | 33.72 | |
| Strayer Education | 1.8 | $12M | 158k | 74.28 | |
| SEI Investments Company (SEIC) | 1.5 | $10M | 252k | 40.04 | |
| General Motors Company (GM) | 1.5 | $9.8M | 280k | 34.91 | |
| Amphenol Corp Cl A (APH) | 1.0 | $6.9M | 128k | 53.81 | |
| Tripadvisor (TRIP) | 0.1 | $619k | 8.3k | 74.70 | |
| Fleetmatics | 0.0 | $239k | 6.7k | 35.46 |
