Goodnow Investment Group as of June 30, 2015
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 27 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zebra Technologies Corp Cl A (ZBRA) | 8.1 | $50M | 454k | 111.05 | |
| Genesee & Wyo Cl A | 7.2 | $45M | 587k | 76.18 | |
| Aircastle | 7.2 | $45M | 2.0M | 22.67 | |
| United Rentals (URI) | 6.7 | $42M | 479k | 87.62 | |
| Credit Acceptance (CACC) | 6.7 | $42M | 171k | 246.18 | |
| Keurig Green Mtn | 6.7 | $42M | 543k | 76.63 | |
| Cimpress N V Shs Euro | 6.2 | $38M | 456k | 84.16 | |
| eBay (EBAY) | 6.0 | $38M | 624k | 60.24 | |
| Commscope Hldg (COMM) | 5.1 | $32M | 1.0M | 30.51 | |
| Penske Automotive (PAG) | 4.9 | $30M | 581k | 52.11 | |
| World Acceptance (WRLD) | 4.8 | $30M | 486k | 61.51 | |
| Neustar Cl A | 4.8 | $30M | 1.0M | 29.21 | |
| Qualcomm (QCOM) | 4.4 | $28M | 440k | 62.63 | |
| Strayer Education | 4.1 | $25M | 586k | 43.10 | |
| Gaming & Leisure Pptys (GLPI) | 3.8 | $24M | 642k | 36.66 | |
| SEI Investments Company (SEIC) | 2.5 | $16M | 317k | 49.03 | |
| Sinclair Broadcast Group Cl A | 2.0 | $13M | 446k | 27.91 | |
| Discovery Communicatns Com Ser C | 1.8 | $11M | 359k | 31.08 | |
| General Motors Company (GM) | 1.7 | $11M | 326k | 33.33 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.7 | $11M | 175k | 61.09 | |
| Amphenol Corp Cl A (APH) | 1.3 | $8.3M | 143k | 57.97 | |
| Asbury Automotive (ABG) | 1.3 | $7.9M | 87k | 90.62 | |
| Pinnacle Entertainment | 0.4 | $2.3M | 62k | 37.28 | |
| JD Spon Adr Cl A (JD) | 0.3 | $2.2M | 64k | 34.10 | |
| Actuant Corp Cl A New | 0.1 | $927k | 40k | 23.09 | |
| Tripadvisor (TRIP) | 0.1 | $723k | 8.3k | 87.13 | |
| Fleetmatics | 0.1 | $316k | 6.7k | 46.88 |
