Goodnow Investment Group as of Sept. 30, 2015
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 32 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Aircastle | 7.5 | $39M | 1.9M | 20.61 | |
Credit Acceptance (CACC) | 7.3 | $38M | 192k | 196.87 | |
Zebra Technologies Corp Cl A (ZBRA) | 6.8 | $35M | 460k | 76.55 | |
Cimpress N V Shs Euro | 6.7 | $35M | 456k | 76.11 | |
Genesee & Wyo Cl A | 6.6 | $35M | 584k | 59.08 | |
Strayer Education | 6.6 | $34M | 622k | 54.97 | |
Commscope Hldg (COMM) | 5.9 | $31M | 1.0M | 30.03 | |
Paypal Holdings (PYPL) | 5.8 | $30M | 977k | 31.04 | |
Penske Automotive (PAG) | 5.4 | $28M | 578k | 48.44 | |
Neustar Cl A | 5.3 | $28M | 1.0M | 27.21 | |
Gaming & Leisure Pptys (GLPI) | 5.2 | $27M | 906k | 29.70 | |
United Rentals (URI) | 3.9 | $20M | 339k | 60.05 | |
World Acceptance (WRLD) | 3.2 | $17M | 627k | 26.84 | |
SEI Investments Company (SEIC) | 2.9 | $15M | 315k | 48.23 | |
eBay (EBAY) | 2.9 | $15M | 621k | 24.44 | |
Dollar Tree (DLTR) | 2.4 | $13M | 189k | 66.66 | |
Qualcomm (QCOM) | 2.3 | $12M | 219k | 53.73 | |
Discovery Communicatns Com Ser C | 2.2 | $12M | 480k | 24.29 | |
Sinclair Broadcast Group Cl A | 2.2 | $11M | 444k | 25.32 | |
Cognizant Technology Solutio Cl A (CTSH) | 2.1 | $11M | 175k | 62.61 | |
General Motors Company (GM) | 1.9 | $9.7M | 325k | 30.02 | |
Amphenol Corp Cl A (APH) | 1.4 | $7.2M | 142k | 50.96 | |
Asbury Automotive (ABG) | 1.3 | $7.0M | 87k | 81.15 | |
Pinnacle Entertainment | 0.7 | $3.7M | 109k | 33.84 | |
NN (NNBR) | 0.4 | $2.3M | 126k | 18.50 | |
Fluor Corporation (FLR) | 0.4 | $2.1M | 50k | 42.35 | |
R.R. Donnelley & Sons Company | 0.3 | $1.4M | 97k | 14.56 | |
Gap (GPS) | 0.2 | $1.1M | 40k | 28.50 | |
Progressive Corporation (PGR) | 0.1 | $762k | 25k | 30.66 | |
Tripadvisor (TRIP) | 0.1 | $523k | 8.3k | 63.03 | |
Fleetmatics | 0.1 | $331k | 6.7k | 49.11 | |
Trimble Navigation (TRMB) | 0.0 | $82k | 5.0k | 16.40 |