Goodnow Investment Group as of June 30, 2019
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 24 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 15.6 | $118M | 1.9M | 62.59 | |
| Zebra Technologies Corp Cl A (ZBRA) | 12.2 | $92M | 439k | 209.49 | |
| Credit Acceptance (CACC) | 9.6 | $72M | 150k | 483.83 | |
| Gardner Denver Hldgs | 7.1 | $54M | 1.6M | 34.60 | |
| Genesee & Wyo Cl A | 6.7 | $51M | 506k | 100.00 | |
| TransDigm Group Incorporated (TDG) | 6.6 | $50M | 103k | 483.80 | |
| Etsy (ETSY) | 6.4 | $48M | 782k | 61.37 | |
| Paypal Holdings (PYPL) | 5.7 | $43M | 374k | 114.46 | |
| Wayfair Cl A (W) | 4.8 | $36M | 250k | 146.00 | |
| Graftech International (EAF) | 3.6 | $27M | 2.3M | 11.50 | |
| Sensata Technologies Hldng P SHS (ST) | 3.5 | $26M | 534k | 49.00 | |
| Gaming & Leisure Pptys (GLPI) | 3.3 | $25M | 638k | 38.98 | |
| Ye Cl A (YELP) | 3.1 | $23M | 674k | 34.18 | |
| Aircastle | 2.8 | $21M | 989k | 21.26 | |
| SEI Investments Company (SEIC) | 2.6 | $20M | 348k | 56.10 | |
| Gtt Communications | 1.7 | $13M | 740k | 17.60 | |
| World Acceptance (WRLD) | 1.3 | $10M | 61k | 164.11 | |
| Aptiv SHS (APTV) | 1.3 | $9.7M | 121k | 80.83 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $7.2M | 170k | 42.28 | |
| Discovery Com Ser C | 0.6 | $4.6M | 160k | 28.45 | |
| Garrett Motion (GTX) | 0.2 | $1.6M | 101k | 15.35 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.5M | 4.3k | 346.89 | |
| Cbs Corp CL B | 0.1 | $499k | 10k | 49.90 | |
| Capri Holdings SHS (CPRI) | 0.1 | $453k | 13k | 34.71 |
