Goodnow Investment Group as of Sept. 30, 2019
Portfolio Holdings for Goodnow Investment Group
Goodnow Investment Group holds 21 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 17.8 | $125M | 1.9M | 66.00 | |
| Zebra Technologies Corp Cl A (ZBRA) | 13.2 | $93M | 452k | 206.37 | |
| Credit Acceptance (CACC) | 9.9 | $70M | 152k | 461.31 | |
| Etsy (ETSY) | 8.9 | $63M | 1.1M | 56.50 | |
| TransDigm Group Incorporated (TDG) | 7.5 | $53M | 102k | 520.67 | |
| Gardner Denver Hldgs | 6.4 | $45M | 1.6M | 28.29 | |
| Paypal Holdings (PYPL) | 5.4 | $38M | 368k | 103.59 | |
| Wayfair Cl A (W) | 3.9 | $28M | 247k | 112.12 | |
| Graftech International (EAF) | 3.8 | $27M | 2.1M | 12.80 | |
| Ye Cl A (YELP) | 3.8 | $27M | 766k | 34.75 | |
| Sensata Technologies Hldng P SHS (ST) | 3.7 | $26M | 519k | 50.06 | |
| Gaming & Leisure Pptys (GLPI) | 3.4 | $24M | 626k | 38.24 | |
| Aircastle | 3.3 | $23M | 1.0M | 22.43 | |
| SEI Investments Company (SEIC) | 2.9 | $20M | 345k | 59.25 | |
| Aptiv SHS (APTV) | 1.5 | $10M | 118k | 87.42 | |
| Cbs Corp CL B | 1.4 | $10M | 250k | 40.37 | |
| World Acceptance (WRLD) | 1.2 | $8.3M | 65k | 127.51 | |
| Godaddy Cl A (GDDY) | 1.2 | $8.2M | 125k | 65.98 | |
| Discovery Com Ser C | 0.6 | $4.3M | 177k | 24.62 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $992k | 22k | 45.09 | |
| Capri Holdings SHS (CPRI) | 0.1 | $433k | 13k | 33.18 |
