Goodnow Investment as of Dec. 31, 2010
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 35 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 7.0 | $24M | 387k | 62.77 | |
| Genesee & Wyoming | 6.0 | $21M | 394k | 52.95 | |
| Amphenol Corporation (APH) | 5.9 | $21M | 389k | 52.78 | |
| Alliance Data Systems Corporation (BFH) | 5.8 | $20M | 283k | 71.03 | |
| Atlas Air Worldwide Holdings | 5.8 | $20M | 358k | 55.83 | |
| Alliant Techsystems | 5.4 | $19M | 251k | 74.43 | |
| Vicor Corporation (VICR) | 5.4 | $19M | 1.1M | 16.40 | |
| Tyco Electronics Ltd S hs | 4.7 | $16M | 456k | 35.40 | |
| Baxter International (BAX) | 4.2 | $15M | 289k | 50.62 | |
| Aircastle | 4.1 | $14M | 1.4M | 10.45 | |
| Goodrich Corporation | 4.0 | $14M | 158k | 88.07 | |
| Hasbro (HAS) | 4.0 | $14M | 294k | 47.18 | |
| Medco Health Solutions | 3.9 | $14M | 221k | 61.27 | |
| Corning Incorporated (GLW) | 3.7 | $13M | 654k | 19.32 | |
| Hexcel Corporation (HXL) | 3.6 | $12M | 686k | 18.09 | |
| DealerTrack Holdings | 3.5 | $12M | 606k | 20.07 | |
| Copart (CPRT) | 2.8 | $9.5M | 255k | 37.35 | |
| Covanta Holding Corporation | 2.8 | $9.5M | 553k | 17.19 | |
| Discovery Communications | 2.3 | $8.1M | 220k | 36.69 | |
| Palomar Medical Technologies | 2.1 | $7.2M | 510k | 14.21 | |
| Sealed Air (SEE) | 2.0 | $6.9M | 271k | 25.45 | |
| Steinway Musical Instruments | 1.7 | $5.9M | 298k | 19.85 | |
| NYSE Euronext | 1.3 | $4.6M | 153k | 29.98 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $3.9M | 226k | 17.11 | |
| Cleveland BioLabs | 1.1 | $3.7M | 516k | 7.22 | |
| Modine Manufacturing (MOD) | 1.1 | $3.6M | 235k | 15.50 | |
| Chimera Investment Corporation | 1.1 | $3.6M | 881k | 4.11 | |
| Zebra Technologies (ZBRA) | 1.0 | $3.4M | 90k | 37.99 | |
| StanCorp Financial | 0.7 | $2.5M | 55k | 45.13 | |
| Neustar | 0.6 | $2.0M | 76k | 26.05 | |
| Broadridge Financial Solutions (BR) | 0.6 | $1.9M | 88k | 21.93 | |
| AeroVironment (AVAV) | 0.6 | $1.9M | 72k | 26.83 | |
| Connecticut Light And Power Co preferred stocks | 0.1 | $322k | 8.6k | 37.55 | |
| Peco Energy Co preferred stocks | 0.1 | $310k | 3.8k | 81.58 | |
| Penn Millers Holding Corporation | 0.1 | $236k | 18k | 13.25 |
