Goodnow Investment as of March 31, 2011
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 30 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Credit Acceptance (CACC) | 7.2 | $28M | 387k | 70.96 | |
Atlas Air Worldwide Holdings | 7.2 | $27M | 393k | 69.72 | |
Genesee & Wyoming | 6.3 | $24M | 418k | 58.20 | |
Amphenol Corporation (APH) | 5.9 | $23M | 414k | 54.39 | |
Alliance Data Systems Corporation (BFH) | 5.5 | $21M | 246k | 85.89 | |
Vicor Corporation (VICR) | 5.3 | $20M | 1.2M | 16.49 | |
Alliant Techsystems | 4.9 | $19M | 267k | 70.67 | |
Aircastle | 4.5 | $17M | 1.4M | 12.07 | |
Hasbro (HAS) | 4.5 | $17M | 368k | 46.84 | |
Tyco Electronics Ltd S hs | 4.4 | $17M | 485k | 34.82 | |
Baxter International (BAX) | 4.3 | $17M | 307k | 53.77 | |
Goodrich Corporation | 3.8 | $15M | 170k | 85.53 | |
Corning Incorporated (GLW) | 3.7 | $14M | 696k | 20.63 | |
Hexcel Corporation (HXL) | 3.7 | $14M | 729k | 19.69 | |
Discovery Communications | 3.3 | $13M | 363k | 35.21 | |
Palomar Medical Technologies | 2.7 | $10M | 699k | 14.85 | |
Microsoft Corporation (MSFT) | 2.7 | $10M | 402k | 25.39 | |
Covanta Holding Corporation | 2.6 | $10M | 587k | 17.08 | |
Express Scripts | 2.3 | $8.7M | 156k | 55.61 | |
Copart (CPRT) | 2.1 | $8.1M | 187k | 43.33 | |
Sealed Air (SEE) | 2.0 | $7.7M | 288k | 26.66 | |
Charles Schwab Corporation (SCHW) | 1.9 | $7.2M | 399k | 18.03 | |
Steinway Musical Instruments | 1.8 | $6.7M | 303k | 22.21 | |
Ford Motor Company (F) | 1.5 | $5.8M | 392k | 14.91 | |
AeroVironment (AVAV) | 1.1 | $4.3M | 123k | 34.97 | |
Modine Manufacturing (MOD) | 1.1 | $4.1M | 253k | 16.14 | |
Cleveland BioLabs | 1.0 | $4.0M | 528k | 7.50 | |
Zebra Technologies (ZBRA) | 1.0 | $3.8M | 98k | 39.24 | |
Chimera Investment Corporation | 1.0 | $3.7M | 933k | 3.96 | |
Neustar | 0.8 | $3.1M | 121k | 25.58 |