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 |
