Goodnow Investment Group

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