Goodnow Investment as of Dec. 31, 2016
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 24 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 10.5 | $47M | 216k | 217.51 | |
| Zebra Technologies (ZBRA) | 9.2 | $42M | 484k | 85.76 | |
| Aircastle | 8.5 | $38M | 1.8M | 20.85 | |
| Paypal Holdings (PYPL) | 8.2 | $37M | 937k | 39.47 | |
| Strayer Education | 7.9 | $36M | 440k | 80.63 | |
| Genesee & Wyoming | 7.4 | $33M | 477k | 69.41 | |
| Commscope Hldg (COMM) | 6.9 | $31M | 833k | 37.20 | |
| Sinclair Broadcast | 5.6 | $25M | 755k | 33.35 | |
| Cimpress N V Shs Euro | 4.8 | $22M | 236k | 91.61 | |
| Gaming & Leisure Pptys (GLPI) | 4.5 | $20M | 656k | 30.62 | |
| SEI Investments Company (SEIC) | 3.8 | $17M | 341k | 49.36 | |
| Discovery Communications | 3.2 | $14M | 538k | 26.78 | |
| Asbury Automotive (ABG) | 3.0 | $14M | 220k | 61.70 | |
| Neustar | 2.6 | $12M | 348k | 33.40 | |
| Mobileye | 2.2 | $10M | 262k | 38.12 | |
| General Motors Company (GM) | 1.9 | $8.4M | 242k | 34.84 | |
| Dollar Tree (DLTR) | 1.7 | $7.5M | 97k | 77.18 | |
| Wayfair (W) | 1.6 | $7.1M | 204k | 35.05 | |
| United Rentals (URI) | 1.6 | $7.0M | 67k | 105.57 | |
| Arctic Cat | 1.6 | $7.0M | 464k | 15.02 | |
| World Acceptance (WRLD) | 1.3 | $5.7M | 89k | 64.27 | |
| Etsy (ETSY) | 1.1 | $4.7M | 400k | 11.78 | |
| Quanex Building Products Corporation (NX) | 0.9 | $4.2M | 207k | 20.30 | |
| Sportsmans Whse Hldgs (SPWH) | 0.2 | $776k | 83k | 9.39 |
