Goodnow Investment as of March 31, 2017
Portfolio Holdings for Goodnow Investment
Goodnow Investment holds 21 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 10.2 | $44M | 222k | 199.41 | |
| Zebra Technologies (ZBRA) | 10.2 | $44M | 484k | 91.25 | |
| Paypal Holdings (PYPL) | 9.8 | $43M | 993k | 43.02 | |
| Commscope Hldg (COMM) | 8.4 | $37M | 877k | 41.71 | |
| Strayer Education | 8.2 | $36M | 441k | 80.49 | |
| Genesee & Wyoming | 7.6 | $33M | 489k | 67.86 | |
| Sinclair Broadcast | 5.9 | $26M | 632k | 40.50 | |
| Aircastle | 5.8 | $25M | 1.0M | 24.13 | |
| Gaming & Leisure Pptys (GLPI) | 5.3 | $23M | 692k | 33.42 | |
| Cimpress N V Shs Euro | 4.9 | $21M | 247k | 86.19 | |
| SEI Investments Company (SEIC) | 4.0 | $17M | 343k | 50.44 | |
| Mobileye | 3.9 | $17M | 278k | 61.40 | |
| Dollar Tree (DLTR) | 2.7 | $12M | 150k | 78.46 | |
| Discovery Communications | 2.7 | $12M | 414k | 28.31 | |
| Neustar | 2.7 | $12M | 351k | 33.15 | |
| Wayfair (W) | 2.4 | $10M | 255k | 40.49 | |
| Etsy (ETSY) | 1.9 | $8.1M | 758k | 10.63 | |
| World Acceptance (WRLD) | 1.6 | $7.0M | 135k | 51.78 | |
| Asbury Automotive (ABG) | 1.3 | $5.5M | 91k | 60.10 | |
| Quanex Building Products Corporation (NX) | 0.6 | $2.5M | 121k | 20.25 | |
| Sportsmans Whse Hldgs (SPWH) | 0.2 | $1.0M | 217k | 4.78 |
