GOODNOW INVESTMENT GROUP, LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$435.4B
Holdings
21
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 222,231 | $44.3B | 10.18% | |
| 2 | ZBRAZEBRA TECHNOLOGIES CORP | 484,349 | $44.2B | 10.15% | |
| 3 | PYPLPAYPAL HLDGS INC | 993,004 | $42.7B | 9.81% | |
| 4 | VISNCOMMSCOPE HLDG CO INC | 877,272 | $36.6B | 8.40% | |
| 5 | —STRAYER ED INC | 440,907 | $35.5B | 8.15% | |
| 6 | GWRUSDGENESEE & WYO INC | 488,627 | $33.2B | 7.62% | |
| 7 | 2362120DSINCLAIR BROADCAST GROUP INC | 632,345 | $25.6B | 5.88% | |
| 8 | AYRAIRCASTLE LTD | 1,038,406 | $25.1B | 5.76% | |
| 9 | GLPIGAMING & LEISURE PPTYS INC | 692,355 | $23.1B | 5.31% | |
| 10 | —CIMPRESS N V | 247,217 | $21.3B | 4.89% | |
| 11 | SEICSEI INVESTMENTS CO | 342,815 | $17.3B | 3.97% | |
| 12 | —MOBILEYE N V AMSTELVEEN | 278,082 | $17.1B | 3.92% | |
| 13 | DLTRDOLLAR TREE INC | 149,981 | $11.8B | 2.70% | |
| 14 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 414,375 | $11.7B | 2.69% | |
| 15 | —NEUSTAR INC | 350,859 | $11.6B | 2.67% | |
| 16 | WWAYFAIR INC | 254,469 | $10.3B | 2.37% | |
| 17 | ETSYETSY INC | 757,576 | $8.1B | 1.85% | |
| 18 | WRLDWORLD ACCEP CORP DEL | 134,504 | $7.0B | 1.60% | |
| 19 | AWGASBURY AUTOMOTIVE GROUP INC | 91,327 | $5.5B | 1.26% | |
| 20 | NXQUANEX BUILDING PRODUCTS COR | 121,370 | $2.5B | 0.56% | |
| 21 | SPWHSPORTSMANS WHSE HLDGS INC | 216,972 | $1.0B | 0.24% |