GOODNOW INVESTMENT GROUP, LLC Q2 2016 Filing
Filed August 15, 2016
Portfolio Value
$429.4B
Holdings
26
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 216,991 | $40.2B | 9.35% | |
| 2 | AYRAIRCASTLE LTD | 1,807,129 | $35.3B | 8.23% | |
| 3 | PYPLPAYPAL HLDGS INC | 967,043 | $35.3B | 8.22% | |
| 4 | VISNCOMMSCOPE HLDG CO INC | 939,622 | $29.2B | 6.79% | |
| 5 | GLPIGAMING & LEISURE PPTYS INC | 800,224 | $27.6B | 6.43% | |
| 6 | GWRUSDGENESEE & WYO INC | 443,737 | $26.2B | 6.09% | |
| 7 | —CIMPRESS N V | 262,779 | $24.3B | 5.66% | |
| 8 | ZBRAZEBRA TECHNOLOGIES CORP | 475,009 | $23.8B | 5.54% | |
| 9 | —STRAYER ED INC | 435,280 | $21.4B | 4.98% | |
| 10 | WRLDWORLD ACCEP CORP DEL | 451,568 | $20.6B | 4.80% | |
| 11 | —NEUSTAR INC | 780,573 | $18.4B | 4.27% | |
| 12 | AWGASBURY AUTOMOTIVE GROUP INC | 316,500 | $16.7B | 3.89% | |
| 13 | SEICSEI INVESTMENTS CO | 332,585 | $16.0B | 3.73% | |
| 14 | 2362120DSINCLAIR BROADCAST GROUP INC | 514,464 | $15.4B | 3.58% | |
| 15 | URIUNITED RENTALS INC | 214,495 | $14.4B | 3.35% | |
| 16 | EBAEBAY INC | 562,764 | $13.2B | 3.07% | |
| 17 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 450,535 | $10.7B | 2.50% | |
| 18 | —ARCTIC CAT INC | 451,345 | $7.7B | 1.79% | |
| 19 | PAGPENSKE AUTOMOTIVE GRP INC | 222,124 | $7.0B | 1.63% | |
| 20 | GMGENERAL MTRS CO | 239,703 | $6.8B | 1.58% | |
| 21 | TRIPTRIPADVISOR INC | 94,838 | $6.1B | 1.42% | |
| 22 | NXQUANEX BUILDING PRODUCTS COR | 207,777 | $3.9B | 0.90% | |
| 23 | —PINNACLE ENTMT INC NEW | 311,167 | $3.4B | 0.80% | |
| 24 | —MOBILEYE N V AMSTELVEEN | 72,264 | $3.3B | 0.78% | |
| 25 | ETSYETSY INC | 252,000 | $2.4B | 0.56% | |
| 26 | —FLEETMATICS GROUP PLC | 6,460 | $280.0M | 0.07% |