GOODNOW INVESTMENT GROUP, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$477.6B
Holdings
24
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 206,679 | $53.1B | 11.13% | |
| 2 | PYPLPAYPAL HLDGS INC | 936,164 | $50.2B | 10.52% | |
| 3 | ZBRAZEBRA TECHNOLOGIES CORP | 465,659 | $46.8B | 9.80% | |
| 4 | GWRUSDGENESEE & WYO INC | 566,967 | $38.8B | 8.12% | |
| 5 | —STRAYER ED INC | 388,111 | $36.2B | 7.58% | |
| 6 | VISNCOMMSCOPE HLDG CO INC | 828,652 | $31.5B | 6.60% | |
| 7 | 2362120DSINCLAIR BROADCAST GROUP INC | 888,995 | $29.2B | 6.12% | |
| 8 | GLPIGAMING & LEISURE PPTYS INC | 701,815 | $26.4B | 5.54% | |
| 9 | —CIMPRESS N V | 234,815 | $22.2B | 4.65% | |
| 10 | ETSYETSY INC | 1,371,566 | $20.6B | 4.31% | |
| 11 | WWAYFAIR INC | 247,137 | $19.0B | 3.98% | |
| 12 | —MOBILEYE N V AMSTELVEEN | 283,442 | $17.8B | 3.73% | |
| 13 | SEICSEI INVESTMENTS CO | 328,365 | $17.7B | 3.70% | |
| 14 | AYRAIRCASTLE LTD | 708,565 | $15.4B | 3.23% | |
| 15 | DLTRDOLLAR TREE INC | 200,061 | $14.0B | 2.93% | |
| 16 | CVNACARVANA CO | 571,845 | $11.7B | 2.45% | |
| 17 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 388,895 | $9.8B | 2.05% | |
| 18 | STSENSATA TECHNOLOGIES HLDG NV | 104,125 | $4.4B | 0.93% | |
| 19 | —NEUSTAR INC | 132,419 | $4.4B | 0.92% | |
| 20 | SPWHSPORTSMANS WHSE HLDGS INC | 488,812 | $2.6B | 0.55% | |
| 21 | NXQUANEX BUILDING PRODUCTS COR | 112,710 | $2.4B | 0.50% | |
| 22 | YELPYELP INC | 54,930 | $1.6B | 0.35% | |
| 23 | —QUINTILES IMS HOLDINGS INC | 10,000 | $895.0M | 0.19% | |
| 24 | FLRFLUOR CORP NEW | 15,000 | $687.0M | 0.14% |