GOODNOW INVESTMENT GROUP, LLC Q3 2016 Filing
Filed November 14, 2016
Portfolio Value
$422.1B
Holdings
22
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 217,261 | $43.7B | 10.35% | |
| 2 | PYPLPAYPAL HLDGS INC | 914,426 | $37.5B | 8.87% | |
| 3 | AYRAIRCASTLE LTD | 1,849,179 | $36.7B | 8.70% | |
| 4 | ZBRAZEBRA TECHNOLOGIES CORP | 486,789 | $33.9B | 8.03% | |
| 5 | GWRUSDGENESEE & WYO INC | 479,917 | $33.1B | 7.84% | |
| 6 | GLPIGAMING & LEISURE PPTYS INC | 810,114 | $27.1B | 6.42% | |
| 7 | —CIMPRESS N V | 245,727 | $24.9B | 5.89% | |
| 8 | —STRAYER ED INC | 497,790 | $23.2B | 5.50% | |
| 9 | VISNCOMMSCOPE HLDG CO INC | 763,112 | $23.0B | 5.44% | |
| 10 | 2362120DSINCLAIR BROADCAST GROUP INC | 759,977 | $21.9B | 5.20% | |
| 11 | AWGASBURY AUTOMOTIVE GROUP INC | 311,070 | $17.3B | 4.10% | |
| 12 | —NEUSTAR INC | 595,469 | $15.8B | 3.75% | |
| 13 | SEICSEI INVESTMENTS CO | 343,255 | $15.7B | 3.71% | |
| 14 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 548,195 | $14.4B | 3.42% | |
| 15 | WRLDWORLD ACCEP CORP DEL | 212,542 | $10.4B | 2.47% | |
| 16 | URIUNITED RENTALS INC | 131,065 | $10.3B | 2.44% | |
| 17 | GMGENERAL MTRS CO | 243,733 | $7.7B | 1.83% | |
| 18 | DLTRDOLLAR TREE INC | 96,600 | $7.6B | 1.81% | |
| 19 | —ARCTIC CAT INC | 467,915 | $7.2B | 1.72% | |
| 20 | NXQUANEX BUILDING PRODUCTS COR | 209,777 | $3.6B | 0.86% | |
| 21 | —MOBILEYE N V AMSTELVEEN | 83,574 | $3.6B | 0.84% | |
| 22 | ETSYETSY INC | 239,675 | $3.4B | 0.81% |