GOODNOW INVESTMENT GROUP, LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$485.2B
Holdings
23
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PYPLPAYPAL HLDGS INC | 893,282 | $57.2B | 11.79% | |
| 2 | CACCCREDIT ACCEP CORP MICH | 201,883 | $56.6B | 11.66% | |
| 3 | ZBRAZEBRA TECHNOLOGIES CORP | 495,319 | $53.8B | 11.08% | |
| 4 | GWRUSDGENESEE & WYO INC | 565,877 | $41.9B | 8.63% | |
| 5 | 2362120DSINCLAIR BROADCAST GROUP INC | 1,197,445 | $38.4B | 7.91% | |
| 6 | —STRAYER ED INC | 396,321 | $34.6B | 7.13% | |
| 7 | VISNCOMMSCOPE HLDG CO INC | 788,212 | $26.2B | 5.40% | |
| 8 | GLPIGAMING & LEISURE PPTYS INC | 706,915 | $26.1B | 5.37% | |
| 9 | ETSYETSY INC | 1,378,286 | $23.3B | 4.80% | |
| 10 | —CIMPRESS N V | 226,285 | $22.1B | 4.55% | |
| 11 | SEICSEI INVESTMENTS CO | 321,405 | $19.6B | 4.04% | |
| 12 | DLTRDOLLAR TREE INC | 207,075 | $18.0B | 3.71% | |
| 13 | AYRAIRCASTLE LTD | 723,218 | $16.1B | 3.32% | |
| 14 | WWAYFAIR INC | 238,470 | $16.1B | 3.31% | |
| 15 | CVNACARVANA CO | 829,142 | $12.2B | 2.51% | |
| 16 | STSENSATA TECHNOLOGIES HLDG NV | 104,395 | $5.0B | 1.03% | |
| 17 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 243,345 | $4.9B | 1.02% | |
| 18 | —QUINTILES IMS HOLDINGS INC | 45,500 | $4.3B | 0.89% | |
| 19 | NXQUANEX BUILDING PRODUCTS COR | 114,370 | $2.6B | 0.54% | |
| 20 | SPWHSPORTSMANS WHSE HLDGS INC | 525,132 | $2.4B | 0.49% | |
| 21 | YELPYELP INC | 54,010 | $2.3B | 0.48% | |
| 22 | CMCSACOMCAST CORP NEW | 25,130 | $967.0M | 0.20% | |
| 23 | FLRFLUOR CORP NEW | 15,020 | $632.0M | 0.13% |