GOODNOW INVESTMENT GROUP, LLC Q4 2016 Filing
Filed February 13, 2017
Portfolio Value
$448.7B
Holdings
24
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 215,841 | $46.9B | 10.46% | |
| 2 | ZBRAZEBRA TECHNOLOGIES CORP | 483,569 | $41.5B | 9.24% | |
| 3 | AYRAIRCASTLE LTD | 1,822,014 | $38.0B | 8.47% | |
| 4 | PYPLPAYPAL HLDGS INC | 936,974 | $37.0B | 8.24% | |
| 5 | —STRAYER ED INC | 440,337 | $35.5B | 7.91% | |
| 6 | GWRUSDGENESEE & WYO INC | 476,754 | $33.1B | 7.37% | |
| 7 | VISNCOMMSCOPE HLDG CO INC | 832,472 | $31.0B | 6.90% | |
| 8 | 2362120DSINCLAIR BROADCAST GROUP INC | 755,027 | $25.2B | 5.61% | |
| 9 | —CIMPRESS N V | 236,117 | $21.6B | 4.82% | |
| 10 | GLPIGAMING & LEISURE PPTYS INC | 655,644 | $20.1B | 4.47% | |
| 11 | SEICSEI INVESTMENTS CO | 340,915 | $16.8B | 3.75% | |
| 12 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 537,472 | $14.4B | 3.21% | |
| 13 | AWGASBURY AUTOMOTIVE GROUP INC | 219,640 | $13.6B | 3.02% | |
| 14 | —NEUSTAR INC | 348,129 | $11.6B | 2.59% | |
| 15 | —MOBILEYE N V AMSTELVEEN | 262,352 | $10.0B | 2.23% | |
| 16 | GMGENERAL MTRS CO | 242,183 | $8.4B | 1.88% | |
| 17 | DLTRDOLLAR TREE INC | 96,561 | $7.5B | 1.66% | |
| 18 | WWAYFAIR INC | 203,620 | $7.1B | 1.59% | |
| 19 | URIUNITED RENTALS INC | 66,768 | $7.0B | 1.57% | |
| 20 | —ARCTIC CAT INC | 464,378 | $7.0B | 1.55% | |
| 21 | WRLDWORLD ACCEP CORP DEL | 89,444 | $5.7B | 1.28% | |
| 22 | ETSYETSY INC | 400,327 | $4.7B | 1.05% | |
| 23 | NXQUANEX BUILDING PRODUCTS COR | 206,957 | $4.2B | 0.94% | |
| 24 | SPWHSPORTSMANS WHSE HLDGS INC | 82,682 | $776.0M | 0.17% |