GOODNOW INVESTMENT GROUP, LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$546.2B
Holdings
26
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 200,858 | $65.0B | 11.90% | |
| 2 | PYPLPAYPAL HLDGS INC | 876,834 | $64.6B | 11.82% | |
| 3 | ZBRAZEBRA TECHNOLOGIES CORP | 500,709 | $52.0B | 9.52% | |
| 4 | 2362120DSINCLAIR BROADCAST GROUP INC | 1,188,785 | $45.0B | 8.24% | |
| 5 | GWRUSDGENESEE & WYO INC | 561,527 | $44.2B | 8.09% | |
| 6 | —STRAYER ED INC | 373,059 | $33.4B | 6.12% | |
| 7 | VISNCOMMSCOPE HLDG CO INC | 786,402 | $29.8B | 5.45% | |
| 8 | ETSYETSY INC | 1,368,136 | $28.0B | 5.12% | |
| 9 | GLPIGAMING & LEISURE PPTYS INC | 702,795 | $26.0B | 4.76% | |
| 10 | —CIMPRESS N V | 212,885 | $25.5B | 4.67% | |
| 11 | WWAYFAIR INC | 282,769 | $22.7B | 4.16% | |
| 12 | DLTRDOLLAR TREE INC | 194,203 | $20.8B | 3.82% | |
| 13 | SEICSEI INVESTMENTS CO | 267,675 | $19.2B | 3.52% | |
| 14 | CVNACARVANA CO | 970,256 | $18.6B | 3.40% | |
| 15 | AYRAIRCASTLE LTD | 721,353 | $16.9B | 3.09% | |
| 16 | STSENSATA TECHNOLOGIES HLDG NV | 225,395 | $11.5B | 2.11% | |
| 17 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 271,355 | $5.7B | 1.05% | |
| 18 | BFHALLIANCE DATA SYSTEMS CORP | 19,850 | $5.0B | 0.92% | |
| 19 | IQVIQVIA HLDGS INC | 45,160 | $4.4B | 0.81% | |
| 20 | YELPYELP INC | 53,810 | $2.3B | 0.41% | |
| 21 | AXTAAXALTA COATING SYS LTD | 39,590 | $1.3B | 0.23% | |
| 22 | SPWHSPORTSMANS WHSE HLDGS INC | 180,672 | $1.2B | 0.22% | |
| 23 | CMCSACOMCAST CORP NEW | 25,010 | $1.0B | 0.18% | |
| 24 | NXQUANEX BUILDING PRODUCTS COR | 42,391 | $992.0M | 0.18% | |
| 25 | FLRFLUOR CORP NEW | 14,950 | $772.0M | 0.14% | |
| 26 | BALLBALL CORP | 9,870 | $374.0M | 0.07% |