GOODNOW INVESTMENT GROUP, LLC Q1 2016 Filing
Filed May 16, 2016
Portfolio Value
$460.9B
Holdings
29
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CACCCREDIT ACCEP CORP MICH | 220,331 | $40.0B | 8.68% | |
| 2 | AYRAIRCASTLE LTD | 1,773,129 | $39.4B | 8.56% | |
| 3 | PYPLPAYPAL HLDGS INC | 982,030 | $37.9B | 8.22% | |
| 4 | GWRUSDGENESEE & WYO INC | 450,817 | $28.3B | 6.13% | |
| 5 | DLTRDOLLAR TREE INC | 326,036 | $26.9B | 5.83% | |
| 6 | —STRAYER ED INC | 547,280 | $26.7B | 5.79% | |
| 7 | ZBRAZEBRA TECHNOLOGIES CORP | 356,089 | $24.6B | 5.33% | |
| 8 | —CIMPRESS N V | 266,889 | $24.2B | 5.25% | |
| 9 | WRLDWORLD ACCEP CORP DEL | 521,618 | $19.8B | 4.29% | |
| 10 | —NEUSTAR INC | 783,673 | $19.3B | 4.18% | |
| 11 | URIUNITED RENTALS INC | 302,455 | $18.8B | 4.08% | |
| 12 | PAGPENSKE AUTOMOTIVE GRP INC | 494,924 | $18.8B | 4.07% | |
| 13 | GLPIGAMING & LEISURE PPTYS INC | 549,346 | $17.0B | 3.69% | |
| 14 | VISNCOMMSCOPE HLDG CO INC | 604,302 | $16.9B | 3.66% | |
| 15 | 2362120DSINCLAIR BROADCAST GROUP INC | 504,684 | $15.5B | 3.37% | |
| 16 | SEICSEI INVESTMENTS CO | 337,795 | $14.5B | 3.15% | |
| 17 | EBAEBAY INC | 571,394 | $13.6B | 2.96% | |
| 18 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 442,075 | $11.9B | 2.59% | |
| 19 | —PINNACLE ENTMT INC | 315,407 | $11.1B | 2.40% | |
| 20 | QCOMQUALCOMM INC | 199,406 | $10.2B | 2.21% | |
| 21 | AWGASBURY AUTOMOTIVE GROUP INC | 142,580 | $8.5B | 1.85% | |
| 22 | GMGENERAL MTRS CO | 185,113 | $5.8B | 1.26% | |
| 23 | —ARCTIC CAT INC | 315,425 | $5.3B | 1.15% | |
| 24 | FLRFLUOR CORP NEW | 45,909 | $2.5B | 0.53% | |
| 25 | —DONNELLEY R R & SONS CO | 89,637 | $1.5B | 0.32% | |
| 26 | NXQUANEX BUILDING PRODUCTS COR | 50,270 | $873.0M | 0.19% | |
| 27 | TRIPTRIPADVISOR INC | 8,048 | $535.0M | 0.12% | |
| 28 | —MOBILEYE N V AMSTELVEEN | 9,600 | $358.0M | 0.08% | |
| 29 | —FLEETMATICS GROUP PLC | 6,560 | $267.0M | 0.06% |