GOODNOW INVESTMENT GROUP, LLC Q2 2018 Filing

Filed August 14, 2018

Portfolio Value

$627.7B

Holdings

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (31 positions)

#	Stock	Shares	Value	% Portfolio
1	CVNACARVANA CO	1,835,041	$76.3B	12.16%
2	ZBRAZEBRA TECHNOLOGIES CORP	494,004	$70.8B	11.27%
3	CACCCREDIT ACCEP CORP MICH	171,009	$60.4B	9.63%
4	GWRUSDGENESEE & WYO INC	573,917	$46.7B	7.44%
5	ETSYETSY INC	915,533	$38.6B	6.15%
6	2362120DSINCLAIR BROADCAST GROUP INC	1,188,195	$38.2B	6.09%
7	BFHALLIANCE DATA SYSTEMS CORP	151,720	$35.4B	5.64%
8	WWAYFAIR INC	280,770	$33.3B	5.31%
9	—STRAYER ED INC	268,488	$30.3B	4.83%
10	PYPLPAYPAL HLDGS INC	340,674	$28.4B	4.52%
11	GLPIGAMING & LEISURE PPTYS INC	766,887	$27.5B	4.37%
12	—GARDNER DENVER HLDGS INC	855,747	$25.1B	4.01%
13	STSENSATA TECHNOLOGIES HLDNG P	459,520	$21.9B	3.48%
14	AYRAIRCASTLE LTD	860,735	$17.6B	2.81%
15	SEICSEI INVESTMENTS CO	264,375	$16.5B	2.63%
16	EAFEURGRAFTECH INTL LTD	700,579	$12.6B	2.01%
17	LENLENNAR CORP	180,906	$9.5B	1.51%
18	AXTAAXALTA COATING SYS LTD	275,476	$8.3B	1.33%
19	DISCKUSDDISCOVERY INC	267,955	$6.8B	1.09%
20	DLTRDOLLAR TREE INC	71,305	$6.1B	0.97%
21	CMCSACOMCAST CORP NEW	169,370	$5.6B	0.89%
22	USCRU S CONCRETE INC	60,000	$3.1B	0.50%
23	YELPYELP INC	52,980	$2.1B	0.33%
24	—CIMPRESS N V	11,746	$1.7B	0.27%
25	CBZCBIZ INC	57,638	$1.3B	0.21%
26	CHTRCHARTER COMMUNICATIONS INC N	2,500	$733.0M	0.12%
27	FLRFLUOR CORP NEW	14,735	$719.0M	0.11%
28	ULTAULTA BEAUTY INC	2,960	$691.0M	0.11%
29	METAFACEBOOK INC	3,000	$583.0M	0.09%
30	APTVAPTIV PLC	4,840	$443.0M	0.07%
31	7SUSUMMIT MATLS INC	9,780	$257.0M	0.04%