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Institutional Investment Manager
GOODNOW INVESTMENT GROUP, LLC
GOODNOW INVESTMENT GROUP, LLC (CIK: 0001362255) incorporated in Delaware, located at 9 Old Kings Highway South, Darien, CT. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 28 holdings with a total value of $504,257,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 CREDIT ACCEP CORP MICH 224,711 48,093,000 9.54%
2 AIRCASTLE LTD 1,901,779 39,728,000 7.88%
3 PAYPAL HLDGS INC 1,053,940 38,153,000 7.57%
4 ZEBRA TECHNOLOGIES CORPORATION CL A 506,199 35,257,000 6.99%
5 STRAYER EDUCATION INC 578,480 34,778,000 6.90%
6 GENESEE AND WYOMING INC INC CL A 633,529 34,014,000 6.75%
7 DOLLAR TREE INC 341,916 26,403,000 5.24%
8 VistaPrint NV 286,479 23,245,000 4.61%
9 NeuStar Inc 950,833 22,791,000 4.52%
10 PENSKE AUTOMOTIVE GRP INC 530,894 22,478,000 4.46%
11 WORLD ACCEP CORPORATION COM 564,848 20,956,000 4.16%
12 UNITED RENTALS 240,815 17,469,000 3.46%
13 EBAY INC 613,083 16,848,000 3.34%
14 COMMSCOPE HLDG COMPANY INCORPORATED 648,272 16,784,000 3.33%
15 SEI INVESTMENTS CO 310,924 16,292,000 3.23%
16 SINCLAIR BROADCAST GROUP INC 438,463 14,268,000 2.83%
17 DISCOVERY C 474,424 11,965,000 2.37%
18 GAMING & LEISURE PPTYS INC 408,138 11,346,000 2.25%
19 COGNIZANT TECHNOLOGY SOLUTIO 184,807 11,092,000 2.20%
20 Pinnacle Entertainment 332,997 10,363,000 2.06%
21 QUALCOMM INC 205,966 10,295,000 2.04%
22 AMPHENOL CORP NEW CL A 131,215 6,853,000 1.36%
23 ASBURY AUTOMOTIVE GROUP INC COM 100,402 6,771,000 1.34%
24 GENERAL MTRS CO 94,753 3,223,000 0.64%
25 FLUOR CORP NEW 49,259 2,326,000 0.46%
26 RR DONNELLEY & SONS CO 96,287 1,417,000 0.28%
27 TRIPADVISOR INC 8,298 707,000 0.14%
28 FLEETMATICS GROUP PLC 6,740 342,000 0.07%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-010569, filed 2016.02.16).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.