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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 (2016Q3)
Portfolio Summary: 22 holdings with a total value of $422,130,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 Credit Acceptance Corp Mich 217,261 43,685,000 10.35%
2 PAYPAL HOLDINGS INC 914,426 37,464,000 8.87%
3 AIRCASTLE LTD 1,849,179 36,725,000 8.70%
4 ZEBRA TECHNOLOGIES CORP CL A 486,789 33,885,000 8.03%
5 Genesee & Wyoming, Inc. Class 479,917 33,090,000 7.84%
6 GAMING & LEISURE PPTYS I 810,114 27,098,000 6.42%
7 CIMPRESS N V 245,727 24,863,000 5.89%
8 STRAYER EDUCATION INC 497,790 23,237,000 5.50%
9 COMMSCOPE HLDG CO INC 763,112 22,977,000 5.44%
10 SINCLAIR BROADCAST GROUP INC 759,977 21,948,000 5.20%
11 Asbury Automotive Group, Inc. 311,070 17,317,000 4.10%
12 NEUSTAR INC CLASS A 595,469 15,834,000 3.75%
13 SEI INVESTMENTS COMPANY 343,255 15,656,000 3.71%
14 DISCOVERY COMMUNICATIONS C 548,195 14,423,000 3.42%
15 WORLD ACCEP CORP DEL 212,542 10,423,000 2.47%
16 UNITED RENTALS INC 131,065 10,287,000 2.44%
17 GENERAL MTRS CO 243,733 7,743,000 1.83%
18 DOLLAR TREE INC 96,600 7,625,000 1.81%
19 ARCTIC CAT INC 467,915 7,248,000 1.72%
20 QUANEX BUILDING PRODUCTS 209,777 3,621,000 0.86%
21 MOBILEYE NV 83,574 3,558,000 0.84%
22 Etsy Inc 239,675 3,423,000 0.81%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-016318, filed 2016.11.14).

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.