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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 (2016Q4)
Portfolio Summary: 24 holdings with a total value of $448,737,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 CREDIT ACCEP CORP MICH 215,841 46,948,000 10.46%
2 ZEBRA TECHNOLOGIES CORPORATION CL A 483,569 41,471,000 9.24%
3 AIRCASTLE LTD 1,822,014 37,989,000 8.47%
4 PAYPAL HLDGS INC 936,974 36,982,000 8.24%
5 STRAYER EDUCATION INC 440,337 35,504,000 7.91%
6 GENESEE AND WYOMING INC INC CL A 476,754 33,091,000 7.37%
7 COMMSCOPE HLDG COMPANY INCORPORATED 832,472 30,968,000 6.90%
8 SINCLAIR BROADCAST GROUP INC 755,027 25,180,000 5.61%
9 VistaPrint NV 236,117 21,631,000 4.82%
10 GAMING & LEISURE PPTYS INC 655,644 20,076,000 4.47%
11 SEI INVESTMENTS CO 340,915 16,828,000 3.75%
12 DISCOVERY C 537,472 14,394,000 3.21%
13 ASBURY AUTOMOTIVE GROUP INC COM 219,640 13,552,000 3.02%
14 NeuStar Inc 348,129 11,628,000 2.59%
15 MOBILEYE N V AMSTELVEEN 262,352 10,001,000 2.23%
16 GENERAL MTRS CO 242,183 8,438,000 1.88%
17 DOLLAR TREE INC 96,561 7,453,000 1.66%
18 Wayfair Inc 203,620 7,137,000 1.59%
19 UNITED RENTALS 66,768 7,049,000 1.57%
20 ARCTIC CAT INC COM 464,378 6,975,000 1.55%
21 WORLD ACCEP CORPORATION COM 89,444 5,749,000 1.28%
22 ETSY INC 400,327 4,716,000 1.05%
23 QUANEX BLDG PRODS CORP COM 206,957 4,201,000 0.94%
24 SPORTSMANS WAREHOUSE 82,682 776,000 0.17%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-17-001423, filed 2017.02.13).

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.