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Goodnow Investment Group, LLC

Q2 2014 Holdings

Filed 2014-08-14 | 33 holdings | $26.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Credit Acceptance Ord Shs(CACC)COM225310101$19.2M155,66271.5%
Asbury Automotive Group Ord Shs(ABG)COM043436104$7.0M101,72126.1%
Keurig Green Mountain Ord ShsCOM49271M100$86.7K695,4690.3%
Genesee & Wyoming Ord Shs Class ACOM371559105$56.2K535,5790.2%
Aircastle Ord Shs(AYR)COMG0129K104$37.7K2,121,9890.1%
Apple Ord Shs(AAPL)COM037833100$34.9K375,1370.1%
Hertz Global Holdings Ord ShsCOM42805T105$34.1K1,216,9040.1%
eBay Ord Shs(EBAY)COM278642103$34.0K679,8850.1%
United Rentals Ord Shs(URI)COM911363109$30.1K286,9760.1%
Gaming and Leisure Properties REIT(GLPI)COM36467J108$26.5K778,9390.1%
Neustar Inc on NYSCOM64126X201$25.4K977,3930.1%
Qualcomm Ord Shs(QCOM)COM747525103$24.9K314,4610.1%
Express Scripts Holding Ord ShsCOM30219G108$24.2K348,5290.1%
Gap Inc on NYS(GAP)COM364760108$24.0K576,3900.1%
Vistaprint Ord ShsCOMN93540107$22.8K562,7890.1%
Dollar Tree Ord Shs(DLTR)COM256746108$21.7K397,6260.1%
Amphenol Ord Shs Class A(APH)COM032095101$19.2K199,1500.1%
Discovery Communications Ord Shs Series C(DISCKUSD)COM25470F302$18.1K248,6510.1%
Nu Skin Enterprises Ord Shs Class A(NUS)COM67018T105$17.4K235,0910.1%
TRW Automotive Holdings Ord ShsCOM87264S106$16.5K184,1300.1%
Cognizant Tech Ord Shs Class A(CTSH)COM192446102$15.7K320,3160.1%
Copart Ord Shs(CPRT)COM217204106$11.6K321,7770.0%
Zebra Technologies Ord Shs Class A(ZBRA)COM989207105$10.8K131,3870.0%
General Motors Ord Shs(GM)COM37045V100$9.8K271,1750.0%
Penske Automotive Group Voting Ord Shs(PAG)COM70959W103$9.7K195,5700.0%
World Acceptance Ord Shs(WRLD)COM981419104$9.6K126,8900.0%
SEI Investments Ord Shs(SEIC)COM784117103$6.8K207,6190.0%
Strayer Education Ord ShsCOM863236105$6.6K124,7720.0%
SeaWorld Entertainment Ord Shs(PRKS)COM81282V100$1.6K55,5230.0%
Lithia Motors Ord Shs Class A(LAD)COM536797103$1.4K15,2430.0%
TripAdvisor Ord Shs(TRIP)COM896945201$8607,9170.0%
Commscope Holding Ord Shs(VISN)COM20337X109$50221,7000.0%
FleetMatics Group Ord ShsCOMG35569105$2176,7100.0%