GOODNOW INVESTMENT GROUP, LLC Information

9 OLD KINGS HIGHWAY SOUTH, DARIEN, Connecticut, 06820, (203) 655-6272

Report Date: 12/31/2014

Position Statistics

Total Positions 31
New Positions 1
Increased Positions 13
Decreased Positions 18
Positions with Activity 31
Sold Out Positions 4
Total Mkt Value (in $ millions) 711

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 8.19%
Conglomerates
Consumer Cyclical 4.62%
Consumer/Non-Cyclical 10.98%
Energy
Financial 10.53%
Healthcare
Services 39.18%
Technology 11.53%
Transportation 7.65%
Utilities

31 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KEURIG GREEN MTN INC COM 78,122 -2,922 (3.61) 672,131
GENESEE & WYO INC CL A 54,415 3,653 7.20 576,184
AIRCASTLE LTD COM 48,959 -3,305 (6.32) 1,992,636
COGNIZANT TECHNOLOGY SOLUTIONS CL A 44,946 -1,360 (2.94) 759,992
ZEBRA TECHNOLOGIES CORP CL A 41,970 27,330 186.67 453,732
CREDIT ACCEP CORP MICH COM 38,806 1,587 4.26 167,992
CIMPRESS N V SHS EURO 38,413 -9,292 (19.48) 455,243
EBAY INC COM 36,513 -3,904 (9.66) 615,779
UNITED RENTALS INC COM 31,346 7,769 32.95 315,770
COMMSCOPE HLDG CO INC COM 30,155 8,456 38.97 1,028,468
QUALCOMM INC COM 29,511 1,084 3.81 431,326
PENSKE AUTOMOTIVE GRP INC COM 27,799 16,250 140.71 568,479
NEUSTAR INC CL A 26,347 2,885 12.30 875,306
WORLD ACCEP CORP DEL COM 24,410 2,485 11.34 282,068
TRW AUTOMOTIVE HLDGS CORP COM 22,958 679 3.05 218,499
GAMING & LEISURE PPTYS INC COM 21,978 -5,885 (21.12) 615,804
GAP INC DEL COM 20,482 -2,725 (11.74) 510,013
FLUOR CORP NEW COM 16,306 16,306 New 277,780
ASBURY AUTOMOTIVE GROUP INC COM 15,799 -531 (3.25) 185,937
DOLLAR TREE INC COM 13,698 -24,303 (63.95) 176,222