GOODNOW INVESTMENT GROUP, LLC Information

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

Report Date: 12/31/2016

Position Statistics

Total Positions 23
New Positions 2
Increased Positions 6
Decreased Positions 17
Positions with Activity 23
Sold Out Positions 0
Total Mkt Value (in $ millions) 451

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

Sector Weighting

Energy
Basic Materials
Industrials 22.43%
Consumer Cyclicals 18.9%
Consumer Non-Cyclicals 7.66%
Financials 18.37%
Healthcare
Technology 22.73%
Telecommunication Services 9.92%
Utilities

23 Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AIRCASTLE LTD COM 42,435 -633 (1.47) 1,822,014
ZEBRA TECHNOLOGIES CORP CL A 42,003 -280 (0.66) 483,569
PAYPAL HLDGS INC COM 40,468 974 2.47 936,974
CREDIT ACCEP CORP MICH COM 40,095 -264 (0.65) 215,841
STRAYER ED INC COM 34,522 -4,504 (11.54) 440,337
COMMSCOPE HLDG CO INC COM 33,191 2,765 9.09 832,472
GENESEE & WYO INC CL A 31,270 -207 (0.66) 476,754
SINCLAIR BROADCAST GROUP INC CL A 29,635 -194 (0.65) 755,027
GAMING & LEISURE PPTYS INC COM 20,922 -4,929 (19.07) 655,644
CIMPRESS N V SHS EURO 19,366 -788 (3.91) 236,117
SEI INVESTMENTS CO COM 17,349 -119 (0.68) 340,915
MOBILEYE N V AMSTELVEEN ORD SHS 15,938 10,861 213.92 262,352
DISCOVERY COMMUNICATNS NEW COM SER C 14,512 -290 (1.96) 537,472
ASBURY AUTOMOTIVE GROUP INC COM 13,255 -5,518 (29.39) 219,640
NEUSTAR INC CL A 11,506 -8,175 (41.54) 348,129
GENERAL MTRS CO COM 8,329 -53 (0.64) 242,183
UNITED RENTALS INC COM 8,038 -7,740 (49.06) 66,768
WAYFAIR INC CL A 7,886 7,886 New 203,620
DOLLAR TREE INC COM 7,144 -3 (0.04) 96,561
WORLD ACCEP CORP DEL COM 4,411 -6,071 (57.92) 89,444