GOODNOW INVESTMENT GROUP, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 34
New Positions 1
Increased Positions 23
Decreased Positions 11
Positions with Activity 34
Sold Out Positions 4
Total Mkt Value (in $ millions) 698

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

Sector Weighting

Basic Materials
Capital Goods 1.78%
Conglomerates 0%
Consumer Cyclical 4.42%
Consumer/Non-Cyclical 13.76%
Energy
Financial 7.37%
Healthcare
Services 44.03%
Technology 15.97%
Transportation 6.91%
Utilities

34 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KEURIG GREEN MTN INC COM 95,979 248 .26 697,269
GENESEE & WYO INC CL A 48,246 172 .36 537,499
AIRCASTLE LTD COM 45,287 110 .24 2,127,139
CIMPRESS N V SHS EURO 42,832 195 .46 565,369
COGNIZANT TECHNOLOGY SOLUTIONS CL A 42,485 25,105 144.45 782,996
EBAY INC COM 38,921 99 .26 681,625
DOLLAR TREE INC COM 34,153 6,375 22.95 488,876
QUALCOMM INC COM 31,020 7,542 32.13 415,481
UNITED RENTALS INC COM 24,900 -5,186 (17.24) 237,506
GAP INC DEL COM 23,958 61 .26 577,870
GAMING & LEISURE PPTYS INC COM 23,062 52 .23 780,709
CREDIT ACCEP CORP MICH COM 22,251 754 3.51 161,122
TRW AUTOMOTIVE HLDGS CORP COM 21,765 2,864 15.16 212,035
AMPHENOL CORP NEW CL A 21,742 -268 (1.22) 393,446
NEUSTAR INC CL A 21,506 -5,461 (20.25) 779,473
WORLD ACCEP CORP DEL COM 20,263 10,114 99.66 253,351
COMMSCOPE HLDG CO INC COM 17,162 16,659 3,310.40 740,057
DISCOVERY COMMUNICATNS NEW COM SER C 16,675 -229 (1.35) 490,575
STRAYER ED INC COM 15,870 6,654 72.21 214,864
HERTZ GLOBAL HOLDINGS INC COM 15,114 -14,554 (49.06) 619,944


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