GOODNOW INVESTMENT GROUP, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 28
New Positions 2
Increased Positions 21
Decreased Positions 5
Positions with Activity 26
Sold Out Positions 2
Total Mkt Value (in $ millions) 620

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

Sector Weighting

Basic Materials 0.73%
Capital Goods 9.32%
Conglomerates
Consumer Cyclical 1.49%
Consumer/Non-Cyclical 7.92%
Energy
Financial 12.91%
Healthcare
Services 44.33%
Technology 7.37%
Transportation 7.07%
Utilities

28 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ZEBRA TECHNOLOGIES CORP CL A 50,342 -403 (0.79) 450,128
KEURIG GREEN MTN INC COM 49,084 845 1.75 683,900
AIRCASTLE LTD COM 45,435 83 .18 1,996,273
CREDIT ACCEP CORP MICH COM 44,865 671 1.52 170,543
GENESEE & WYO INC CL A 43,828 608 1.41 584,294
EBAY INC COM 38,342 314 .83 620,869
CIMPRESS N V SHS EURO 37,376 41 .11 455,749
UNITED RENTALS INC COM 33,770 7,482 28.46 405,644
NEUSTAR INC CL A 32,627 8,074 32.89 1,163,166
COMMSCOPE HLDG CO INC COM 31,895 444 1.41 1,042,998
PENSKE AUTOMOTIVE GRP INC COM 29,839 329 1.12 574,824
QUALCOMM INC COM 27,597 376 1.38 437,290
GAMING & LEISURE PPTYS INC COM 23,018 436 1.93 627,705
WORLD ACCEP CORP DEL COM 22,569 6,093 36.98 386,385
STRAYER ED INC COM 21,067 14,045 200.02 474,045
ASBURY AUTOMOTIVE GROUP INC COM 17,095 190 1.12 188,026
DISCOVERY COMMUNICATNS NEW COM SER C 14,158 3,258 29.89 456,725
SEI INVESTMENTS CO COM 12,566 193 1.56 255,642
COGNIZANT TECHNOLOGY SOLUTIONS CL A 10,514 -35,055 (76.93) 175,352
GENERAL MTRS CO COM 9,253 114 1.25 283,410