GOODNOW INVESTMENT GROUP, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 32
New Positions 3
Increased Positions 21
Decreased Positions 11
Positions with Activity 32
Sold Out Positions 5
Total Mkt Value (in $ millions) 607

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

Sector Weighting

Basic Materials 3.53%
Capital Goods
Conglomerates
Consumer Cyclical 1.49%
Consumer/Non-Cyclical 14.86%
Energy
Financial 4.51%
Healthcare 0.06%
Services 49.62%
Technology 15.86%
Transportation 8.54%
Utilities

32 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KEURIG GREEN MTN INC COM 85,831 10,157 13.42 872,440
GENESEE & WYO INC CL A 51,868 2,774 5.65 535,109
EXPRESS SCRIPTS HLDG CO COM 45,475 1,502 3.42 629,059
HERTZ GLOBAL HOLDINGS INC COM 38,190 1,816 4.99 1,360,514
AIRCASTLE LTD COM 37,221 1,226 3.41 1,996,845
APPLE INC COM 33,030 1,092 3.42 62,921
EBAY INC COM 30,033 7,547 33.56 546,355
UNITED RENTALS INC COM 29,754 -5,365 (15.28) 318,326
NEUSTAR INC CL A 28,996 958 3.42 990,961
VISTAPRINT N V SHS 26,370 889 3.49 534,779
QUALCOMM INC COM 25,614 4,286 20.10 314,981
GAP INC DEL COM 21,439 11,554 116.89 555,700
POLYPORE INTL INC COM 21,413 -321 (1.48) 611,624
CREDIT ACCEP CORP MICH COM 20,892 705 3.49 149,152
AMPHENOL CORP NEW CL A 20,113 -27,590 (57.84) 213,694
DOLLAR TREE INC COM 19,664 646 3.40 384,896
DISCOVERY COMMUNICATNS NEW COM SER C 17,409 -9,620 (35.59) 239,300
COPART INC COM 11,110 364 3.39 304,457
GAMING & LEISURE PPTYS INC COM 9,355 9,355 New 249,344
GENERAL MTRS CO COM 9,073 1,999 28.25 267,005