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) 652

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

Sector Weighting

Basic Materials 0.76%
Capital Goods 8.78%
Conglomerates
Consumer Cyclical 1.58%
Consumer/Non-Cyclical 9.25%
Energy
Financial 12.96%
Healthcare
Services 42.99%
Technology 7.67%
Transportation 7.43%
Utilities

28 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KEURIG GREEN MTN INC COM 60,334 1,038 1.75 683,900
ZEBRA TECHNOLOGIES CORP CL A 49,244 -394 (0.79) 450,128
GENESEE & WYO INC CL A 48,502 673 1.41 584,294
AIRCASTLE LTD COM 47,911 87 .18 1,996,273
CREDIT ACCEP CORP MICH COM 40,422 605 1.52 170,543
UNITED RENTALS INC COM 38,516 8,534 28.46 405,644
EBAY INC COM 37,600 308 .83 620,869
CIMPRESS N V SHS EURO 37,390 42 .11 455,749
COMMSCOPE HLDG CO INC COM 32,646 455 1.41 1,042,998
WORLD ACCEP CORP DEL COM 31,900 8,612 36.98 386,385
NEUSTAR INC CL A 31,836 7,879 32.89 1,163,166
QUALCOMM INC COM 30,873 421 1.38 437,290
PENSKE AUTOMOTIVE GRP INC COM 29,920 330 1.12 574,824
GAMING & LEISURE PPTYS INC COM 23,313 442 1.93 627,705
STRAYER ED INC COM 21,692 14,462 200.02 474,045
ASBURY AUTOMOTIVE GROUP INC COM 16,304 181 1.12 188,026
DISCOVERY COMMUNICATNS NEW COM SER C 14,168 3,260 29.89 456,725
SEI INVESTMENTS CO COM 12,209 188 1.56 255,642
COGNIZANT TECHNOLOGY SOLUTIONS CL A 11,370 -37,908 (76.93) 175,352
GENERAL MTRS CO COM 10,313 128 1.25 283,410


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