GOODNOW INVESTMENT GROUP, LLC
9 OLD KINGS HIGHWAY SOUTH, DARIEN, Connecticut, 06820, (203) 655-6272
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 37 |
| New Positions | 6 |
| Increased Positions | 24 |
| Decreased Positions | 13 |
| Positions with Activity | 37 |
| Sold Out Positions | 5 |
| Total Mkt Value (in $ millions) |
498 |
Sector Weighting
| Basic Materials | 6.25% |
| Capital Goods | 0.13% |
| Conglomerates | |
| Consumer Cyclical | 3.4% |
| Consumer/Non-Cyclical | 13.06% |
| Energy | |
| Financial | 4.46% |
| Healthcare | 0.81% |
| Services | 42.06% |
| Technology | 17.37% |
| Transportation | 12.46% |
| Utilities | 0% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
37 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| GREEN MTN COFFEE ROASTERS INC | COM | 65,064 | 3,664 | 5.97 | 892,143 |
| GENESEE & WYO INC | CL A | 38,360 | -4,695 | (10.91) | 436,854 |
| AMPHENOL CORP NEW | CL A | 38,299 | -1,539 | (3.86) | 491,013 |
| NEUSTAR INC | CL A | 38,145 | 2,582 | 7.26 | 806,784 |
| AIRCASTLE LTD | COM | 31,506 | 2,172 | 7.41 | 1,982,729 |
| EXPRESS SCRIPTS HLDG CO | COM | 31,372 | 2,142 | 7.33 | 498,913 |
| VISTAPRINT N V | SHS | 28,097 | 2,999 | 11.95 | 605,671 |
| POLYPORE INTL INC | COM | 27,313 | -1,889 | (6.47) | 672,897 |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 24,604 | -1,609 | (6.14) | 349,543 |
| APPLE INC | COM | 24,306 | 6,718 | 38.20 | 54,973 |
| ATLAS AIR WORLDWIDE HLDGS INC | COM NEW | 23,746 | -354 | (1.47) | 522,806 |
| TRIPADVISOR INC | COM | 23,611 | 1,437 | 6.48 | 380,460 |
| UNITED RENTALS INC | COM | 16,389 | 1,212 | 7.99 | 292,339 |
| QUALCOMM INC | COM | 15,716 | 1,075 | 7.35 | 245,907 |
| DOLLAR TREE INC | COM | 12,707 | 12,707 | New | 253,177 |
| CREDIT ACCEP CORP MICH | COM | 12,281 | -27 | (0.22) | 113,493 |
| FORD MTR CO DEL | COM PAR $0.01 | 6,527 | 483 | 7.99 | 440,703 |
| GENERAL MTRS CO | COM | 5,630 | 416 | 7.99 | 171,379 |
| SEI INVESTMENTS CO | COM | 5,506 | 344 | 6.66 | 180,700 |
| RADWARE LTD | ORD | 5,483 | 5,483 | New | 366,518 |
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