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 29
New Positions 2
Increased Positions 22
Decreased Positions 5
Positions with Activity 27
Sold Out Positions 2
Total Mkt Value (in $ millions) 612

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 9.01%
Conglomerates
Consumer Cyclical 1.46%
Consumer/Non-Cyclical 8.38%
Energy
Financial 12.35%
Healthcare
Services 40.98%
Technology 7.66%
Transportation 6.8%
Utilities

29 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 51,320 883 1.75 683,900
ZEBRA TECHNOLOGIES CORP CL A 48,447 -388 (0.79) 450,128
AIRCASTLE LTD COM 48,050 88 .18 1,996,273
GENESEE & WYO INC CL A 41,613 578 1.41 584,294
CREDIT ACCEP CORP MICH COM 40,966 613 1.52 170,543
NEUSTAR INC CL A 35,907 8,886 32.89 1,163,166
COMMSCOPE HLDG CO INC COM 32,719 456 1.41 1,042,998
PENSKE AUTOMOTIVE GRP INC COM 31,040 343 1.12 574,824
CIMPRESS N V SHS EURO 29,409 33 .11 455,749
QUALCOMM INC COM 28,157 384 1.38 437,290
UNITED RENTALS INC COM 27,174 6,021 28.46 405,644
STRAYER ED INC COM 26,362 17,575 200.02 474,045
PAYPAL HLDGS INC COM 24,028 197 .83 620,869
WORLD ACCEP CORP DEL COM 21,027 5,677 36.98 386,385
GAMING & LEISURE PPTYS INC COM 20,557 390 1.93 627,705
EBAY INC COM 17,459 143 .83 620,869
ASBURY AUTOMOTIVE GROUP INC COM 16,603 184 1.12 188,026
DISCOVERY COMMUNICATNS NEW COM SER C 13,839 3,184 29.89 456,725
SEI INVESTMENTS CO COM 13,628 210 1.56 255,642
COGNIZANT TECHNOLOGY SOLUTIONS CL A 11,065 -36,891 (76.93) 175,352


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