GOODNOW INVESTMENT GROUP, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 2
Increased Positions 22
Decreased Positions 7
Positions with Activity 29
Sold Out Positions 3
Total Mkt Value (in $ millions) 643

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

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical 2.74%
Consumer/Non-Cyclical 15.73%
Energy
Financial 5.62%
Healthcare 0%
Services 48%
Technology 16.7%
Transportation 8.57%
Utilities

29 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KEURIG GREEN MTN INC COM 86,290 -18,996 (18.04) 715,029
GENESEE & WYO INC CL A 55,038 307 .56 538,109
APPLE INC COM 43,826 807 1.88 448,707
EXPRESS SCRIPTS HLDG CO COM 36,504 -5,234 (12.54) 550,169
AIRCASTLE LTD COM 36,435 1,111 3.15 2,059,639
EBAY INC COM 36,029 7,209 25.01 683,015
UNITED RENTALS INC COM 35,975 103 .29 319,236
HERTZ GLOBAL HOLDINGS INC COM 34,775 -3,918 (10.13) 1,222,764
NEUSTAR INC CL A 31,203 2,366 8.21 1,072,271
QUALCOMM INC COM 24,107 137 .57 316,781
GAP INC DEL COM 23,116 932 4.20 579,050
VISTAPRINT N V SHS 21,965 1,103 5.29 563,059
DOLLAR TREE INC COM 21,690 821 3.93 400,036
DISCOVERY COMMUNICATNS NEW COM SER C 20,357 847 4.34 249,691
AMPHENOL CORP NEW CL A 19,824 -1,032 (4.95) 203,119
CREDIT ACCEP CORP MICH COM 18,403 810 4.61 156,022
GAMING & LEISURE PPTYS INC COM 16,934 8,242 94.82 485,770
NU SKIN ENTERPRISES INC CL A 14,791 11,596 362.94 236,051
COPART INC COM 11,174 607 5.74 321,937
WORLD ACCEP CORP DEL COM 10,285 10,285 New 126,960