$615 Million is the total value of GOODNOW INVESTMENT GROUP, LLC's 29 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NSR | Buy | NEUSTAR INCcl a | $47,413,000 | +7.7% | 958,224 | +6.0% | 7.71% | -3.5% |
| GWR | Buy | GENESEE & WYO INCcl a | $47,088,000 | +13.7% | 506,487 | +3.8% | 7.66% | +1.9% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $37,592,000 | +6.1% | 608,282 | +6.0% | 6.11% | -4.9% |
| TRIP | Buy | TRIPADVISOR INC | $31,586,000 | +30.2% | 416,487 | +4.5% | 5.14% | +16.6% |
| DISCK | Buy | DISCOVERY COMMUNICATNS NEW | $29,024,000 | +16.0% | 371,530 | +3.6% | 4.72% | +4.0% |
| AAPL | Buy | APPLE INC | $29,005,000 | +27.4% | 60,840 | +6.0% | 4.72% | +14.2% |
| HTZ | Buy | HERTZ GLOBAL HOLDINGS INC | $28,716,000 | +24.9% | 1,295,830 | +39.8% | 4.67% | +11.9% |
| EBAY | New | EBAY INC | $22,824,000 | – | 409,065 | +100.0% | 3.71% | – |
| URI | Buy | UNITED RENTALS INC | $21,901,000 | +24.0% | 375,726 | +6.2% | 3.56% | +11.1% |
| DLTR | Buy | DOLLAR TREE INC | $21,278,000 | +46.3% | 372,252 | +30.1% | 3.46% | +31.1% |
| CACC | Buy | CREDIT ACCEP CORP MICH | $15,970,000 | +12.0% | 144,122 | +6.2% | 2.60% | +0.4% |
| GPS | Buy | GAP INC DEL | $10,320,000 | +72.5% | 256,209 | +78.8% | 1.68% | +54.7% |
| CPRT | Buy | COPART INC | $9,362,000 | +98.7% | 294,487 | +92.5% | 1.52% | +78.0% |
| GM | New | GENERAL MTRS CO | $7,488,000 | – | 208,185 | +100.0% | 1.22% | – |
| GRMN | Buy | GARMIN LTD | $7,117,000 | +671.9% | 157,481 | +517.6% | 1.16% | +592.8% |
| SEIC | Buy | SEI INVESTMENTS CO | $6,147,000 | +15.0% | 198,879 | +5.8% | 1.00% | +3.1% |
| STRA | Buy | STRAYER ED INC | $5,511,000 | +72.9% | 132,732 | +103.3% | 0.90% | +55.0% |
| WRLD | Buy | WORLD ACCEP CORP DEL | $4,649,000 | +124.6% | 51,697 | +117.1% | 0.76% | +101.1% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $3,842,000 | – | 46,789 | +100.0% | 0.62% | – |
| HXL | Buy | HEXCEL CORP NEW | $1,610,000 | +20.8% | 41,484 | +6.0% | 0.26% | +8.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Credit Acceptance Ord Shs | 45 | Q2 2024 | 11.9% |
| Zebra Technologies Ord Shs Class A | 39 | Q4 2023 | 14.9% |
| SEI INVTS CO | 37 | Q2 2022 | 4.0% |
| PAYPAL HLDGS INC | 36 | Q2 2024 | 11.8% |
| ETSY INC | 33 | Q2 2024 | 16.3% |
| WAYFAIR INC | 31 | Q2 2024 | 9.8% |
| DISCOVERY INC | 30 | Q3 2020 | 4.7% |
| CARVANA CO | 29 | Q2 2024 | 23.4% |
| GAMING & LEISURE PPTYS INC | 29 | Q4 2020 | 6.4% |
| YELP INC | 28 | Q2 2024 | 4.4% |
View GOODNOW INVESTMENT GROUP, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CARVANA CO. | February 14, 2019 | 1,906,015 | 4.9% |
| STRAYER EDUCATION INC | February 09, 2017 | 440,337 | 4.0% |
| WORLD ACCEPTANCE CORP | February 09, 2017 | 89,444 | 1.0% |
| MFRI INCSold out | February 04, 2010 | 0 | 0.0% |
View GOODNOW INVESTMENT GROUP, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View GOODNOW INVESTMENT GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.