$642 Million is the total value of GOODNOW INVESTMENT GROUP, LLC's 30 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| URI | Sell | UNITED RENTALS INC | $26,387,000 | -12.2% | 237,506 | -17.2% | 4.11% | -9.1% |
| APH | Sell | AMPHENOL CORP NEWcl a | $19,645,000 | +2.4% | 196,723 | -1.2% | 3.06% | +6.1% |
| NSR | Sell | NEUSTAR INCcl a | $19,354,000 | -23.9% | 779,473 | -20.2% | 3.01% | -21.2% |
| HTZ | Sell | HERTZ GLOBAL HOLDINGS INC | $15,740,000 | -53.9% | 619,944 | -49.1% | 2.45% | -52.2% |
| CPRT | Sell | COPART INC | $8,296,000 | -28.3% | 264,917 | -17.7% | 1.29% | -25.7% |
| AAPL | Sell | APPLE INC | $5,529,000 | -84.1% | 54,880 | -85.4% | 0.86% | -83.6% |
| LAD | Exit | Lithia Motors Ord Shs Class A | $0 | – | -15,243 | -100.0% | -0.22% | – |
| SEAS | Exit | SeaWorld Entertainment Ord Shs | $0 | – | -55,523 | -100.0% | -0.24% | – |
| NUS | Exit | Nu Skin Enterprises Ord Shs Class A | $0 | – | -235,091 | -100.0% | -2.61% | – |
| ESRX | Exit | Express Scripts Holding Ord Shs | $0 | – | -348,529 | -100.0% | -3.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Credit Acceptance Ord Shs | 42 | Q3 2023 | 11.9% |
| Zebra Technologies Ord Shs Class A | 38 | Q3 2023 | 14.9% |
| SEI INVTS CO | 37 | Q2 2022 | 4.0% |
| PAYPAL HLDGS INC | 33 | Q3 2023 | 11.8% |
| ETSY INC | 30 | Q3 2023 | 16.3% |
| DISCOVERY INC | 30 | Q3 2020 | 4.7% |
| GAMING & LEISURE PPTYS INC | 29 | Q4 2020 | 6.4% |
| WAYFAIR INC | 28 | Q3 2023 | 9.8% |
| Aircastle Ord Shs | 27 | Q4 2019 | 8.7% |
| CARVANA CO | 26 | Q3 2023 | 23.4% |
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 |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
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.