Gobi Capital as of June 30, 2017
Portfolio Holdings for Gobi Capital
Gobi Capital holds 9 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 24.2 | $43M | 168k | 257.14 | |
| Ituran Location And Control (ITRN) | 14.9 | $27M | 852k | 31.30 | |
| Cerner Corporation | 14.4 | $26M | 388k | 66.47 | |
| ePlus (PLUS) | 13.7 | $24M | 330k | 74.10 | |
| Rmr Group Inc cl a (RMR) | 11.4 | $20M | 420k | 48.65 | |
| NetEase (NTES) | 7.0 | $13M | 42k | 300.64 | |
| Old Dominion Freight Line (ODFL) | 7.0 | $13M | 131k | 95.24 | |
| Tesla Inc convertible security | 6.0 | $11M | 8.5M | 1.26 | |
| Wayside Technology (CLMB) | 1.4 | $2.5M | 127k | 19.35 |
