Gobi Capital as of Sept. 30, 2017
Portfolio Holdings for Gobi Capital
Gobi Capital holds 9 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 25.0 | $47M | 167k | 280.17 | |
| Ituran Location And Control (ITRN) | 16.8 | $32M | 875k | 36.05 | |
| Cerner Corporation | 14.6 | $27M | 384k | 71.32 | |
| Rmr Group Inc cl a (RMR) | 12.1 | $23M | 441k | 51.35 | |
| ePlus (PLUS) | 10.8 | $20M | 218k | 92.45 | |
| Old Dominion Freight Line (ODFL) | 8.2 | $15M | 140k | 110.11 | |
| NetEase (NTES) | 6.0 | $11M | 43k | 263.80 | |
| Tesla Inc convertible security | 5.6 | $11M | 8.6M | 1.23 | |
| Wayside Technology (CLMB) | 0.9 | $1.7M | 122k | 13.57 |
