Gobi Capital as of Dec. 31, 2017
Portfolio Holdings for Gobi Capital
Gobi Capital holds 9 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 28.1 | $57M | 177k | 323.48 | |
| Ituran Location And Control (ITRN) | 15.5 | $32M | 924k | 34.20 | |
| Rmr Group Inc cl a (RMR) | 13.2 | $27M | 454k | 59.30 | |
| Cerner Corporation | 12.7 | $26M | 384k | 67.39 | |
| ePlus (PLUS) | 9.3 | $19M | 253k | 75.20 | |
| Old Dominion Freight Line (ODFL) | 9.0 | $18M | 140k | 131.55 | |
| Fox News | 6.3 | $13M | 375k | 34.12 | |
| Tesla Inc convertible security | 4.9 | $10M | 8.6M | 1.17 | |
| Wayside Technology (CLMB) | 1.0 | $2.0M | 118k | 16.70 |
