Gobi Capital as of March 31, 2018
Portfolio Holdings for Gobi Capital
Gobi Capital holds 8 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 33.5 | $66M | 200k | 330.41 | |
| Ituran Location And Control (ITRN) | 15.2 | $30M | 963k | 31.10 | |
| Alliance Data Systems Corporation (BFH) | 14.0 | $28M | 130k | 212.86 | |
| Rmr Group Inc cl a (RMR) | 12.8 | $25M | 361k | 69.95 | |
| Fox News | 8.1 | $16M | 441k | 36.37 | |
| Old Dominion Freight Line (ODFL) | 7.5 | $15M | 100k | 146.97 | |
| ePlus (PLUS) | 4.5 | $9.0M | 116k | 77.70 | |
| Tesla Inc convertible security | 4.4 | $8.6M | 8.3M | 1.04 |
