Gobi Capital as of June 30, 2018
Portfolio Holdings for Gobi Capital
Gobi Capital holds 8 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 30.5 | $76M | 214k | 353.40 | |
| Alliance Data Systems Corporation (BFH) | 19.1 | $47M | 203k | 233.20 | |
| Fox News | 13.6 | $34M | 681k | 49.27 | |
| Ituran Location And Control (ITRN) | 11.8 | $29M | 963k | 30.35 | |
| Rmr Group Inc cl a (RMR) | 9.0 | $22M | 284k | 78.45 | |
| Old Dominion Freight Line (ODFL) | 6.0 | $15M | 100k | 148.96 | |
| Facebook Inc cl a (META) | 6.0 | $15M | 77k | 194.32 | |
| Tesla Inc convertible security | 4.1 | $10M | 8.3M | 1.22 |
