Gobi Capital as of Sept. 30, 2018
Portfolio Holdings for Gobi Capital
Gobi Capital holds 9 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 27.1 | $100M | 228k | 438.07 | |
| Facebook Inc cl a (META) | 16.1 | $60M | 362k | 164.46 | |
| Alliance Data Systems Corporation (BFH) | 15.9 | $58M | 248k | 236.16 | |
| Baidu (BIDU) | 11.1 | $41M | 179k | 228.68 | |
| Fox News | 9.6 | $35M | 769k | 45.82 | |
| Ituran Location And Control (ITRN) | 9.5 | $35M | 1.0M | 34.40 | |
| Old Dominion Freight Line (ODFL) | 4.5 | $17M | 104k | 161.26 | |
| Rmr Group Inc cl a (RMR) | 3.9 | $14M | 156k | 92.80 | |
| Tesla Inc convertible security | 2.3 | $8.5M | 8.3M | 1.02 |
