Gobi Capital as of Dec. 31, 2018
Portfolio Holdings for Gobi Capital
Gobi Capital holds 8 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 23.8 | $88M | 231k | 381.76 | |
| Facebook Inc cl a (META) | 20.1 | $74M | 565k | 131.09 | |
| Baidu (BIDU) | 16.3 | $60M | 380k | 158.60 | |
| Alliance Data Systems Corporation (BFH) | 15.1 | $56M | 372k | 150.08 | |
| Fox News | 9.9 | $37M | 769k | 47.78 | |
| Ituran Location And Control (ITRN) | 8.9 | $33M | 1.0M | 32.06 | |
| Tesla Inc convertible security | 3.7 | $14M | 11M | 1.22 | |
| Rmr Group Inc cl a (RMR) | 2.2 | $8.2M | 154k | 53.08 |
