Gobi Capital as of March 31, 2019
Portfolio Holdings for Gobi Capital
Gobi Capital holds 8 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 26.5 | $131M | 290k | 451.93 | |
| Facebook Inc cl a (META) | 23.1 | $115M | 688k | 166.69 | |
| Alphabet Inc Class C cs (GOOG) | 16.8 | $83M | 71k | 1173.32 | |
| Alliance Data Systems Corporation (BFH) | 12.0 | $60M | 340k | 174.98 | |
| Ituran Location And Control (ITRN) | 8.9 | $44M | 1.3M | 34.15 | |
| Baidu (BIDU) | 8.5 | $42M | 255k | 164.85 | |
| Tesla Inc convertible security | 2.5 | $12M | 11M | 1.09 | |
| Rmr Group Inc cl a (RMR) | 1.9 | $9.4M | 154k | 60.98 |
