Gobi Capital as of June 30, 2019
Portfolio Holdings for Gobi Capital
Gobi Capital holds 8 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 29.2 | $146M | 303k | 483.83 | |
| Facebook Cl A (META) | 26.5 | $133M | 690k | 193.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 19.0 | $95M | 88k | 1080.91 | |
| Alliance Data Systems Corporation (BFH) | 9.1 | $46M | 326k | 140.13 | |
| Ituran Location And Control SHS (ITRN) | 7.7 | $39M | 1.3M | 30.09 | |
| Baidu Spon Adr Rep A (BIDU) | 4.8 | $24M | 206k | 117.36 | |
| Tesla Note 2.375% 3/1 | 2.2 | $11M | 11M | 0.99 | |
| Rmr Group Cl A (RMR) | 1.4 | $7.2M | 154k | 46.98 |
