Gobi Capital as of Sept. 30, 2019
Portfolio Holdings for Gobi Capital
Gobi Capital holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 22.7 | $149M | 323k | 461.31 | |
| Facebook Inc cl a (META) | 20.4 | $134M | 751k | 178.08 | |
| Alphabet Inc Class C cs (GOOG) | 18.8 | $124M | 101k | 1219.00 | |
| Alliance Data Systems Corporation (BFH) | 7.6 | $50M | 388k | 128.13 | |
| Visa (V) | 7.5 | $49M | 285k | 172.01 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.6 | $37M | 1.2M | 30.95 | |
| Ituran Location And Control (ITRN) | 5.5 | $36M | 1.5M | 24.81 | |
| Baidu (BIDU) | 4.0 | $27M | 258k | 102.76 | |
| Cdw (CDW) | 2.8 | $19M | 152k | 123.24 | |
| Old Dominion Freight Line (ODFL) | 2.2 | $15M | 86k | 169.97 | |
| Tesla Inc convertible security | 1.7 | $11M | 11M | 1.02 | |
| Rmr Group Inc cl a (RMR) | 1.2 | $7.7M | 170k | 45.48 |
