Gobi Capital as of Dec. 31, 2019
Portfolio Holdings for Gobi Capital
Gobi Capital holds 12 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 22.3 | $156M | 758k | 205.25 | |
| Credit Acceptance (CACC) | 20.6 | $144M | 325k | 442.33 | |
| Alphabet Inc Class C cs (GOOG) | 19.5 | $135M | 101k | 1337.02 | |
| Visa (V) | 7.8 | $54M | 289k | 187.90 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 6.1 | $42M | 1.1M | 40.22 | |
| Ituran Location And Control (ITRN) | 5.3 | $37M | 1.5M | 25.13 | |
| Baidu (BIDU) | 4.6 | $32M | 253k | 126.40 | |
| Alliance Data Systems Corporation (BFH) | 4.5 | $31M | 280k | 112.20 | |
| Cdw (CDW) | 3.3 | $23M | 160k | 142.84 | |
| Old Dominion Freight Line (ODFL) | 2.6 | $18M | 97k | 189.78 | |
| Tesla Inc convertible security | 2.3 | $16M | 11M | 1.42 | |
| Rmr Group Inc cl a (RMR) | 1.1 | $7.7M | 170k | 45.64 |
