Gobi Capital as of Dec. 31, 2016
Portfolio Holdings for Gobi Capital
Gobi Capital holds 9 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 22.4 | $24M | 112k | 217.51 | |
| ePlus (PLUS) | 19.3 | $21M | 183k | 115.20 | |
| Ituran Location And Control (ITRN) | 17.2 | $19M | 709k | 26.50 | |
| Rmr Group Inc cl a (RMR) | 15.3 | $17M | 425k | 39.50 | |
| Old Dominion Freight Line (ODFL) | 9.5 | $10M | 121k | 85.79 | |
| NetEase (NTES) | 6.7 | $7.3M | 34k | 215.33 | |
| McKesson Corporation (MCK) | 5.5 | $6.1M | 43k | 140.46 | |
| Wayside Technology (CLMB) | 2.5 | $2.7M | 144k | 18.70 | |
| Microsoft Corporation (MSFT) | 1.6 | $1.8M | 28k | 62.13 |
