Gobi Capital as of March 31, 2017
Portfolio Holdings for Gobi Capital
Gobi Capital holds 9 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 21.4 | $33M | 165k | 199.41 | |
| Ituran Location And Control (ITRN) | 17.5 | $27M | 873k | 30.85 | |
| Cerner Corporation | 15.1 | $23M | 394k | 58.85 | |
| ePlus (PLUS) | 14.9 | $23M | 169k | 135.05 | |
| Rmr Group Inc cl a (RMR) | 13.6 | $21M | 421k | 49.50 | |
| NetEase (NTES) | 7.8 | $12M | 42k | 284.00 | |
| Old Dominion Freight Line (ODFL) | 7.0 | $11M | 126k | 85.57 | |
| Wayside Technology (CLMB) | 1.6 | $2.5M | 131k | 18.80 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.7M | 26k | 65.86 |
