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Gobi Capital LLC

Q4 2017 Holdings

Filed 2018-02-13 | 9 holdings | $57.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Credit Accep Corp Mich(CACC)COM225310101$57.3M177,18799.7%
Ituran Location and Control(ITRN)SHSM6158M104$31.6K923,8170.1%
RMR Group Inc(RMR)CL A74967R106$26.9K454,3870.0%
Cerner Corp(CERNCHF)COM156782104$25.9K383,9310.0%
Eplus Inc(PLUS)COM294268107$19.1K253,3180.0%
Old Dominion Fght Lines Inc(ODFL)COM679580100$18.4K140,0420.0%
Twenty First Centy FOX IncCL B90130A200$12.8K375,2450.0%
Tesla IncNOTE 2.375% 3/188160RAD3$10.0K8,576,0000.0%
Wayside Technology Group Inc(CLMB)COM946760105$2.0K117,6590.0%