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Gobi Capital LLC

Q1 2018 Holdings

Filed 2018-05-14 | 8 holdings | $66.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Credit Accep Corp Mich(CACC)COM225310101$66.0M199,88799.8%
Ituran Location and Control(ITRN)SHSM6158M104$29.9K962,7230.0%
Alliance Data Systems Corp(BFH)COM018581108$27.6K129,7000.0%
RMR Group Inc(RMR)CL A74967R106$25.2K360,8220.0%
Twenty First Centy FOX IncCL B90130A200$16.0K440,6590.0%
Old Dominion Fght Lines Inc(ODFL)COM679580100$14.7K100,2140.0%
Eplus Inc(PLUS)COM294268107$9.0K115,5210.0%
Tesla IncNOTE 2.375% 3/188160RAD3$8.7K8,311,0000.0%