Q2 2023 · 13F-HR
GOBI CAPITAL LLCholdings as filed
Filed 2023-08-14 · accession 0001420506-23-001671
$1.54B
Reported value
10
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $323.6M | 21.0% | 1,127,453 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $241.2M | 15.6% | 474,927 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $200.3M | 13.0% | 1,655,890 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $162.0M | 10.5% | 883,007 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $160.8M | 10.4% | 1,762,882 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $140.8M | 9.12% | 319,752 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $110.9M | 7.18% | 365,516 | Common | SOLE |
| 31946M103 | FCNCA | FIRST CTZNS BANCSHARES INC N | $79.0M | 5.12% | 61,539 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $73.8M | 4.78% | 524,705 | Common | SOLE |
| Y4600W108 | KARO | KAROOOOO LTD | $51.6M | 3.34% | 2,206,155 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.