Q3 2023 · 13F-HR
GOBI CAPITAL LLCholdings as filed
Filed 2023-11-14 · accession 0001420506-23-002181
$1.35B
Reported value
10
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $282.7M | 20.9% | 941,553 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $189.6M | 14.0% | 1,437,790 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $189.0M | 14.0% | 410,827 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $151.9M | 11.3% | 3,525,764 | Common | SOLE |
| 12514G108 | CDW | CDW CORP | $136.8M | 10.1% | 678,207 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $116.2M | 8.61% | 307,846 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $87.1M | 6.45% | 354,116 | Common | SOLE |
| 31946M103 | FCNCA | FIRST CTZNS BANCSHARES INC N | $84.9M | 6.29% | 61,539 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $67.8M | 5.02% | 524,705 | Common | SOLE |
| Y4600W108 | KARO | KAROOOOO LTD | $43.9M | 3.25% | 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.