Q4 2024 · 13F-HR
GOBI CAPITAL LLCholdings as filed
Filed 2025-02-14 · accession 0001420506-25-000581
$1.70B
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $432.4M | 25.4% | 738,479 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $255.2M | 15.0% | 1,339,869 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $190.2M | 11.2% | 405,168 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $185.0M | 10.9% | 3,223,996 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $130.9M | 7.68% | 146,836 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $121.0M | 7.10% | 650,383 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $110.9M | 6.51% | 369,487 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $109.9M | 6.45% | 1,076,837 | Common | SOLE |
| Y4600W108 | KARO | KAROOOOO LTD | $99.4M | 5.83% | 2,200,668 | Common | SOLE |
| 294268107 | PLUS | EPLUS INC | $69.2M | 4.06% | 936,122 | 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.