Q1 2025 · 13F-HR
GOBI CAPITAL LLCholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001215
$1.76B
Reported value
11
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $413.0M | 23.5% | 716,579 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $206.4M | 11.8% | 399,668 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $199.0M | 11.3% | 1,273,590 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $161.1M | 9.17% | 2,846,221 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $140.2M | 7.98% | 405,587 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $139.2M | 7.92% | 659,583 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $132.6M | 7.55% | 1,065,937 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $115.1M | 6.55% | 203,515 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $108.0M | 6.15% | 115,850 | Common | SOLE |
| Y4600W108 | KARO | KAROOOOO LTD | $93.6M | 5.33% | 2,200,668 | Common | SOLE |
| 294268107 | PLUS | EPLUS INC | $47.8M | 2.72% | 783,515 | 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.