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| Name: |
GOBI CAPITAL LLC |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94133 |
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data |
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
META |
Meta Platforms Inc |
1 |
- |
$738.09 |
$413,007,000 |
716,579 |
23.52% |
-19,380,000 |
-21,900 |
0.03 |
Internet Service Prov... |
|
|
CACC |
Credit Acceptance Corporation |
2 |
- |
$509.43 |
$206,369,000 |
399,668 |
11.75% |
16,159,000 |
-5,500 |
2.264 |
Credit Services |
|
|
GOOG |
Alphabet Inc |
3 |
- |
$177.39 |
$198,973,000 |
1,273,590 |
11.33% |
-56,192,000 |
-66,279 |
0.021 |
Search Engines & Info... |
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CPRT |
Copart Inc |
4 |
- |
$49.07 |
$161,068,000 |
2,846,221 |
9.17% |
-23,957,000 |
-377,775 |
0.296 |
Auto Dealerships |
|
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HCA |
HCA Holdings Inc |
5 |
- |
$383.10 |
$140,151,000 |
405,587 |
7.98% |
29,249,000 |
36,100 |
0.12 |
Hospitals |
|
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HEI.A |
Heico Corp Class A |
6 |
- |
$258.75 |
$139,152,000 |
659,583 |
7.92% |
18,129,000 |
9,200 |
0.817 |
Aerospace/Defense Pro... |
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BRO |
Brown & Brown Inc |
7 |
- |
$110.87 |
$132,603,000 |
1,065,937 |
7.55% |
22,744,000 |
-10,900 |
0.375 |
Insurance Brokers |
|
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MSCI |
Msci Inc |
8 |
New |
$576.74 |
$115,088,000 |
203,515 |
6.55% |
115,088,000 |
203,515 |
0.245 |
Business Services |
|
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NFLX |
Netflix Inc |
9 |
- |
$1,339.13 |
$108,034,000 |
115,850 |
6.15% |
-22,844,000 |
-30,986 |
0.026 |
Music & Video Stores |
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KARO |
Karooooo Ord Shs |
10 |
- |
$0.00 |
$93,616,000 |
2,200,668 |
5.33% |
-5,744,000 |
0 |
2.445 |
N/A |
|
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PLUS |
ePlus Inc |
11 |
- |
$72.10 |
$47,818,000 |
783,515 |
2.72% |
-21,343,000 |
-152,607 |
2.914 |
Credit Services |
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