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| Name: |
GOBI CAPITAL LLC |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94133 |
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data |
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| Holdings
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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 |
|
FB |
Meta Platforms Inc |
1 |
- |
$464.63 |
$387,862,000 |
798,761 |
24.21% |
88,213,000 |
-47,800 |
0.033 |
Internet Service Prov... |
|
|
GOOG |
Alphabet Inc |
2 |
- |
$179.54 |
$206,676,000 |
1,357,390 |
12.9% |
15,379,000 |
0 |
0.022 |
Search Engines & Info... |
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|
CACC |
Credit Acceptance Corporation |
3 |
- |
$493.48 |
$201,729,000 |
365,750 |
12.59% |
7,416,000 |
1,000 |
2.072 |
Credit Services |
|
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CPRT |
Copart Inc |
4 |
- |
$54.93 |
$199,816,000 |
3,449,864 |
12.47% |
30,773,000 |
0 |
0.359 |
Auto Dealerships |
|
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NFLX |
Netflix Inc |
5 |
- |
$650.61 |
$159,042,000 |
261,870 |
9.93% |
21,622,000 |
-20,376 |
0.059 |
Music & Video Stores |
|
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FCNCA |
First Citizens Bancshares I... |
6 |
- |
$1,777.41 |
$99,799,000 |
61,039 |
6.23% |
13,186,000 |
0 |
0.407 |
Domestic Regional Banks |
|
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HCA |
HCA Holdings Inc |
7 |
- |
$321.12 |
$97,518,000 |
292,382 |
6.09% |
-22,632,000 |
-151,500 |
0.086 |
Hospitals |
|
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PLUS |
ePlus Inc |
8 |
- |
$79.55 |
$97,324,000 |
1,239,168 |
6.07% |
48,134,000 |
623,067 |
4.608 |
Credit Services |
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HEI.A |
Heico Corp Class A |
9 |
- |
$174.55 |
$94,379,000 |
613,088 |
5.89% |
19,640,000 |
88,383 |
0.759 |
Aerospace/Defense Pro... |
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KARO |
Karooooo Ord Shs |
10 |
- |
$0.00 |
$55,286,000 |
2,206,155 |
3.45% |
1,676,000 |
0 |
2.451 |
N/A |
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CDW |
Cdw Corp |
11 |
- |
$230.38 |
$2,619,000 |
10,240 |
0.16% |
291,000 |
0 |
0.007 |
Catalog & Mail Order ... |
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