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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 |
- |
$443.29 |
$299,649,000 |
846,561 |
21.74% |
16,985,000 |
-94,992 |
0.035 |
Internet Service Prov... |
|
|
CACC |
Credit Acceptance Corporation |
2 |
- |
$526.60 |
$194,313,000 |
364,750 |
14.1% |
5,283,000 |
-46,077 |
2.067 |
Credit Services |
|
|
GOOG |
Alphabet Inc |
3 |
- |
$173.69 |
$191,297,000 |
1,357,390 |
13.88% |
1,724,000 |
-80,400 |
0.022 |
Search Engines & Info... |
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CPRT |
Copart Inc |
4 |
- |
$55.73 |
$169,043,000 |
3,449,864 |
12.26% |
17,118,000 |
-75,900 |
0.724 |
Auto Dealerships |
|
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NFLX |
Netflix Inc |
5 |
- |
$561.23 |
$137,420,000 |
282,246 |
9.97% |
21,177,000 |
-25,600 |
0.064 |
Music & Video Stores |
|
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HCA |
HCA Holdings Inc |
6 |
- |
$306.69 |
$120,150,000 |
443,882 |
8.72% |
33,045,000 |
89,766 |
0.131 |
Hospitals |
|
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FCNCA |
First Citizens Bancshares I... |
7 |
- |
$1,754.50 |
$86,613,000 |
61,039 |
6.28% |
1,683,000 |
-500 |
0.407 |
Domestic Regional Banks |
|
|
HEI.A |
Heico Corp Class A |
8 |
- |
$166.72 |
$74,739,000 |
524,705 |
5.42% |
6,937,000 |
0 |
0.65 |
Aerospace/Defense Pro... |
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KARO |
Karooooo Ord Shs |
9 |
- |
$0.00 |
$53,610,000 |
2,206,155 |
3.89% |
9,685,000 |
0 |
2.451 |
N/A |
|
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PLUS |
ePlus Inc |
10 |
New |
$78.19 |
$49,190,000 |
616,101 |
3.57% |
49,190,000 |
616,101 |
2.291 |
Credit Services |
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CDW |
Cdw Corp |
11 |
- |
$242.26 |
$2,328,000 |
10,240 |
0.17% |
-134,507,000 |
-667,967 |
0.007 |
Catalog & Mail Order ... |
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