13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000687
Total Value
$1.15B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 225310101 | 519,614 | $246.5M | 21.49% |
| 2 | NETFLIX INC | NFLX | 571,969 | $168.7M | 14.70% |
| 3 | META PLATFORMS INC | META | 1,293,901 | $155.7M | 13.57% |
| 4 | ALPHABET INC | GOOG | 1,712,321 | $151.9M | 13.24% |
| 5 | CDW CORP | CDW | 783,877 | $140.0M | 12.20% |
| 6 | COPART INC | CPRT | 2,188,060 | $133.2M | 11.61% |
| 7 | HCA HEALTHCARE INC | HCA | 287,698 | $69.0M | 6.02% |
| 8 | KAROOOOO LTD | KARO | 2,177,218 | $50.7M | 4.42% |
| 9 | HEICO CORP NEW | HEI-A | 261,551 | $31.3M | 2.73% |