13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001671
Total Value
$1.54B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,127,453 | $323.6M | 20.95% |
| 2 | CREDIT ACCEP CORP MICH | 225310101 | 474,927 | $241.2M | 15.62% |
| 3 | ALPHABET INC | GOOG | 1,655,890 | $200.3M | 12.97% |
| 4 | CDW CORP | CDW | 883,007 | $162.0M | 10.49% |
| 5 | COPART INC | CPRT | 1,762,882 | $160.8M | 10.41% |
| 6 | NETFLIX INC | NFLX | 319,752 | $140.8M | 9.12% |
| 7 | HCA HEALTHCARE INC | HCA | 365,516 | $110.9M | 7.18% |
| 8 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 61,539 | $79.0M | 5.12% |
| 9 | HEICO CORP NEW | HEI-A | 524,705 | $73.8M | 4.78% |
| 10 | KAROOOOO LTD | KARO | 2,206,155 | $51.6M | 3.34% |