13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002181
Total Value
$1.35B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 941,553 | $282.7M | 20.94% |
| 2 | ALPHABET INC | GOOG | 1,437,790 | $189.6M | 14.04% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 410,827 | $189.0M | 14.00% |
| 4 | COPART INC | CPRT | 3,525,764 | $151.9M | 11.25% |
| 5 | CDW CORP | CDW | 678,207 | $136.8M | 10.14% |
| 6 | NETFLIX INC | NFLX | 307,846 | $116.2M | 8.61% |
| 7 | HCA HEALTHCARE INC | HCA | 354,116 | $87.1M | 6.45% |
| 8 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 61,539 | $84.9M | 6.29% |
| 9 | HEICO CORP NEW | HEI-A | 524,705 | $67.8M | 5.02% |
| 10 | KAROOOOO LTD | KARO | 2,206,155 | $43.9M | 3.25% |