Investor Details
| Filer Name: | GOBI CAPITAL LLC |
|---|---|
| CIK: | 1698060 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 10 |
| Portfolio Value: | $1.70B |
Gobi Capital Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| META | US | META PLATFORMS INC-CLASS A | 738,479 | $432M | 25.38% | -0.7% | - |
| GOOG | US | ALPHABET INC-CL C | 1,339,869 | $255M | 14.97% | -1.0% | - |
| CACC | US | CREDIT ACCEPTANCE CORP | 405,168 | $190M | 11.16% | 5.7% | - |
| CPRT | US | COPART INC | 3,223,996 | $185M | 10.86% | -3.5% | - |
| NFLX | US | NETFLIX INC | 146,836 | $131M | 7.68% | -39.0% | - |
| HEI/A | US | HEICO CORP-CLASS A | 650,383 | $121M | 7.10% | -1.1% | - |
| HCA | US | HCA HEALTHCARE INC | 369,487 | $111M | 6.51% | 10.4% | - |
| BRO | US | BROWN & BROWN INC | 1,076,837 | $110M | 6.45% | 9.0% | - |
| KARO | US | KAROOOOO LTD | 2,200,668 | $99M | 5.83% | - | - |
| PLUS | US | EPLUS INC | 936,122 | $69M | 4.06% | -19.9% | - |