Gobi Capital as of Dec. 31, 2022
Portfolio Holdings for Gobi Capital
Gobi Capital holds 9 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 21.5 | $247M | 520k | 474.40 | |
| Netflix (NFLX) | 14.7 | $169M | 572k | 294.88 | |
| Meta Platforms Cl A (META) | 13.6 | $156M | 1.3M | 120.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.2 | $152M | 1.7M | 88.73 | |
| Cdw (CDW) | 12.2 | $140M | 784k | 178.58 | |
| Copart (CPRT) | 11.6 | $133M | 2.2M | 60.89 | |
| Hca Holdings (HCA) | 6.0 | $69M | 288k | 239.96 | |
| Karooooo Ord Shs (KARO) | 4.4 | $51M | 2.2M | 23.30 | |
| Heico Corp Cl A (HEI.A) | 2.7 | $31M | 262k | 119.85 |
