Gobi Capital as of Dec. 31, 2023
Portfolio Holdings for Gobi Capital
Gobi Capital holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Meta Platforms Cl A (META) | 21.7 | $300M | 847k | 353.96 | |
Credit Acceptance (CACC) | 14.1 | $194M | 365k | 532.73 | |
Alphabet Cap Stk Cl C (GOOG) | 13.9 | $191M | 1.4M | 140.93 | |
Copart (CPRT) | 12.3 | $169M | 3.4M | 49.00 | |
Netflix (NFLX) | 10.0 | $137M | 282k | 486.88 | |
Hca Holdings (HCA) | 8.7 | $120M | 444k | 270.68 | |
First Ctzns Bancshares Inc N Cl A (FCNCA) | 6.3 | $87M | 61k | 1418.97 | |
Heico Corp Cl A (HEI.A) | 5.4 | $75M | 525k | 142.44 | |
Karooooo Ord Shs (KARO) | 3.9 | $54M | 2.2M | 24.30 | |
ePlus (PLUS) | 3.6 | $49M | 616k | 79.84 | |
Cdw (CDW) | 0.2 | $2.3M | 10k | 227.32 |