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 |
