Gobi Capital LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Gobi Capital LLC disclosed 10 US equity positions worth $1.7bn in its Q3 2024 13F filing. The largest position was META at 24.4% of the reported book, followed by GOOG and CPRT.
What did Gobi Capital LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 24.4% | $425.7m | 743,579 | – | |
| 2 | GOOG ALPHABET INC | Communication Services | 13.0% | $226.2m | 1,353,140 | – | |
| 3 | CPRT COPART INC | Industrials | 10.0% | $175.1m | 3,341,206 | – | |
| 4 | NFLX NETFLIX INC | Communication Services | 9.8% | $170.8m | 240,870 | – | |
| 5 | CACC CREDIT ACCEP CORP MICH | Financial Services | 9.8% | $170.0m | 383,322 | – | |
| 6 | HCA HCA HEALTHCARE INC | Healthcare | 7.8% | $136.0m | 334,584 | – | |
| 7 | HEI/A HEICO CORP NEW | 7.7% | $134.1m | 657,883 | – | ||
| 8 | PLUS EPLUS INC | Technology | 6.6% | $114.9m | 1,168,425 | – | |
| 9 | BRO BROWN & BROWN INC | Financial Services | 5.9% | $102.4m | 987,995 | – | |
| 10 | KARO KAROOOOO LTD | 5.0% | $87.2m | 2,200,668 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.