Fund HoldingsGOBI CAPITAL LLC

Total Portfolio Value
$1.70B
Total Bought
$52.82M
Total Sold
$144.34M
Net Transaction
-$91.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALPHABET INC(GOOG)1,353,1401,339,869-13,271226,231255,16514.97%+28,933
CREDIT ACCEP CORP MICH(CACC)383,322405,168+21,846169,973190,21011.16%+20,238
KAROOOOO LTD(KARO)2,200,6682,200,668087,21299,3605.83%+12,148
COPART INC(CPRT)3,341,2063,223,996-117,210175,079185,02510.86%+9,946
BROWN & BROWN INC(BRO)987,9951,076,837+88,842102,356109,8596.45%+7,503
META PLATFORMS INC(META)743,579738,479-5,100425,654432,38725.38%+6,732
HEICO CORP NEW657,883650,383-7,500134,050121,0237.10%-13,027
HCA HEALTHCARE INC(HCA)334,584369,487+34,903135,985110,9026.51%-25,083
NETFLIX INC(NFLX)240,870146,836-94,034170,842130,8787.68%-39,964
EPLUS INC(PLUS)1,168,425936,122-232,303114,90369,1614.06%-45,742
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