HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 META PLATFORMS INC |
846,561 | -94,992 | $299,649 |
| META | 846,561 | -94,992 | $299,649 |
| CREDIT ACCEP CORP MICH |
364,750 | -46,077 | $194,313 |
| CACC | 364,750 | -46,077 | $194,313 |
| ALPHABET INC |
1,357,390 | -80,400 | $191,297 |
| GOOG | 1,357,390 | -80,400 | $191,297 |
| COPART INC |
3,449,864 | -75,900 | $169,043 |
| CPRT | 3,449,864 | -75,900 | $169,043 |
| NETFLIX INC |
282,246 | -25,600 | $137,420 |
| NFLX | 282,246 | -25,600 | $137,420 |
| HCA HEALTHCARE INC |
443,882 | +89,766 | $120,150 |
| HCA | 443,882 | +89,766 | $120,150 |
| FIRST CTZNS BANCSHARES INC N (FCNCA) |
61,039 | -500 | $86,613 |
| FCNCA | 61,039 | -500 | $86,613 |
 HEICO CORP NEW |
$74,739 | ||
| HEI.A | 524,705 | UNCH | $74,739 |
| KAROOOOO LTD |
2,206,155 | UNCH | $53,610 |
| KARO | 2,206,155 | UNCH | $53,610 |
| EPLUS INC |
616,101 | +616,101 | $49,190 |
| PLUS | 616,101 | +616,101 | $49,190 |
See Full List: All Stocks Held By Gobi Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Gobi Capital LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,378,352 At 09/30/2023: $1,350,032 Gobi Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gobi Capital LLC 13F filings. Link to 13F filings: SEC filings |
