13F-HR filed by Gobi Capital LLC
Gobi Capital LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-12, with 12 holding rows worth $695,897,000.
- Accession
- 0001420506-20-000184
- Filer
- CIK 1698060
- Filed
- 2020-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 12 entries on the cover page, a total value of $695,897,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $695,897,000 with VALUE read as thousands by filing date, 13F file number 028-17895. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| META PLATFORMS INC CL A | 30303M102 | COM | 757,596 | $155,497,000 | thousands by filing date | |
| CREDIT ACCEP CORP MICH | 225310101 | COM | 324,532 | $143,550,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 101,283 | $135,417,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 288,590 | $54,226,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 1,054,168 | $42,399,000 | thousands by filing date | |
| ITURAN LOCATION AND CONTROL SHS | M6158M104 | Stock | 1,456,192 | $36,594,000 | thousands by filing date | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 252,760 | $31,949,000 | thousands by filing date | |
| BREAD FINANCIAL HOLDINGS INC | 018581108 | COM | 280,136 | $31,431,000 | thousands by filing date | |
| CDW CORP COM | 12514G108 | Stock | 160,215 | $22,885,000 | thousands by filing date | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 96,750 | $18,361,000 | thousands by filing date | |
| TESLA INC | 88160RAD3 | NOTE 2.375% 3/1 | 11,185,000 | $15,847,000 | thousands by filing date | |
| RMR GROUP INC | 74967R106 | CL A | 169,606 | $7,741,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-20-000184 | this filing | 2020-02-12 | acceptance time not in the bulk data set |