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13F-HR filed by Gobi Capital LLC

Gobi Capital LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 11 holding rows worth $1,378,350,537.

Accession
0001420506-24-000475
Filed
2024-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 11 entries on the cover page, a total value of $1,378,350,537 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,378,350,537 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
META PLATFORMS INC CL A30303M102COM846,561$299,648,732dollars as filed
CREDIT ACCEP CORP MICH225310101COM364,750$194,313,267dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,357,390$191,296,973dollars as filed
COPART INC COM217204106Stock3,449,864$169,043,336dollars as filed
Netflix, Inc64110L106COM282,246$137,419,932dollars as filed
HCA Healthcare Inc40412C101COM443,882$120,149,980dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock61,039$86,612,510dollars as filed
HEICO CORP NEW422806208CL A524,705$74,738,980dollars as filed
Karooooo LtdY4600W108COM2,206,155$53,609,566dollars as filed
EPLUS INC294268107COM616,101$49,189,504dollars as filed
CDW CORP COM12514G108Stock10,240$2,327,757dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-24-000475this filing2024-02-14acceptance time not in the bulk data set