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Disclosery

Gobi Capital LLC: BRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gobi Capital LLC on BRO, newest first. How the timeline and the estimate are built.

Gobi Capital LLC held 1,780,046 BRO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,780,046 shares
    Change vs previous 13F +159,000 shares

    5.81% of the 13F portfolio, value $114,189,951.

    13F-HR 0001420506-26-001750 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,621,046 shares
    Change vs previous 13F +192,369 shares

    6.18% of the 13F portfolio, value $105,708,410.

    13F-HR 0001420506-26-001113 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,428,677 shares
    Change vs previous 13F +332,474 shares

    5.68% of the 13F portfolio, value $113,865,557.

    13F-HR 0001420506-26-000588 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,096,203 shares
    Change vs previous 13F +39,499 shares

    4.99% of the 13F portfolio, value $102,812,879.

    13F-HR 0001420506-25-003294 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,056,704 shares
    Change vs previous 13F -9,233 shares

    5.8% of the 13F portfolio, value $117,156,772.

    13F-HR 0001420506-25-002072 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,065,937 shares
    Change vs previous 13F -10,900 shares

    7.55% of the 13F portfolio, value $132,602,563.

    13F-HR 0001420506-25-001215 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,076,837 shares
    Change vs previous 13F +88,842 shares

    6.45% of the 13F portfolio, value $109,858,911.

    13F-HR 0001420506-25-000581 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 987,995 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $102,356,282.

    13F-HR 0001420506-24-002558 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).