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Disclosery

Gobi Capital LLC: PLUS position timeline

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

Gobi Capital LLC held 0 PLUS shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -278,072 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 278,072 shares
    Change vs previous 13F -406,482 shares

    0.96% of the 13F portfolio, value $19,745,893.

    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).

  3. period ended2025-06-30
    13F 684,554 shares
    Change vs previous 13F -98,961 shares

    2.44% of the 13F portfolio, value $49,356,343.

    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).

  4. period ended2025-03-31
    13F 783,515 shares
    Change vs previous 13F -152,607 shares

    2.72% of the 13F portfolio, value $47,817,920.

    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).

  5. period ended2024-12-31
    13F 936,122 shares
    Change vs previous 13F -232,303 shares

    4.06% of the 13F portfolio, value $69,160,693.

    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).

  6. period ended2024-09-30
    13F 1,168,425 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $114,902,914.

    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).