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Disclosery

Gobi Capital LLC: UNH position timeline

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

Gobi Capital LLC held 386,368 UNH 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 386,368 shares
    Change vs previous 13F 0 shares

    8.17% of the 13F portfolio, value $160,586,132.

    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 386,368 shares
    Change vs previous 13F -21,100 shares

    6.11% of the 13F portfolio, value $104,547,317.

    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 407,468 shares
    Change vs previous 13F 0 shares

    6.71% of the 13F portfolio, value $134,509,261.

    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 407,468 shares
    Change vs previous 13F +79,268 shares

    6.84% of the 13F portfolio, value $140,698,700.

    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 328,200 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $102,388,554.

    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).