Gobi Capital LLC Portfolio Holdings by Sector

Gobi Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOG 2 stocks	$693,113 37.41% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$200,826 10.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$183,934 9.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology KARO PLUS 2 stocks	$157,144 8.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$152,864 8.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI 1 stocks	$147,997 7.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$117,156 6.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$102,388 5.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$97,260 5.25% of portfolio	-	1	-	-	0 Calls 0 Puts

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