Gobi Capital LLC Portfolio Holdings by Sector
Gobi Capital LLC
- $1.61 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$651,871
40.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PLUS KARO 2 stocks |
$202,255
12.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$175,079
10.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$170,841
10.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
CACC 1 stocks |
$170,191
10.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$135,984
8.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$102,356
6.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|