GOBI CAPITAL LLC: summary

GOBI CAPITAL LLC reported 13 positions with a reported value of $2.13B in its 13F for Q2 2026. Compared with Q1 2026: 3 new positions, 1 exited.

Top positions

• META PLATFORMS INC
• ALPHABET INC CAP STK CL C
• CREDIT ACCEPTANCE CORPORATION
• HCA HEALTHCARE INC COM
• UNITEDHEALTH GROUP INC COM
• HEICO CORP NEW CL A
• NETFLIX INC. COM
• MSCI INC COM
• BROWN & BROWN INC COM
• KAROOOOO LTD