GOBI CAPITAL LLC — 13F holdings

GOBI CAPITAL LLC reported 13 holdings worth $2.13B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. META META PLATFORMS INC — $396M (18.6%)
2. GOOG ALPHABET INC — $305M (14.3%)
3. CACC CREDIT ACCEP CORP MICH — $228M (10.7%)
4. HCA HCA HEALTHCARE INC — $196M (9.2%)
5. UNH UNITEDHEALTH GROUP INC — $161M (7.5%)
6. HEI.A HEICO CORP NEW — $159M (7.4%)
7. NFLX NETFLIX INC — $149M (7.0%)
8. MSCI MSCI INC — $145M (6.8%)
9. BRO BROWN & BROWN INC — $114M (5.4%)
10. KARO KAROOOOO LTD — $113M (5.3%)