37 is the total number of securities GOBI CAPITAL LLC has owned. The longest GOBI CAPITAL LLC has owned a single stock is 28 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CACC | CREDIT ACCEP CORP MICH | 28 | 28 | 11.36% | 21.01% | 33.48% | Q4 2016 | Q3 2023 | 28 |
| FB | META PLATFORMS INC | 22 | 22 | 6.01% | 19.87% | 26.53% | Q2 2018 | Q3 2023 | 22 |
| ITRN | ITURAN LOCATION AND CO... | 20 | 20 | 1.52% | 8.39% | 17.54% | Q4 2016 | Q3 2021 | 20 |
| GOOG | ALPHABET INC | 19 | 19 | 12.14% | 16.78% | 20.40% | Q1 2019 | Q3 2023 | 19 |
| CDW | CDW CORP | 17 | 17 | 2.84% | 7.92% | 12.20% | Q3 2019 | Q3 2023 | 17 |
| CPRT | COPART INC | 15 | 15 | 4.84% | 8.47% | 11.61% | Q1 2020 | Q3 2023 | 15 |
| HEIA | HEICO CORP NEW | 15 | 15 | 2.73% | 5.76% | 9.18% | Q1 2020 | Q3 2023 | 15 |
| RMR | RMR GROUP INC | 13 | 13 | 1.11% | 7.63% | 15.35% | Q4 2016 | Q4 2019 | 13 |
| SE | SEA LTD | 13 | 13 | 0.58% | 5.04% | 8.78% | Q3 2019 | Q3 2022 | 13 |
| TESLA INC | 11 | 11 | 1.73% | 3.61% | 5.99% | Q2 2017 | Q4 2019 | 11 | |
| ODFL | OLD DOMINION FREIGHT L... | 8 | 2 | 2.21% | 6.36% | 9.48% | Q4 2016 | Q4 2019 | 10 |
| KARO | KAROOOOO LTD | 10 | 10 | 0.16% | 3.19% | 4.61% | Q2 2021 | Q3 2023 | 10 |
| NFLX | NETFLIX INC | 9 | 9 | 8.61% | 12.00% | 15.83% | Q3 2021 | Q3 2023 | 9 |
| ADS | ALLIANCE DATA SYSTEMS ... | 9 | 9 | 1.37% | 10.95% | 19.06% | Q1 2018 | Q1 2020 | 9 |
| V | VISA INC | 7 | 7 | 4.33% | 5.72% | 7.79% | Q3 2019 | Q1 2021 | 7 |
| APPF | APPFOLIO INC | 7 | 7 | 0.94% | 1.52% | 2.16% | Q1 2020 | Q3 2021 | 7 |
| PLUS | EPLUS INC | 6 | 6 | 4.55% | 12.08% | 19.28% | Q4 2016 | Q1 2018 | 6 |
| BIDU | BAIDU INC | 6 | 6 | 4.03% | 8.22% | 16.30% | Q3 2018 | Q4 2019 | 6 |
| FOX | TWENTY FIRST CENTY FOX... | 5 | 5 | 6.28% | 9.49% | 13.55% | Q4 2017 | Q4 2018 | 5 |
| TEAM | ATLASSIAN CORP PLC | 5 | 5 | 2.00% | 4.27% | 6.15% | Q4 2020 | Q4 2021 | 5 |
| WSTG | WAYSIDE TECHNOLOGY GRO... | 5 | 5 | 0.89% | 1.46% | 2.47% | Q4 2016 | Q4 2017 | 5 |
| GOBI | GOBI ACQUISITION CORP | 5 | 5 | 0.98% | 1.20% | 1.65% | Q2 2021 | Q2 2022 | 5 |
| CERN | CERNER CORP | 4 | 4 | 12.68% | 14.21% | 15.10% | Q1 2017 | Q4 2017 | 4 |
| NTES | NETEASE INC | 4 | 4 | 6.00% | 6.89% | 7.83% | Q4 2016 | Q3 2017 | 4 |
| HCA | HCA HEALTHCARE INC | 4 | 4 | 6.02% | 6.64% | 7.18% | Q4 2022 | Q3 2023 | 4 |
| FCNCA | FIRST CTZNS BANCSHARES... | 3 | 3 | 2.30% | 4.57% | 6.29% | Q1 2023 | Q3 2023 | 3 |
| BRKB | BERKSHIRE HATHAWAY INC... | 2 | 1 | 3.98% | 4.17% | 4.52% | Q1 2021 | Q1 2022 | 3 |
| MSFT | MICROSOFT CORP | 2 | 2 | 1.10% | 1.35% | 1.61% | Q4 2016 | Q1 2017 | 2 |
| ALPHABET INC | 1 | 1 | 10.47% | 10.47% | 10.47% | Q2 2020 | Q2 2020 | 1 | |
| GLD | SPDR GOLD TR | 1 | 1 | 7.83% | 7.83% | 7.83% | Q2 2020 | Q2 2020 | 1 |
| MCK | MCKESSON CORP | 1 | 1 | 5.55% | 5.55% | 5.55% | Q4 2016 | Q4 2016 | 1 |
| ORLY | OREILLY AUTOMOTIVE INC | 1 | 1 | 5.24% | 5.24% | 5.24% | Q3 2020 | Q3 2020 | 1 |
| WMT | WALMART INC | 1 | 1 | 3.99% | 3.99% | 3.99% | Q2 2020 | Q2 2020 | 1 |
| FACEBOOK INC | 1 | 1 | 3.26% | 3.26% | 3.26% | Q2 2020 | Q2 2020 | 1 | |
| CACC | CREDIT ACCEP CORP MICH | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2021 | Q3 2021 | 1 |
| DGNR | DRAGONEER GROWTH OPPOR... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
| GRAB HOLDINGS LIMITED | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 | |
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The securities at the top of the list , including CREDIT ACCEP CORP MICH, META PLATFORMS INC, and ITURAN LOCATION AND CONTROL LTD, are the highest-conviction holdings of GOBI CAPITAL LLC.
The conviction is calculated by counting the number of quarters a security has been reported by GOBI CAPITAL LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that GOBI CAPITAL LLC owns currently or has owned in the past.