Fund Update: GOBI CAPITAL LLC Just Disclosed New Holdings

GOBI CAPITAL LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 34,903 shares of $HCA (~$25,083,452). This was a increase of ~10.43% from their previous position.
• An increase of 88,842 shares of $BRO (~$7,502,629). This was a increase of ~8.99% from their previous position.
• A decrease of 94,034 shares of $NFLX (~$39,964,001). This was a increase of ~-39.04% from their previous position.
• A decrease of 232,303 shares of $PLUS (~$45,742,221). This was a increase of ~-19.88% from their previous position.
• An increase of 21,846 shares of $CACC (~$20,237,528). This was a increase of ~5.70% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for GOBI CAPITAL LLC for more details.