- New Purchases: HEI.A, CPRT, APPF,
- Added Positions: CACC, CDW, FB, GOOG, ADS,
- Reduced Positions: V, SE,
- Sold Out: BIDU, ODFL, RMR,
For the details of GOBI CAPITAL LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gobi+capital+llc/current-portfolio/portfolio
These are the top 5 holdings of GOBI CAPITAL LLC- Facebook Inc (FB) - 970,275 shares, 22.37% of the total portfolio. Shares added by 28.07%
- Alphabet Inc (GOOG) - 115,831 shares, 18.61% of the total portfolio. Shares added by 14.36%
- Credit Acceptance Corp (CACC) - 521,896 shares, 18.44% of the total portfolio. Shares added by 60.81%
- Heico Corp (HEI.A) - 1,040,022 shares, 9.18% of the total portfolio. New Position
- Copart Inc (CPRT) - 809,715 shares, 7.67% of the total portfolio. New Position
Gobi Capital Llc initiated holding in Heico Corp. The purchase prices were between $55.74 and $104.1, with an estimated average price of $89.69. The stock is now traded at around $70.14. The impact to a portfolio due to this purchase was 9.18%. The holding were 1,040,022 shares as of .
New Purchase: Copart Inc (CPRT)Gobi Capital Llc initiated holding in Copart Inc. The purchase prices were between $58.78 and $104.5, with an estimated average price of $89.38. The stock is now traded at around $79.86. The impact to a portfolio due to this purchase was 7.67%. The holding were 809,715 shares as of .
New Purchase: AppFolio Inc (APPF)Gobi Capital Llc initiated holding in AppFolio Inc. The purchase prices were between $84.99 and $144.9, with an estimated average price of $119.52. The stock is now traded at around $122.02. The impact to a portfolio due to this purchase was 1.37%. The holding were 89,585 shares as of .
Added: Credit Acceptance Corp (CACC)Gobi Capital Llc added to a holding in Credit Acceptance Corp by 60.81%. The purchase prices were between $234.35 and $466.84, with an estimated average price of $405.23. The stock is now traded at around $312.85. The impact to a portfolio due to this purchase was 6.97%. The holding were 521,896 shares as of .
Added: CDW Corp (CDW)Gobi Capital Llc added to a holding in CDW Corp by 268.03%. The purchase prices were between $79.56 and $144.6, with an estimated average price of $123.24. The stock is now traded at around $97.91. The impact to a portfolio due to this purchase was 5.53%. The holding were 589,641 shares as of .
Added: Facebook Inc (FB)Gobi Capital Llc added to a holding in Facebook Inc by 28.07%. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $208.56. The impact to a portfolio due to this purchase was 4.9%. The holding were 970,275 shares as of .
Sold Out: Baidu Inc (BIDU)Gobi Capital Llc sold out a holding in Baidu Inc. The sale prices were between $83.62 and $144.51, with an estimated average price of $122.37.
Sold Out: Old Dominion Freight Lines Inc (ODFL)Gobi Capital Llc sold out a holding in Old Dominion Freight Lines Inc. The sale prices were between $107.33 and $150.48, with an estimated average price of $133.13.
Sold Out: The RMR Group Inc (RMR)Gobi Capital Llc sold out a holding in The RMR Group Inc. The sale prices were between $22.68 and $46.53, with an estimated average price of $39.01.
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