Gobi Capital LLC Portfolio Holdings by Sector

Gobi Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOG 2 stocks	$765,804 40.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$181,164 9.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services CACC 1 stocks	$168,202 8.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$153,733 8.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI 1 stocks	$145,603 7.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology KARO PLUS 2 stocks	$145,447 7.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$140,698 7.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$102,812 5.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$89,133 4.71% of portfolio	-	-	-	-	0 Calls 0 Puts

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