Gobi Capital LLC

CIK

1698060

City

Beverly Hills

State / Country

Stock

CACC — Credit Acceptance Corp

Top Portfolio Positions

9 positions · $1,421,269,216 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
META	Meta Platforms, Inc. Communication Services	702,079	$401,680,458	28.26%
NFLX	Netflix Inc Communication Services	2,071,309	$199,156,360	14.01%
CACC	Credit Acceptance Corp Financial Services	358,067	$151,627,051	10.67%
MSCI	MSCI Inc. Financial Services	256,611	$138,315,895	9.73%
HCA	HCA Healthcare, Inc. Healthcare	262,245	$124,104,823	8.73%
KARO	Karooooo Ltd. Technology	2,200,668	$109,681,293	7.72%
BRO	Brown & Brown, Inc. Financial Services	1,621,046	$105,708,409	7.44%
UNH	Unitedhealth Group Inc Healthcare	386,368	$104,547,317	7.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	255,800	$86,447,610	6.08%

Portfolio Trend

25 quarters · across all stocks

Holdings in CACC

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$151,627,051	358,067	0.0%	Shares	Sole	2026-05-15
2025-12-31	$158,788,391	358,067	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$168,202,660	360,231	-8.6%	Shares	Sole	2025-11-14
2025-06-30	$200,826,475	394,218	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$206,368,571	399,668	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$190,210,169	405,168	+5.7%	Shares	Sole	2025-02-14
2024-09-30	$169,972,641	383,322	+2.3%	Shares	Sole	2024-11-14
2024-06-30	$192,758,982	374,522	+2.4%	Shares	Sole	2024-08-14
2024-03-31	$201,729,412	365,750	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$194,313,267	364,750	-11.2%	Shares	Sole	2024-02-14
2023-09-30	$189,029,719	410,827	-13.5%	Shares	Sole	2023-11-14
2023-06-30	$241,229,671	474,927	-11.2%	Shares	Sole	2023-08-14
2023-03-31	$233,331,980	535,116	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$246,504,881	519,614	+1.6%	Shares	Sole	2023-02-14
2022-09-30	$223,929,252	511,254	+3.4%	Shares	Sole	2022-11-14
2022-06-30	$234,098,404	494,494	-1.6%	Shares	Sole	2022-08-15
2022-03-31	$276,489,927	502,371	+0.7%	Shares	Sole	2022-05-19
2021-12-31	$342,994,841	498,771	+667.3%	Shares	Sole	2022-02-14
2021-09-30	$38,044,500	65,000	-82.3%	Put	Sole	2021-11-16
2021-09-30	$214,863,044	367,099	-37.5%	Shares	Sole	2021-11-16
2021-06-30	$266,927,220	587,803	-3.5%	Shares	Sole	2021-08-16
2021-03-31	$219,528,844	609,413	+1.0%	Shares	Sole	2021-05-17
2020-12-31	$208,911,412	603,546	+5.8%	Shares	Sole	2021-02-16
2020-09-30	$193,193,104	570,497	0.0%	Shares	Sole	2020-11-16
2020-06-30	$239,043,947	570,497	+9.3%	Shares	Sole	2020-08-14
2020-03-31	$133,443,588	521,896	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.