GOBI CAPITAL LLC: KAROOOOO LTD (KARO): Quarterly 13F Position History
As of Q1 2026, GOBI CAPITAL LLC reported 2,200,668 shares of KAROOOOO LTD (KARO), worth $109.7M and representing 6.4% of its 13F equity book. The position first appeared in Q2 2021 and has been disclosed across 20 13F-HR filings in Pactolio's tracked window.
- 2,200,668Shares Held (Latest Filing)
- $109.7MReported Market Value (Latest Filing)
- 6.4%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$9.6MQuarter-over-Quarter Value Change
- 2,206,155Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 20 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,200,668 | 0 | — | $109.7M | 6.4% | $49.8 |
| Q4 2025 | 2,200,668 | 0 | — | $100.1M | 5.0% | $45.5 |
| Q3 2025 | 2,200,668 | 0 | — | $125.7M | 6.1% | $57.1 |
| Q2 2025 | 2,200,668 | 0 | — | $107.8M | 5.3% | $49.0 |
| Q1 2025 | 2,200,668 | 0 | — | $93.6M | 5.3% | $42.5 |
| Q4 2024 | 2,200,668 | 0 | — | $99.4M | 5.8% | $45.1 |
| Q3 2024 | 2,200,668 | 0 | — | $87.2M | 5.0% | $39.6 |
| Q2 2024 | 2,200,668 | 5,487 | -0.2% | $64.5M | 4.1% | $29.3 |
| Q1 2024 | 2,206,155 | 0 | — | $55.3M | 3.5% | $25.1 |
| Q4 2023 | 2,206,155 | 0 | — | $53.6M | 3.9% | $24.3 |
| Q3 2023 | 2,206,155 | 0 | — | $43.9M | 3.3% | $19.9 |
| Q2 2023 | 2,206,155 | 0 | — | $51.6M | 3.3% | $23.4 |
| Q1 2023 | 2,206,155 | +28,937 | +1.3% | $51.2M | 3.7% | $23.2 |
| Q4 2022 | 2,177,218 | 0 | — | $50.7M | 4.4% | $23.3 |
| Q3 2022 | 2,177,218 | 0 | — | $51.8M | 4.6% | $23.8 |
| Q2 2022 | 2,177,218 | 0 | — | $46.8M | 3.9% | $21.5 |
| Q1 2022 | 2,177,218 | 0 | — | $64.6M | 3.9% | $29.7 |
| Q4 2021 | 2,177,218 | +1,977,218 | +988.6% | $88.8M | 4.5% | $40.8 |
| Q3 2021 | 200,000 | +100,000 | +100.0% | $5.9M | 0.2% | $29.5 |
| Q2 2021 | 100,000 | — | — | $3.7M | 0.2% | $36.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did GOBI CAPITAL LLC first disclose a KARO position in 13F-HR filings?
GOBI CAPITAL LLC first reported KAROOOOO LTD (KARO) on its 13F-HR filing for the period ending 2021-06-30 (Q2 2021). The position has appeared on 20 reported quarters within Pactolio's tracked window.
What was GOBI CAPITAL LLC's most recent quarter-over-quarter share-count change in KARO?
GOBI CAPITAL LLC held the same 2,200,668 shares of KARO between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent GOBI CAPITAL LLC's cost basis in KARO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.