13F Portfolios

GOBI CAPITAL LLC: UNITEDHEALTH GROUP (UNH): Quarterly 13F Position History

As of Q1 2026, GOBI CAPITAL LLC reported 386,368 shares of UNITEDHEALTH GROUP (UNH), worth $104.5M and representing 6.1% of its 13F equity book. Quarter-over-quarter share count change: 21,100 (-5.2%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 386,368 21,100 -5.2% $104.5M 6.1% $270.6
Q4 2025 407,468 0 $134.5M 6.7% $330.1
Q3 2025 407,468 +79,268 +24.2% $140.7M 6.8% $345.3
Q2 2025 328,200 $102.4M 5.1% $312.0

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 UNH position in 13F-HR filings?

GOBI CAPITAL LLC first reported UNITEDHEALTH GROUP (UNH) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was GOBI CAPITAL LLC's most recent quarter-over-quarter share-count change in UNH?

Between Q4 2025 and Q1 2026, GOBI CAPITAL LLC reduced its UNH position by 21,100 shares (-5.2%), leaving 386,368 shares at a market value of $104.5M.

Does the implied price-per-share represent GOBI CAPITAL LLC's cost basis in UNH?

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.