Gobi Capital’s Karooooo KARO Stock Holding History

Gobi Capital’s Portfolio KARO Stock Details KARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113M	Buy	2,287,668 +87,000	+4%	+$4.25M	5.3%	10
2026 Q1	$110M	Hold	2,200,668	–	–	6.1%	8
2025 Q4	$100M	Hold	2,200,668	–	–	4.86%	10
2025 Q3	$126M	Hold	2,200,668	–	–	6.11%	9
2025 Q2	$108M	Hold	2,200,668	–	–	5.33%	9
2025 Q1	$93.6M	Hold	2,200,668	–	–	5.33%	10
2024 Q4	$99.4M	Hold	2,200,668	–	–	5.83%	9
2024 Q3	$87.2M	Hold	2,200,668	–	–	5.01%	10
2024 Q2	$64.5M	Sell	2,200,668 -5,487	-0.2%	-$158K	4.09%	9
2024 Q1	$55.3M	Hold	2,206,155	–	–	3.45%	10
2023 Q4	$53.6M	Hold	2,206,155	–	–	3.89%	9
2023 Q3	$43.9M	Hold	2,206,155	–	–	3.25%	10
2023 Q2	$51.6M	Hold	2,206,155	–	–	3.34%	10
2023 Q1	$51.2M	Buy	2,206,155 +28,937	+1%	+$713K	3.66%	9
2022 Q4	$50.7M	Hold	2,177,218	–	–	4.42%	8
2022 Q3	$51.8M	Hold	2,177,218	–	–	4.61%	7
2022 Q2	$46.8M	Hold	2,177,218	–	–	3.89%	7
2022 Q1	$64.6M	Hold	2,177,218	–	–	3.86%	9
2021 Q4	$88.8M	Buy	2,177,218 +2,077,218	+2,077%	+$70.6M	4.52%	8
2021 Q3	$2.95M	Hold	100,000	–	–	0.16%	14
2021 Q2	$3.67M	Buy	+100,000	New	+$3.64M	0.22%	13

Other funds holding KARO

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Gobi Capital's KARO Position: Q2 2026 in Review

Gobi Capital increased its Karooooo (KARO) stake by 4% in Q2 2026, buying an estimated $4.25M and bringing the position to 2,287,668 shares worth $113M. The position accounts for 5.3% of the portfolio, ranked #10.

Gobi Capital first reported a position in KARO in Q2 2021 and has held it in 21 quarters since. The position peaked at $126M in Q3 2025. 82 funds tracked by Wall St. Rank hold KARO as of Q2 2026.

Gobi Capital held 2,287,668 shares of Karooooo worth $113M as of Q2 2026.
Gobi Capital bought 87,000 Karooooo shares in Q2 2026, an estimated $4.25M.
Karooooo made up 5.3% of Gobi Capital's portfolio in Q2 2026, its #10 holding.
Gobi Capital first reported a position in Karooooo in Q2 2021 and has held it in 21 quarters since.
Gobi Capital's Karooooo position peaked at $126M in Q3 2025.
82 funds tracked by Wall St. Rank held Karooooo as of Q2 2026.

Based on Gobi Capital's 13F filing for Q2 2026, filed 14 Aug 2026.