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KARO icon

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
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 $1.08B AUM 70.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Gobi Capital's KARO Position: Q1 2026 in Review

Gobi Capital held its Karooooo (KARO) position steady in Q1 2026 at 2,200,668 shares worth $110M. The position accounts for 6.1% of the portfolio, ranked #8.

Gobi Capital first reported a position in KARO in Q2 2021 and has held it in 20 quarters since. The position peaked at $126M in Q3 2025. 67 funds tracked by Wall St. Rank hold KARO as of Q1 2026.

  • Gobi Capital held 2,200,668 shares of Karooooo worth $110M as of Q1 2026.
  • Gobi Capital left its Karooooo share count unchanged in Q1 2026.
  • Karooooo made up 6.1% of Gobi Capital's portfolio in Q1 2026, its #8 holding.
  • Gobi Capital first reported a position in Karooooo in Q2 2021 and has held it in 20 quarters since.
  • Gobi Capital's Karooooo position peaked at $126M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Karooooo as of Q1 2026.

Based on Gobi Capital's 13F filing for Q1 2026, filed 15 May 2026.