RWWM, INC.
CIK 1507683 · View on SEC EDGAR ↗
- Portfolio value
- $1.4B
- Positions
- 40
- As of
- June 30, 2026
#1,996 of 9,443 by 13F value · top 21.1%
Portfolio value QoQ: -1.2% 13F does not disclose cash
- Top 10 holdings weight
- 84.90%
- Top 25 holdings weight
- 99.53%
- Positions above 1%
- 17
- Effective number of positions
- 10.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 8.25% Est. buys $112,341,315 · sells $123,776,470
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 85.1% still held
- New positions
- 8
- Increased
- 12
- Decreased
- 18
- Closed
- 2
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +6.4% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 90.6% · Options excluded: 0.0%
Sector breakdown
Technology
20.2%
Consumer Discretionary
17.4%
Retail
16.1%
Financials
10.3%
Consumer products
10.2%
Consumer Staples
4.1%
Energy
3.1%
Communication Services
1.7%
Diversified Consumer Services
0.8%
Industrials
0.1%
Healthcare
0.1%
Other/Unmapped
15.9%
Full portfolio 40 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DJCO Daily Journal Corp. (S.C.) - Common Stock | $212,998,611 | 15.74% | 354,295 | $39,086,101 | Down ×2 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $212,822,597 | 15.73% | 2,217,364 | $-58,393,945 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $138,851,480 | 10.26% | 1,680,197 | $1,815,284 | Down ×6 | ||
| BRKB | $128,071,818 | 9.46% | 255,944 | $11,342,052 | Up ×2 | ||
| WHR Whirlpool Corporation Common Stock | $123,795,317 | 9.15% | 3,140,419 | $-6,832,246 | Up ×6 | ||
| FOXF Fox Factory Holding Corp. - Common Stock | $91,192,805 | 6.74% | 5,381,694 | $118,440 | Down ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $85,090,263 | 6.29% | 845,240 | $12,536,729 | Up ×1 | ||
| CRI Carter's, Inc. Common Stock | $59,436,892 | 4.39% | 1,444,045 | $-24,325,866 | Down ×3 | ||
| KHC The Kraft Heinz Company - Common Stock | $55,497,788 | 4.10% | 2,349,610 | $-16,573,621 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $41,224,361 | 3.05% | 301,524 | $-13,321,808 | Down ×6 | ||
| PII Polaris Inc. Common Stock | $34,165,971 | 2.52% | 499,211 | $-14,227,906 | Down ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $33,701,984 | 2.49% | 90,349 | $143,112 | Down ×6 | ||
| LULU lululemon athletica inc. - Common Stock | $26,898,639 | 1.99% | 235,581 | $15,663,395 | Up ×1 | ||
| ADBE Adobe Inc. - Common Stock | $21,353,038 | 1.58% | 104,151 | $9,076,283 | Up ×1 | ||
| CROX Crocs, Inc. - Common Stock | $19,340,522 | 1.43% | 160,316 | Up ×1 | |||
| AMCX AMC Networks Inc. - Class A Common Stock | $13,991,451 | 1.03% | 1,401,949 | $3,650,498 | Down ×4 | ||
| HELE Helen of Troy Limited - Common Stock | $13,796,942 | 1.02% | 474,611 | $-3,129,672 | Down ×1 | ||
| HRB H&R Block, Inc. Common Stock | $11,282,038 | 0.83% | 296,272 | $-155,598 | Down ×1 | ||
| TME Tencent Music Entertainment Group American Depositary Shares, each representing two Class A Ordinary Shares | $8,912,662 | 0.66% | 1,054,403 | Up ×1 | |||
| WGO Winnebago Industries, Inc. Common Stock | $4,053,598 | 0.30% | 129,757 | $-1,097,653 | Down ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $4,040,295 | 0.30% | 4,319 | $-171,615 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,268,872 | 0.17% | 7,841 | $420,773 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1,793,557 | 0.13% | 6,378 | $245,412 | Down ×6 | ||
| RSG Republic Services, Inc. Common Stock | $1,279,758 | 0.09% | 6,006 | $-51,446 | Down ×6 | ||
| TBLL | $1,233,480 | 0.09% | 11,684 | $-25,309 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,184,333 | 0.09% | 5,919 | $183,277 | Up ×1 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $905,731 | 0.07% | 7,169 | $-93,413 | |||
| BRKA | $748,850 | 0.06% | 1 | Up ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $492,782 | 0.04% | 3,960 | $-330,716 | Down ×3 | ||
| CVX Chevron Corporation Common Stock | $452,193 | 0.03% | 2,728 | $-90,506 | Up ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $416,833 | 0.03% | 4,079 | $51,825 | Up ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $287,964 | 0.02% | 815 | Up ×1 | |||
| IVV | $285,327 | 0.02% | 381 | $29,269 | Down ×2 | ||
| SYK Stryker Corporation Common Stock | $252,722 | 0.02% | 803 | ||||
| USFD US Foods Holding Corp. Common Stock | $218,508 | 0.02% | 2,137 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $216,209 | 0.02% | 605 | ||||
| ORCL Oracle Corporation Common Stock | $213,963 | 0.02% | 1,460 | $-4,790 | Down ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $207,706 | 0.02% | 1,371 | $-10,569 | Up ×1 | ||
| XPOF Xponential Fitness, Inc. Class A Common Stock | $207,600 | 0.02% | 30,000 | $27,000 | |||
| AMZN Amazon.com, Inc. - Common Stock | $202,827 | 0.01% | 851 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| BABA | Bought more | +56K | -$58.4M |
| DJCO | Trimmed | -6K | +$39.1M |
| CRI | Trimmed | -898K | -$24.3M |
| KHC | Trimmed | -855K | -$16.6M |
| LULU | Bought more | +162K | +$15.7M |
| PII | Trimmed | -389K | -$14.2M |
| XOM | Trimmed | -20K | -$13.3M |
| SGOV | Bought more | +124K | +$12.5M |
| BRKB | Bought more | +12K | +$11.3M |
| ADBE | Bought more | +54K | +$9.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FAF | June 30, 2026 | 29,057 | $1,751,847 | 5.1% |
| WNC | June 30, 2026 | 55,375 | $477,333 | -11.6% |
| CVX | March 31, 2025 | 2,350 | $340,374 | 24.3% |
| PGR | Dec. 31, 2025 | 1,191 | $294,117 | -3.5% |
| WMT | March 31, 2026 | 2,388 | $266,102 | -16.1% |
| GOOGL | March 31, 2026 | 814 | $254,782 | 19.3% |
| ORCL | March 31, 2025 | 1,407 | $234,462 | 2.0% |
| SYK | March 31, 2026 | 633 | $222,314 | 3.4% |
| SNOW | Dec. 31, 2025 | 969 | $218,558 | 46.3% |
| TYL | Dec. 31, 2025 | 400 | $209,264 | -23.1% |
| MCD | June 30, 2025 | 648 | $202,416 | -7.3% |