RWWM, Inc. 13F Holdings · Q2 2026
RWWM, Inc. reported 40 securities worth $1.35B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DJCO (15.74%), BABA (15.73%), WFC (10.26%). Among its top 25 positions this quarter: 2 new, 9 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DJCO | DAILY JOURNAL CORP | $213.0M | 15.74% | 354,295 | Trimmed |
| 2 | BABA | ALIBABA GROUP HLDG LTD | $212.8M | 15.73% | 2.2M | Added |
| 3 | WFC | WELLS FARGO & CO | $138.9M | 10.26% | 1.7M | Trimmed |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $128.1M | 9.46% | 255,944 | Added |
| 5 | WHR | WHIRLPOOL CORP | $123.8M | 9.15% | 3.1M | Added |
| 6 | FOXF | FOX FACTORY HLDG CORP | $91.2M | 6.74% | 5.4M | Trimmed |
| 7 | SGOV | ISHARES TR | $85.1M | 6.29% | 845,240 | Added |
| 8 | CRI | CARTERS INC | $59.4M | 4.39% | 1.4M | Trimmed |
| 9 | KHC | KRAFT HEINZ CO | $55.5M | 4.10% | 2.3M | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $41.2M | 3.05% | 301,524 | Trimmed |
| 11 | PII | POLARIS INC | $34.2M | 2.52% | 499,211 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $33.7M | 2.49% | 90,349 | Trimmed |
| 13 | LULU | LULULEMON ATHLETICA INC | $26.9M | 1.99% | 235,581 | Added |
| 14 | ADBE | ADOBE INC | $21.4M | 1.58% | 104,151 | Added |
| 15 | CROX | CROCS INC | $19.3M | 1.43% | 160,316 | New |
| 16 | AMCX | AMC GLOBAL MEDIA INC | $14.0M | 1.03% | 1.4M | Trimmed |
| 17 | HELE | HELEN OF TROY LTD | $13.8M | 1.02% | 474,611 | Trimmed |
| 18 | HRB | BLOCK H & R INC | $11.3M | 0.83% | 296,272 | Trimmed |
| 19 | TME | TENCENT MUSIC ENTMT GROUP | $8.9M | 0.66% | 1.1M | New |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 0.30% | 4,319 | Added |
| 21 | WGO | WINNEBAGO INDS INC | $4.1M | 0.30% | 129,757 | Trimmed |
| 22 | AAPL | APPLE INC | $2.3M | 0.17% | 7,841 | Added |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $1.8M | 0.13% | 6,378 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $1.2M | 0.09% | 5,919 | Added |
| 25 | RSG | REPUBLIC SVCS INC | $1.3M | 0.09% | 6,006 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR