Pacifica Capital Investments, LLC
Pacifica Capital Investments, LLC reported 15 US-listed holdings worth $292.9 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Berkshire Hathaway Inc. Class B (32.2%), Five Below, Inc. (12.6%) and Build-A-Bear Workshop Inc. (11.6%). Against the quarter before, it opened 0 positions, added to 4, trimmed 3 and sold out of 0.
The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +30.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 4
- Nike, Inc. NKE+178,471 shares · +55%
- Floor & Decor Holdings, Inc. FND+89,146 shares · +40%
- Build-A-Bear Workshop Inc. BBW+105,054 shares · +10%
- Kura Sushi USA Inc. KRUS+15,246 shares · +35%
Trimmed 3
- Five Below, Inc. FIVE-9,698 shares · -5%
- Berkshire Hathaway Inc. Class B BRKB-272 shares · -0%
- Academy Sports & Outdoors, Inc. ASO-583 shares · -0%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc. Class B BRKB | 188.5K | $94.3 million | 32.20% | -272 |
| Five Below, Inc. FIVE | 205.6K | $37.0 million | 12.62% | -9.7K |
| Build-A-Bear Workshop Inc. BBW | 1.1M | $34.0 million | 11.61% | +105.1K |
| Starbucks Corp. SBUX | 246.2K | $25.2 million | 8.59% | no change |
| Nike, Inc. NKE | 505.8K | $20.8 million | 7.09% | +178.5K |
| Academy Sports & Outdoors, Inc. ASO | 435.5K | $20.5 million | 7.01% | -583 |
| Floor & Decor Holdings, Inc. FND | 313.4K | $18.6 million | 6.35% | +89.1K |
| Rentokil Initial PLC RTO | 464.8K | $13.3 million | 4.54% | -430 |
| Berkshire Hathaway Inc. Del | 13 | $9.7 million | 3.32% | no change |
| Goldman Sachs Group Inc. GS | 8.2K | $8.3 million | 2.82% | no change |
| American Express Co. AXP | 18.0K | $6.1 million | 2.08% | no change |
| Kura Sushi USA Inc. KRUS | 58.6K | $3.4 million | 1.15% | +15.2K |
| CNA Financial Corp. CNA | 24.1K | $1.2 million | 0.40% | no change |
| Wells Fargo & Company WFC | 7.3K | $606,164 | 0.21% | no change |
| Acco Brands Corp. ACCO | 10.0K | $41,600 | 0.01% | no change |