Rwwm, Inc.
Rwwm, Inc. reported 40 US-listed holdings worth $1.35 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Daily Journal Corp (15.7%), Alibaba Group Holding Limited (15.7%) and Wells Fargo & Company (10.3%). Against the quarter before, it opened 8 positions, added to 12, trimmed 18 and sold out of 2.
Filed before as RWWM, Inc..
The 14 largest of its 40 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 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
Opened 8
- Crocs, Inc. CROX$19.3 million
- Tencent Music Entertainment Group TME$8.9 million
- Berkshire Hathaway Inc. Del$748,850
- Alphabet Inc. GOOG$287,964
- Stryker Corp. SYK$252,722
- US Foods Holding Corp. USFD$218,508
- Alphabet Inc. GOOGL$216,209
- Amazon.com Inc. AMZN$202,827
Added to 12
- Whirlpool Corp. WHR+717,801 shares · +30%
- lululemon athletica Inc. LULU+162,196 shares · +221%
- iShares Trust SGOV+124,462 shares · +17%
- Adobe Inc. ADBE+53,646 shares · +106%
- Berkshire Hathaway Inc. Class B BRKB+12,351 shares · +5%
- Alibaba Group Holding Limited BABA+55,587 shares · +3%
- Apple Inc. AAPL+559 shares · +8%
- Costco Wholesale Corp. COST+92 shares · +2%
and 4 more in the table below
Trimmed 18
- Carter's, Inc. CRI-898,314 shares · -38%
- Polaris Inc. PII-388,750 shares · -44%
- Helen of Troy Ltd HELE-699,218 shares · -60%
- Kraft Heinz Co. KHC-854,988 shares · -27%
- Daily Journal Corp DJCO-6,265 shares · -2%
- Wells Fargo & Company WFC-41,147 shares · -2%
- ExxonMobil Holdings Corp. XOM-19,979 shares · -6%
- Fox Factory Holding Corp. FOXF-151,378 shares · -3%
and 10 more in the table below
Sold out of 2
- First American Financial Corp. FAF$1.8 million last quarter
- Wabash Natl Corp. WNC$477,333 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Daily Journal Corp DJCO | 354,295 | $213.0 million | 15.74% | -6,265 |
| Alibaba Group Holding Limited BABA | 2,217,364 | $212.8 million | 15.73% | +55,587 |
| Wells Fargo & Company WFC | 1,680,197 | $138.9 million | 10.26% | -41,147 |
| Berkshire Hathaway Inc. Class B BRKB | 255,944 | $128.1 million | 9.46% | +12,351 |
| Whirlpool Corp. WHR | 3,140,419 | $123.8 million | 9.15% | +717,801 |
| Fox Factory Holding Corp. FOXF | 5,381,694 | $91.2 million | 6.74% | -151,378 |
| iShares Trust SGOV | 845,240 | $85.1 million | 6.29% | +124,462 |
| Carter's, Inc. CRI | 1,444,045 | $59.4 million | 4.39% | -898,314 |
| Kraft Heinz Co. KHC | 2,349,610 | $55.5 million | 4.10% | -854,988 |
| ExxonMobil Holdings Corp. XOM | 301,524 | $41.2 million | 3.05% | -19,979 |
| Polaris Inc. PII | 499,211 | $34.2 million | 2.52% | -388,750 |
| Microsoft Corp. MSFT | 90,349 | $33.7 million | 2.49% | -309 |
| lululemon athletica Inc. LULU | 235,581 | $26.9 million | 1.99% | +162,196 |
| Adobe Inc. ADBE | 104,151 | $21.4 million | 1.58% | +53,646 |
| Crocs, Inc. CROX | 160,316 | $19.3 million | 1.43% | new |
| Amc Networks Inc. AMCX | 1,401,949 | $14.0 million | 1.03% | -121,019 |
| Helen of Troy Ltd HELE | 474,611 | $13.8 million | 1.02% | -699,218 |
| H&R Block Inc. HRB | 296,272 | $11.3 million | 0.83% | -64,082 |
| Tencent Music Entertainment Group TME | 1,054,403 | $8.9 million | 0.66% | new |
| Winnebago Industries Inc. WGO | 129,757 | $4.1 million | 0.30% | -36,466 |
| Costco Wholesale Corp. COST | 4,319 | $4.0 million | 0.30% | +92 |
| Apple Inc. AAPL | 7,841 | $2.3 million | 0.17% | +559 |
| International Business Machines Corp. IBM | 6,378 | $1.8 million | 0.13% | -9 |
| Republic Services, Inc. RSG | 6,006 | $1.3 million | 0.09% | -72 |
| Invesco Exch Traded FD Trust II TBLL | 11,684 | $1.2 million | 0.09% | -242 |
| NVIDIA Corp. NVDA | 5,919 | $1.2 million | 0.09% | +179 |
| Gilead Sciences, Inc. GILD | 7,169 | $905,731 | 0.07% | no change |
| Berkshire Hathaway Inc. Del | 1 | $748,850 | 0.06% | new |
| Accenture plc ACN | 3,960 | $492,782 | 0.04% | -193 |
| Chevron Corp. CVX | 2,728 | $452,193 | 0.03% | +105 |
| Starbucks Corp. SBUX | 4,079 | $416,833 | 0.03% | +5 |
| Alphabet Inc. GOOG | 815 | $287,964 | 0.02% | new |
| iShares Core S&P 500 ETF IVV | 381 | $285,327 | 0.02% | -11 |
| Stryker Corp. SYK | 803 | $252,722 | 0.02% | new |
| US Foods Holding Corp. USFD | 2,137 | $218,508 | 0.02% | new |
| Alphabet Inc. GOOGL | 605 | $216,209 | 0.02% | new |
| Oracle Corp. ORCL | 1,460 | $213,963 | 0.02% | -27 |
| TJX Companies Inc. TJX | 1,371 | $207,706 | 0.02% | +4 |
| Xponential Fitness Inc-A XPOF | 30,000 | $207,600 | 0.02% | no change |
| Amazon.com Inc. AMZN | 851 | $202,827 | 0.01% | new |