RWWM, Inc. — 13F Holdings & Portfolio
CIK 1507683 · latest 13F-HR filed 2026-08-14
RWWM, Inc. manages $1.35B in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DJCO (15.74%), BABA (15.73%), WFC (10.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 2, added to 12, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
ROCKLIN, CA 95677
$1.35B
Long-equity book
40
Distinct positions
2026-06-30
Filed 2026-08-14
+8 / −2 / ↑12 / ↓11
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DAILY JOURNAL CORP$39.1M +22.5%
- LULULEMON ATHLETICA INC$15.7M +139.4%
- ISHARES TR$12.5M +17.3%
- BERKSHIRE HATHAWAY INC DEL$11.3M +9.7%
- ADOBE INC$9.1M +73.9%
Top Trims
- ALIBABA GROUP HLDG LTD-$58.4M -21.5%
- CARTERS INC-$24.3M -29.0%
- KRAFT HEINZ CO-$16.6M -23.0%
- POLARIS INC-$14.2M -29.4%
- EXXON MOBIL CORP-$13.3M -24.4%
New Positions
- CROCS INC$19.3M
- TENCENT MUSIC ENTMT GROUP$8.9M
- BERKSHIRE HATHAWAY INC DEL$748.9K
- ALPHABET INC$288.0K
- STRYKER CORPORATION$252.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DAILY JOURNAL CORP | DJCO | 233912104 | $213.0M | 15.74% | 354,295 | SH |
| 2 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $212.8M | 15.73% | 2,217,364 | SH |
| 3 | WELLS FARGO & CO | WFC | 949746101 | $138.9M | 10.26% | 1,680,197 | SH |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $128.1M | 9.46% | 255,944 | SH |
| 5 | WHIRLPOOL CORP | WHR | 963320106 | $123.8M | 9.15% | 3,140,419 | SH |
| 6 | FOX FACTORY HLDG CORP | FOXF | 35138V102 | $91.2M | 6.74% | 5,381,694 | SH |
| 7 | ISHARES TR | SGOV | 46436E718 | $85.1M | 6.29% | 845,240 | SH |
| 8 | CARTERS INC | CRI | 146229109 | $59.4M | 4.39% | 1,444,045 | SH |
| 9 | KRAFT HEINZ CO | KHC | 500754106 | $55.5M | 4.10% | 2,349,610 | SH |
| 10 | EXXON MOBIL CORP | XOM | 30231G102 | $41.2M | 3.05% | 301,524 | SH |
| 11 | POLARIS INC | PII | 731068102 | $34.2M | 2.52% | 499,211 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $33.7M | 2.49% | 90,349 | SH |
| 13 | LULULEMON ATHLETICA INC | LULU | 550021109 | $26.9M | 1.99% | 235,581 | SH |
| 14 | ADOBE INC | ADBE | 00724F101 | $21.4M | 1.58% | 104,151 | SH |
| 15 | CROCS INC | CROX | 227046109 | $19.3M | 1.43% | 160,316 | SH |
| 16 | AMC GLOBAL MEDIA INC | AMCX | 00164V103 | $14.0M | 1.03% | 1,401,949 | SH |
| 17 | HELEN OF TROY LTD | HELE | G4388N106 | $13.8M | 1.02% | 474,611 | SH |
| 18 | BLOCK H & R INC | HRB | 093671105 | $11.3M | 0.83% | 296,272 | SH |
| 19 | TENCENT MUSIC ENTMT GROUP | TME | 88034P109 | $8.9M | 0.66% | 1,054,403 | SH |
| 20 | WINNEBAGO INDS INC | WGO | 974637100 | $4.1M | 0.30% | 129,757 | SH |
| 21 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.0M | 0.30% | 4,319 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $2.3M | 0.17% | 7,841 | SH |
| 23 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.8M | 0.13% | 6,378 | SH |
| 24 | REPUBLIC SVCS INC | RSG | 760759100 | $1.3M | 0.09% | 6,006 | SH |
| 25 | INVESCO EXCH TRADED FD TR II | TBLL | 46138G888 | $1.2M | 0.09% | 11,684 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.2M | 0.09% | 5,919 | SH |
| 27 | GILEAD SCIENCES INC | GILD | 375558103 | $905.7K | 0.07% | 7,169 | SH |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $748.9K | 0.06% | 1 | SH |
| 29 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $492.8K | 0.04% | 3,960 | SH |
| 30 | CHEVRON CORPORATION | CVX | 166764100 | $452.2K | 0.03% | 2,728 | SH |
| 31 | STARBUCKS CORP | SBUX | 855244109 | $416.8K | 0.03% | 4,079 | SH |
| 32 | ALPHABET INC | GOOG | 02079K107 | $288.0K | 0.02% | 815 | SH |
| 33 | ISHARES TR | IVV | 464287200 | $285.3K | 0.02% | 381 | SH |
| 34 | STRYKER CORPORATION | SYK | 863667101 | $252.7K | 0.02% | 803 | SH |
| 35 | US FOODS HLDG CORP | USFD | 912008109 | $218.5K | 0.02% | 2,137 | SH |
| 36 | ALPHABET INC | GOOGL | 02079K305 | $216.2K | 0.02% | 605 | SH |
| 37 | ORACLE CORP | ORCL | 68389X105 | $214.0K | 0.02% | 1,460 | SH |
| 38 | TJX COS INC NEW | TJX | 872540109 | $207.7K | 0.02% | 1,371 | SH |
| 39 | XPONENTIAL FITNESS INC | XPOF | 98422X101 | $207.6K | 0.02% | 30,000 | SH |
| 40 | AMAZON COM INC | AMZN | 023135106 | $202.8K | 0.01% | 851 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.35B | 40 | 0001507683-26-000020 |
| 2026-03-31 | 2026-05-04 | $1.37B | 34 | 0001507683-26-000011 |
| 2025-12-31 | 2026-02-13 | $1.46B | 34 | 0001507683-26-000004 |