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RWWM, Inc. — 13F Holdings & Portfolio

CIK 1507683 · latest 13F-HR filed 2026-05-04

Backtest portfolio

RWWM, Inc. manages $1.37B in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BABA (19.80%), DJCO (12.70%), WFC (10.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 8, and trimmed 17.

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.

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AUM

$1.37B

Long-equity book

Holdings

34

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+3 / −3 / ↑8 / ↓17

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WHIRLPOOL CORP$70.7M +118.0%
  • KRAFT HEINZ CO$11.4M +18.9%
  • EXXON MOBIL CORP$7.0M +14.6%
  • HELEN OF TROY LTD$3.5M +26.0%
  • COSTCO WHOLESALE CORPORATION$502.1K +13.5%
Show all 8 →

Top Trims

  • ALIBABA GROUP HLDG LTD-$77.4M -22.2%
  • CARTERS INC-$62.7M -42.8%
  • WELLS FARGO & CO-$27.7M -16.8%
  • MICROSOFT CORP-$11.1M -24.9%
  • POLARIS INC-$9.6M -16.5%
Show all 17 →

New Positions

  • ADOBE INC$12.3M
  • BLOCK H & R INC$11.4M
  • LULULEMON ATHLETICA INC$11.2M
Show all 3 →

Exited Positions

  • WALMART INC$266.1K
  • ALPHABET INC$254.8K
  • STRYKER CORPORATION$222.3K
Show all 3 →
All Holdings

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 ALIBABA GROUP HLDG LTD BABA 01609W102 $271.2M 19.80% 2,161,777 SH
2 DAILY JOURNAL CORP DJCO 233912104 $173.9M 12.70% 360,560 SH
3 WELLS FARGO & CO WFC 949746101 $137.0M 10.00% 1,721,344 SH
4 WHIRLPOOL CORP WHR 963320106 $130.6M 9.54% 2,422,618 SH
5 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $116.7M 8.52% 243,593 SH
6 FOX FACTORY HLDG CORP FOXF 35138V102 $91.1M 6.65% 5,533,072 SH
7 CARTERS INC CRI 146229109 $83.8M 6.11% 2,342,359 SH
8 ISHARES TR SGOV 46436E718 $72.6M 5.30% 720,778 SH
9 KRAFT HEINZ CO KHC 500754106 $72.1M 5.26% 3,204,598 SH
10 EXXON MOBIL CORP XOM 30231G102 $54.5M 3.98% 321,503 SH
11 POLARIS INC PII 731068102 $48.4M 3.53% 887,961 SH
12 MICROSOFT CORP MSFT 594918104 $33.6M 2.45% 90,658 SH
13 HELEN OF TROY LTD HELE G4388N106 $16.9M 1.24% 1,173,829 SH
14 ADOBE INC ADBE 00724F101 $12.3M 0.90% 50,505 SH
15 BLOCK H & R INC HRB 093671105 $11.4M 0.83% 360,354 SH
16 LULULEMON ATHLETICA INC LULU 550021109 $11.2M 0.82% 73,385 SH
17 AMC NETWORKS INC AMCX 00164V103 $10.3M 0.75% 1,522,968 SH
18 WINNEBAGO INDS INC WGO 974637100 $5.2M 0.38% 166,223 SH
19 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.2M 0.31% 4,227 SH
20 APPLE INC AAPL 037833100 $1.8M 0.13% 7,282 SH
21 FIRST AMERN FINL CORP FAF 31847R102 $1.8M 0.13% 29,057 SH
22 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.5M 0.11% 6,387 SH
23 REPUBLIC SVCS INC RSG 760759100 $1.3M 0.10% 6,078 SH
24 INVESCO EXCH TRADED FD TR II TBLL 46138G888 $1.3M 0.09% 11,926 SH
25 NVIDIA CORPORATION NVDA 67066G104 $1.0M 0.07% 5,740 SH
26 GILEAD SCIENCES INC GILD 375558103 $999.1K 0.07% 7,169 SH
27 ACCENTURE PLC IRELAND ACN G1151C101 $823.5K 0.06% 4,153 SH
28 CHEVRON CORPORATION CVX 166764100 $542.7K 0.04% 2,623 SH
29 WABASH NATL CORP WNC 929566107 $477.3K 0.03% 55,375 SH
30 STARBUCKS CORP SBUX 855244109 $365.0K 0.03% 4,074 SH
31 ISHARES TR IVV 464287200 $256.1K 0.02% 392 SH
32 ORACLE CORP ORCL 68389X105 $218.8K 0.02% 1,487 SH
33 TJX COS INC NEW TJX 872540109 $218.3K 0.02% 1,367 SH
34 XPONENTIAL FITNESS INC XPOF 98422X101 $180.6K 0.01% 30,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $1.37B 34 0001507683-26-000011
2025-12-31 2026-02-13 $1.46B 34 0001507683-26-000004