Top Institutional Investors

RWWM, Inc. — 13F Holdings & Portfolio

CIK 1507683 · latest 13F-HR filed 2026-08-14

Backtest portfolio

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 and exited 2; 12 existing positions rose in reported value and 11 fell.

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
$1.35B

Long-equity book

Holdings
40

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+8 / −2 / ↑12 / ↓11

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DJCO15.7% · -2%BABA15.7% · +3%WFC10.3% · -2%BRK.B9.5% · +5%WHR9.1% · +30%FOXF6.7% · -3%SGOV6.3% · +17%CRI4.4% · -38%KHC4.1% · -27%XOM3.0% · -6%PII2.5% · -44%MSFT2.5% · -0%LULU2.0% · +221%ADBE1.6% · +106%CROX1.4% · newAMCX1.0% · -8%HELE1.0% · -60%HRB0.8% · -18%TME0.7% · newWGO0.3% · -22%COST0.3% · +2%AAPL0.2% · +8%IBM0.1% · -0%RSG0.1% · -1%TBLL0.1% · -2%NVDA0.1% · +3%GILD0.1% · 0%BRK.A0.1% · newACN0.0% · -5%CVX0.0% · +4%SBUX0.0% · +0%GOOG0.0% · newIVV0.0% · -3%SYK0.0% · newUSFD0.0% · newGOOGL0.0% · newORCL0.0% · -2%TJX0.0% · +0%XPOF0.0% · 0%AMZN0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 84.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$1.54B
Discretionary
$1.54B
Employees
8
Accounts
1,602
Address
4970 ROCKLIN ROAD
SUITE 200
ROCKLIN, CA 95677
Phone
(916) 652-1525
Website
Name Title / Status Ownership Type
SPR 2023 IRREVOCABLE TRUST DTD. 10/02/23 ControlOWNER
since Oct 2023
25–50%Domestic Entity
TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 ControlMEMBER
since Dec 2022
25–50%Domestic Entity
WAGNER FAMILY TRUST 10/18/2022 ControlMEMBER
since Mar 2023
25–50%Domestic Entity
WAGNER, AARON, JOHN ControlPRESIDENT & CHIEF COMPLIANCE OFFICER
since Sep 2008
Less than 5%Individual
ROSEMAN FAMILY TRUST 12/26/2018MEMBER
since Dec 2022
Less than 5%Domestic Entity
ROSEMAN, SCOTT, PATRICK
Indirect owner via ROSEMAN FAMILY TRUST 12/26/2018
TRUSTEE
since Aug 2022
General partner, trustee or managerIndividual
ROSEMAN, TARA, GAYE
Indirect owner via ROSEMAN FAMILY TRUST 12/26/2018
TRUSTEE
since Aug 2022
General partner, trustee or managerIndividual
WAGNER, AARON, JOHN
Indirect owner via WAGNER FAMILY TRUST 10/18/2022
TRUSTEE
since Mar 2023
General partner, trustee or managerIndividual
Wagner, Quin, F.
Indirect owner via WAGNER FAMILY TRUST 10/18/2022
TRUSTEE
since Mar 2023
General partner, trustee or managerIndividual
Ownership & leadership changes · 4 filings with changes since Jan 27, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2024 filing
  • No longer listedROSEMAN, SCOTT, PATRICK · TRUSTEE · General partner, trustee or manager · indirect via TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 · control person · listed since Dec 2022
  • No longer listedROSEMAN, TARA, GAYE · TRUSTEE · General partner, trustee or manager · indirect via THE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST · listed since Dec 2022
  • No longer listedTHE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST · MEMBER · 25–50% · listed since Dec 2022
  • AddedROSEMAN FAMILY TRUST 12/26/2018 · MEMBER · Less than 5%
  • AddedROSEMAN, SCOTT, PATRICK · TRUSTEE · General partner, trustee or manager · indirect via ROSEMAN FAMILY TRUST 12/26/2018
  • AddedROSEMAN, TARA, GAYE · TRUSTEE · General partner, trustee or manager · indirect via ROSEMAN FAMILY TRUST 12/26/2018
  • AddedSPR 2023 IRREVOCABLE TRUST DTD. 10/02/23 · OWNER · 25–50% · control person
  • AddedWAGNER FAMILY TRUST 10/18/2022 · MEMBER · 25–50% · control person
  • AddedWAGNER, AARON, JOHN · TRUSTEE · General partner, trustee or manager · indirect via WAGNER FAMILY TRUST 10/18/2022
  • AddedWagner, Quin, F. · TRUSTEE · General partner, trustee or manager · indirect via WAGNER FAMILY TRUST 10/18/2022
  • ChangedWAGNER, AARON, JOHN · ownership 25–50% → Less than 5%
Apr 11, 2023 filing
  • No longer listedROSEMAN, TARA G · TRUSTEE · General partner, trustee or manager · indirect via THE ROSEMAN FAMILY TRUST - TARA SEPARATE PROPERTY TRUST · listed since Dec 2022
  • No longer listedTHE ROSEMAN FAMILY TRUST - TARA SEPARATE PROPERTY TRUST · MEMBER · 25–50% · listed since Dec 2022
  • AddedROSEMAN, TARA, GAYE · TRUSTEE · General partner, trustee or manager · indirect via THE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST
  • AddedTHE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST · MEMBER · 25–50%
Mar 30, 2023 filing
  • No longer listedROSEMAN, SCOTT, PATRICK · TRUSTEE · General partner, trustee or manager · indirect via THE ROSEMAN FAMILY TRUST · control person · listed since May 2019
  • No longer listedTHE ROSEMAN FAMILY TRUST · MEMBER · 75% or more · control person · listed since May 2019
  • AddedROSEMAN, SCOTT, PATRICK · TRUSTEE · General partner, trustee or manager · indirect via TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 · control person
  • AddedROSEMAN, TARA G · TRUSTEE · General partner, trustee or manager · indirect via THE ROSEMAN FAMILY TRUST - TARA SEPARATE PROPERTY TRUST
  • AddedTGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 · MEMBER · 25–50% · control person
  • AddedTHE ROSEMAN FAMILY TRUST - TARA SEPARATE PROPERTY TRUST · MEMBER · 25–50%
Mar 20, 2020 filing
  • No longer listedROSEMAN, SCOTT, PATRICK · CHAIRMAN & SENIOR PORTFOLIO MANAGER · 50–75% · control person · listed since Sep 2008
  • AddedROSEMAN, SCOTT, PATRICK · TRUSTEE · General partner, trustee or manager · indirect via THE ROSEMAN FAMILY TRUST · control person
  • AddedTHE ROSEMAN FAMILY TRUST · MEMBER · 75% or more · control person
Jan 27, 2012 filing (earliest on record)
  • ListedROSEMAN, SCOTT, PATRICK · CHAIRMAN & SENIOR PORTFOLIO MANAGER · 50–75% · control person
  • ListedWAGNER, AARON, JOHN · PRESIDENT & CHIEF COMPLIANCE OFFICER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 12 →

Top Trims

Show all 11 →

New Positions

Show all 8 →

Exited Positions

Show all 2 →

RWWM, Inc. Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
4970 ROCKLIN ROAD, SUITE 200
ROCKLIN, CA 95677
Phone
(916) 652-1525
Filing Manager
RWWM, INC.
ROCKLIN, CA
Signatory
Aaron J. Wagner
President - Chief Compliance Officer