Rwwm, INC. 13F holdings
Rwwm, INC. reported 37 positions with a total reported value of $1.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: DJCO DAILY JOURNAL CORP (15.7%), BABA ALIBABA GROUP HLDG LTD (15.7%), WFC WELLS FARGO & CO (10.3%), BRK-B BERKSHIRE HATHAWAY INC DEL (9.5%), WHR WHIRLPOOL CORP (9.1%). Against 2026-03-31 it opened 7 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 37 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| DJCO DAILY JOURNAL CORP | 354,295 | $213.0M | 15.7% |
| BABA ALIBABA GROUP HLDG LTD | 2,217,364 | $212.8M | 15.7% |
| WFC WELLS FARGO & CO | 1,680,197 | $138.9M | 10.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 255,945 | $128.8M | 9.5% |
| WHR WHIRLPOOL CORP | 3,140,419 | $123.8M | 9.1% |
| FOXF FOX FACTORY HLDG CORP | 5,381,694 | $91.2M | 6.7% |
| ISHARES TR | 845,621 | $85.4M | 6.3% |
| CRI CARTERS INC | 1,444,045 | $59.4M | 4.4% |
| KHC KRAFT HEINZ CO | 2,349,610 | $55.5M | 4.1% |
| XOM EXXON MOBIL CORP | 301,524 | $41.2M | 3.0% |
| PII POLARIS INC | 499,211 | $34.2M | 2.5% |
| MSFT MICROSOFT CORP | 90,349 | $33.7M | 2.5% |
| LULU LULULEMON ATHLETICA INC | 235,581 | $26.9M | 2.0% |
| ADBE ADOBE INC | 104,151 | $21.4M | 1.6% |
| CROX CROCS INC | 160,316 | $19.3M | 1.4% |
| AMC GLOBAL MEDIA INC | 1,401,949 | $14.0M | 1.0% |
| HELE HELEN OF TROY LTD | 474,611 | $13.8M | 1.0% |
| HRB BLOCK H & R INC | 296,272 | $11.3M | 0.8% |
| TME TENCENT MUSIC ENTMT GROUP | 1,054,403 | $8.9M | 0.7% |
| WINNEBAGO INDS INC | 129,757 | $4.1M | 0.3% |
| COST COSTCO WHOLESALE CORPORATION | 4,319 | $4.0M | 0.3% |
| AAPL APPLE INC | 7,841 | $2.3M | 0.2% |
| IBM INTERNATIONAL BUSINESS MACHS | 6,378 | $1.8M | 0.1% |
| REPUBLIC SVCS INC | 6,006 | $1.3M | <0.1% |
| INVESCO EXCH TRADED FD TR II | 11,684 | $1.2M | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CROX CROCS INC | 160,316 | $19.3M | 1.4% |
| AMC GLOBAL MEDIA INC | 1,401,949 | $14.0M | 1.0% |
| TME TENCENT MUSIC ENTMT GROUP | 1,054,403 | $8.9M | 0.7% |
| GOOGL ALPHABET INC | 1,420 | $504.2K | <0.1% |
| SYK STRYKER CORPORATION | 803 | $252.7K | <0.1% |
| USFD US FOODS HLDG CORP | 2,137 | $218.5K | <0.1% |
| AMZN AMAZON COM INC | 851 | $202.8K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| AMC NETWORKS INC | 1,522,968 | $10.3M | 0.8% |
| FIRST AMERN FINL CORP | 29,057 | $1.8M | 0.1% |
| WABASH NATL CORP | 55,375 | $477.3K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WHR WHIRLPOOL CORP | 2,422,618 | 3,140,419 | +29.6% | $123.8M |
| LULU LULULEMON ATHLETICA INC | 73,385 | 235,581 | +221.0% | $26.9M |
| ISHARES TR | 721,170 | 845,621 | +17.3% | $85.4M |
| ADBE ADOBE INC | 50,505 | 104,151 | +106.2% | $21.4M |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 243,593 | 255,945 | +5.1% | $128.8M |
| BABA ALIBABA GROUP HLDG LTD | 2,161,777 | 2,217,364 | +2.6% | $212.8M |
| AAPL APPLE INC | 7,282 | 7,841 | +7.7% | $2.3M |
| COST COSTCO WHOLESALE CORPORATION | 4,227 | 4,319 | +2.2% | $4.0M |
| NVDA NVIDIA CORPORATION | 5,740 | 5,919 | +3.1% | $1.2M |
| CVX CHEVRON CORPORATION | 2,623 | 2,728 | +4.0% | $452.2K |
| TJX COS INC NEW | 1,367 | 1,371 | +0.3% | $207.7K |
| SBUX STARBUCKS CORP | 4,074 | 4,079 | +0.1% | $416.8K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CRI CARTERS INC | 2,342,359 | 1,444,045 | -38.4% | $59.4M |
| PII POLARIS INC | 887,961 | 499,211 | -43.8% | $34.2M |
| HELE HELEN OF TROY LTD | 1,173,829 | 474,611 | -59.6% | $13.8M |
| KHC KRAFT HEINZ CO | 3,204,598 | 2,349,610 | -26.7% | $55.5M |
| DJCO DAILY JOURNAL CORP | 360,560 | 354,295 | -1.7% | $213.0M |
| WFC WELLS FARGO & CO | 1,721,344 | 1,680,197 | -2.4% | $138.9M |
| XOM EXXON MOBIL CORP | 321,503 | 301,524 | -6.2% | $41.2M |
| FOXF FOX FACTORY HLDG CORP | 5,533,072 | 5,381,694 | -2.7% | $91.2M |
| HRB BLOCK H & R INC | 360,354 | 296,272 | -17.8% | $11.3M |
| WINNEBAGO INDS INC | 166,223 | 129,757 | -21.9% | $4.1M |
| MSFT MICROSOFT CORP | 90,658 | 90,349 | -0.3% | $33.7M |
| INVESCO EXCH TRADED FD TR II | 11,926 | 11,684 | -2.0% | $1.2M |
CIK 1507683 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
