Investor
RWWM, Inc.
CIK 0001507683 · filed 2026-05-04 · SEC filing
13F book
$1.37B
Positions
34
3 new · 3 sold
Largest name
19.8%
Alibaba Group Hldg Ltd
Est. mark
−$103.9M
Price effect on 31 names still held. Flow $18.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alibaba Group Hldg Ltd | — | 2.16M | $271.2M | 19.8% | −$45.7M | Cut−$77.4M |
| Daily Journal Corp | DJCO | 360.6K | $173.9M | 12.7% | −$1.8M | Cut−$5.35M |
| Wells Fargo Co New | — | 1.72M | $137M | 10.0% | −$23.4M | Cut−$27.7M |
| Whirlpool Corp | — | 2.42M | $130.6M | 9.5% | −$15.1M | Added$70.7M |
| Berkshire Hathaway Inc Del | — | 243.6K | $116.7M | 8.5% | −$5.67M | Added−$4.9M |
| Fox Factory Hldg Corp | — | 5.53M | $91.1M | 6.6% | −$3.44M | Added$640.5K |
| Carters Inc | CRI | 2.34M | $83.8M | 6.1% | $7.8M | Cut−$62.7M |
| Ishares 0-3 Month | — | 720.8K | $72.6M | 5.3% | $201.9K | Cut−$4.26M |
| Kraft Heinz Co | KHC | 3.2M | $72.1M | 5.3% | −$4.4M | Added$11.4M |
| Exxon Mobil Corp | — | 321.5K | $54.5M | 4.0% | $15.9M | Cut$6.95M |
| Polaris Inc. | PII | 888K | $48.4M | 3.5% | −$7.77M | Cut−$9.58M |
| Microsoft Corp | MSFT | 90.7K | $33.6M | 2.5% | −$10.3M | Cut−$11.1M |
| Helen Of Troy Ltd | HELE | 1.17M | $16.9M | 1.2% | −$4.32M | Added$3.49M |
| Adobe Inc. | ADBE | 50.5K | $12.3M | 0.9% | — | New |
| Block H & R Inc | — | 360.4K | $11.4M | 0.8% | — | New |
| lululemon athletica inc. | LULU | 73.4K | $11.2M | 0.8% | — | New |
| Amc Networks Inc | AMCX | 1.52M | $10.3M | 0.8% | −$4.16M | Cut−$4.19M |
| Winnebago Inds Inc | — | 166.2K | $5.15M | 0.4% | −$1.58M | Cut−$1.77M |
| Costco Whsl Corp New | — | 4.23K | $4.21M | 0.3% | $566.8K | Cut$502.1K |
| Apple Inc. | AAPL | 7.28K | $1.85M | 0.1% | −$131.6K | Cut−$424.9K |
| First Amern Finl Corp | — | 29.1K | $1.75M | 0.1% | −$33.4K | Held |
| International Business Machs | — | 6.39K | $1.55M | 0.1% | −$343.7K | Cut−$1.28M |
| Republic Svcs Inc | — | 6.08K | $1.33M | 0.1% | $43.1K | Cut$24.9K |
| Invesco Exch Traded Fd Tr Ii | — | 11.9K | $1.26M | 0.1% | −$1.19K | Cut−$1.47M |
| Nvidia Corp | NVDA | 5.74K | $1M | 0.1% | −$69.5K | Cut−$457.7K |
| Gilead Sciences, Inc. | GILD | 7.17K | $999.1K | 0.1% | $119.2K | Held |
| Accenture Plc Ireland | — | 4.15K | $823.5K | 0.1% | −$290.8K | Cut−$338.8K |
| Chevron Corp New | CVX | 2.62K | $542.7K | 0.0% | $142.9K | Held |
| Wabash Natl Corp | — | 55.4K | $477.3K | 0.0% | −$1.66K | Cut−$599.1K |
| Starbucks Corp | SBUX | 4.07K | $365K | 0.0% | $21.8K | Added$24K |
| Ishares Tr | — | 392 | $256.1K | 0.0% | −$12.4K | Cut−$30.2K |
| Oracle Corp | — | 1.49K | $218.8K | 0.0% | −$63.1K | Added−$38.5K |
| Tjx Cos Inc New | — | 1.37K | $218.3K | 0.0% | $8.26K | Cut−$5.41K |
| Xponential Fitness, Inc. | XPOF | 30K | $180.6K | 0.0% | −$66.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.