# Pacifica Capital Investments, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1486713. Source: https://holderbook.com/funds/1486713-pacifica-capital-investments-llc/

- Reported value: $292.9M
- Positions: 15
- Weight of the ten largest: 96.1%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $94.3M | 188,467 | 32.2% | 31 |
| FIVE BELOW INC | [FIVE](https://holderbook.com/stocks/FIVE/) | $37.0M | 205,622 | 12.6% | 31 |
| BUILD-A-BEAR WORKSHOP INC | [BBW](https://holderbook.com/stocks/BBW/) | $34.0M | 1,111,213 | 11.6% | 12 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $25.2M | 246,247 | 8.6% | 31 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $20.8M | 505,786 | 7.1% | 5 |
| ACADEMY SPORTS & OUTDOORS IN | [ASO](https://holderbook.com/stocks/ASO/) | $20.5M | 435,456 | 7.0% | 12 |
| FLOOR & DECOR HLDGS INC | [FND](https://holderbook.com/stocks/FND/) | $18.6M | 313,372 | 6.4% | 3 |
| RENTOKIL INITIAL PLC | [RTO](https://holderbook.com/stocks/RTO/) | $13.3M | 464,803 | 4.5% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $9.7M | 13 | 3.3% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $8.3M | 8,163 | 2.8% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $6.1M | 17,993 | 2.1% | 31 |
| KURA SUSHI USA INC | [KRUS](https://holderbook.com/stocks/KRUS/) | $3.4M | 58,596 | 1.2% | 5 |
| CNA FINL CORP | [CNA](https://holderbook.com/stocks/CNA/) | $1.2M | 24,119 | 0.4% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $606.2K | 7,335 | 0.2% | 31 |
| ACCO BRANDS CORP | [ACCO](https://holderbook.com/stocks/ACCO/) | $41.6K | 10,000 | 0.0% | 16 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | -5.3% | +14.8% | -20.2% | 100% |
| Q1 2026 | -0.7% | -4.6% | +3.9% | 100% |
| Q4 2025 | +6.1% | +2.4% | +3.7% | 100% |
| Q3 2025 | +11.0% | +7.8% | +3.2% | 100% |
| Q2 2025 | +16.0% | +10.5% | +5.6% | 100% |
| Q1 2025 | -5.4% | -4.6% | -0.9% | 100% |
| Q4 2024 | +7.4% | +2.1% | +5.2% | 100% |
| Q3 2024 | +9.3% | +5.4% | +3.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $292.9M | 15 |
| Q1 2026 | $293.8M | 15 |
| Q4 2025 | $367.1M | 15 |
| Q3 2025 | $368.1M | 14 |
| Q2 2025 | $340.0M | 16 |
| Q1 2025 | $281.6M | 14 |
| Q4 2024 | $310.6M | 14 |
| Q3 2024 | $291.5M | 16 |
| Q2 2024 | $278.5M | 18 |
| Q1 2024 | $324.4M | 19 |
| Q4 2023 | $337.0M | 19 |
| Q3 2023 | $310.6M | 20 |