# RWWM, INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1507683. Source: https://holderbook.com/funds/1507683-rwwm-inc/

- Reported value: $1.4B
- Positions: 40
- Weight of the ten largest: 84.9%
- Filed: 2026-08-14

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 |
|---|---|---|---|---|---|
| DAILY JOURNAL CORP | [DJCO](https://holderbook.com/stocks/DJCO/) | $213.0M | 354,295 | 15.7% | 31 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $212.8M | 2,217,364 | 15.7% | 21 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $138.9M | 1,680,197 | 10.3% | 25 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $128.1M | 255,944 | 9.5% | 31 |
| WHIRLPOOL CORP | [WHR](https://holderbook.com/stocks/WHR/) | $123.8M | 3,140,419 | 9.1% | 9 |
| FOX FACTORY HLDG CORP | [FOXF](https://holderbook.com/stocks/FOXF/) | $91.2M | 5,381,694 | 6.7% | 11 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $85.1M | 845,240 | 6.3% | 3 |
| CARTERS INC | [CRI](https://holderbook.com/stocks/CRI/) | $59.4M | 1,444,045 | 4.4% | 9 |
| KRAFT HEINZ CO | [KHC](https://holderbook.com/stocks/KHC/) | $55.5M | 2,349,610 | 4.1% | 30 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $41.2M | 301,524 | 3.0% | 31 |
| POLARIS INC | [PII](https://holderbook.com/stocks/PII/) | $34.2M | 499,211 | 2.5% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $33.7M | 90,349 | 2.5% | 31 |
| LULULEMON ATHLETICA INC | [LULU](https://holderbook.com/stocks/LULU/) | $26.9M | 235,581 | 2.0% | 2 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $21.4M | 104,151 | 1.6% | 2 |
| CROCS INC | [CROX](https://holderbook.com/stocks/CROX/) | $19.3M | 160,316 | 1.4% | 1 |
| AMC GLOBAL MEDIA INC | [AMCX](https://holderbook.com/stocks/AMCX/) | $14.0M | 1,401,949 | 1.0% | 12 |
| HELEN OF TROY LTD | [HELE](https://holderbook.com/stocks/HELE/) | $13.8M | 474,611 | 1.0% | 5 |
| BLOCK H & R INC | [HRB](https://holderbook.com/stocks/HRB/) | $11.3M | 296,272 | 0.8% | 2 |
| TENCENT MUSIC ENTMT GROUP | [TME](https://holderbook.com/stocks/TME/) | $8.9M | 1,054,403 | 0.7% | 1 |
| WINNEBAGO INDS INC | [WGO](https://holderbook.com/stocks/WGO/) | $4.1M | 129,757 | 0.3% | 5 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.0M | 4,319 | 0.3% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.3M | 7,841 | 0.2% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.8M | 6,378 | 0.1% | 31 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $1.3M | 6,006 | 0.1% | 31 |
| INVESCO EXCH TRADED FD TR II | [TBLL](https://holderbook.com/stocks/TBLL/) | $1.2M | 11,684 | 0.1% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.2M | 5,919 | 0.1% | 10 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $905.7K | 7,169 | 0.1% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.1% | 1 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $492.8K | 3,960 | 0.0% | 4 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $452.2K | 2,728 | 0.0% | 4 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $416.8K | 4,079 | 0.0% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $288.0K | 815 | 0.0% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $285.3K | 381 | 0.0% | 3 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $252.7K | 803 | 0.0% | 1 |
| US FOODS HLDG CORP | [USFD](https://holderbook.com/stocks/USFD/) | $218.5K | 2,137 | 0.0% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $216.2K | 605 | 0.0% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $214.0K | 1,460 | 0.0% | 5 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $207.7K | 1,371 | 0.0% | 4 |
| XPONENTIAL FITNESS INC | [XPOF](https://holderbook.com/stocks/XPOF/) | $207.6K | 30,000 | 0.0% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $202.8K | 851 | 0.0% | 1 |

## 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 | -0.3% | +14.8% | -15.2% | 100% |
| Q1 2026 | -6.8% | -4.6% | -2.2% | 100% |
| Q4 2025 | -3.5% | +2.4% | -5.8% | 100% |
| Q3 2025 | +18.6% | +7.8% | +10.8% | 100% |
| Q2 2025 | -4.3% | +10.5% | -14.8% | 100% |
| Q1 2025 | +5.0% | -4.6% | +9.6% | 100% |
| Q4 2024 | -4.1% | +2.1% | -6.3% | 100% |
| Q3 2024 | +16.1% | +5.4% | +10.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 40 |
| Q1 2026 | $1.4B | 34 |
| Q4 2025 | $1.5B | 34 |
| Q3 2025 | $1.4B | 33 |
| Q2 2025 | $1.2B | 22 |
| Q1 2025 | $1.2B | 19 |
| Q4 2024 | $1.1B | 21 |
| Q3 2024 | $1.1B | 21 |
| Q2 2024 | $920.9M | 20 |
| Q1 2024 | $926.8M | 18 |
| Q4 2023 | $862.1M | 17 |
| Q3 2023 | $745.9M | 16 |