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RWWM Inc Portfolio holdings

AUM $1.35B
1-Year Est. Return 9.17%
This Fund
S&P 500
This Quarter Est. Return
+1.23%
1 Year Est. Return
+9.17%
3 Year Est. Return
+40.62%
5 Year Est. Return
+44.42%
10 Year Est. Return
+171.56%
AUM
$1.35B
AUM Growth
-$16.5M
Cap. Flow
+$8.39M
Cap. Flow %
0.62%
Top 10 Hldgs %
84.9%
Holding
42
New
8
Increased
12
Reduced
18
Closed
2

Top Buys

Rank Stock Value
1
WHR icon
Whirlpool
WHR
+$33.6M
2
LULU icon
lululemon athletica
LULU
+$21.7M
3
CROX icon
Crocs
CROX
+$17.5M
4
ADBE icon
Adobe
ADBE
+$12.7M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$12.5M

Top Sells

Rank Stock Value
1
CRI icon
Carter's
CRI
+$34M
2
PII icon
Polaris
PII
+$25M
3
KHC icon
Kraft Heinz
KHC
+$19.7M
4
HELE icon
Helen of Troy
HELE
+$16.5M
5
WFC icon
Wells Fargo
WFC
+$3.31M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 43.15%
2 Technology 20.25%
3 Financials 19.78%
4 Miscellaneous 6.4%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DJCO icon
1
Daily Journal
DJCO
$865M
$213M 15.74%
354,295
-6,265
-2% -$3.26M
BABA icon
2
Alibaba
BABA
$281B
$213M 15.73%
2,217,364
+55,587
+3% +$6.96M
WFC icon
3
Wells Fargo
WFC
$272B
$139M 10.26%
1,680,197
-41,147
-2% -$3.31M
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.08T
$128M 9.46%
255,944
+12,351
+5% +$5.94M
WHR icon
5
Whirlpool
WHR
$2.56B
$124M 9.15%
3,140,419
+717,801
+30% +$33.6M
FOXF icon
6
Fox Factory Holding Corp
FOXF
$905M
$91.2M 6.74%
5,381,694
-151,378
-3% -$2.63M
SGOV icon
7
iShares 0-3 Month Treasury Bond ETF
SGOV
$107B
$85.1M 6.29%
845,240
+124,462
+17% +$12.5M
CRI icon
8
Carter's
CRI
$1.23B
$59.4M 4.39%
1,444,045
-898,314
-38% -$34M
KHC icon
9
Kraft Heinz
KHC
$29.5B
$55.5M 4.1%
2,349,610
-854,988
-27% -$19.7M
XOM icon
10
ExxonMobil
XOM
$656B
$41.2M 3.05%
301,524
-19,979
-6% -$2.99M
PII icon
11
Polaris
PII
$3.56B
$34.2M 2.52%
499,211
-388,750
-44% -$25M
MSFT icon
12
Microsoft
MSFT
$3.71T
$33.7M 2.49%
90,349
-309
-0.3% -$125K
LULU icon
13
lululemon athletica
LULU
$11.1B
$26.9M 1.99%
235,581
+162,196
+221% +$21.7M
ADBE icon
14
Adobe
ADBE
$106B
$21.4M 1.58%
104,151
+53,646
+106% +$12.7M
CROX icon
15
Crocs
CROX
$5.63B
$19.3M 1.43%
+160,316
New +$17.5M
AMCX icon
16
AMC Global Media
AMCX
$515M
$14M 1.03%
1,401,949
-121,019
-8% -$1.07M
HELE icon
17
Helen of Troy
HELE
$661M
$13.8M 1.02%
474,611
-699,218
-60% -$16.5M
HRB icon
18
H&R Block
HRB
$6.05B
$11.3M 0.83%
296,272
-64,082
-18% -$2.23M
TME icon
19
Tencent Music
TME
$13.5B
$8.91M 0.66%
+1,054,403
New +$9.63M
WGO icon
20
Winnebago Industries
WGO
$877M
$4.05M 0.3%
129,757
-36,466
-22% -$1.11M
COST icon
21
Costco
COST
$406B
$4.04M 0.3%
4,319
+92
+2% +$91.7K
AAPL icon
22
Apple
AAPL
$4.67T
$2.27M 0.17%
7,841
+559
+8% +$160K
IBM icon
23
IBM
IBM
$221B
$1.79M 0.13%
6,378
-9
-0.1% -$2.27K
RSG icon
24
Republic Services
RSG
$68.2B
$1.28M 0.09%
6,006
-72
-1% -$15.1K
TBLL icon
25
Invesco Short Term Treasury ETF
TBLL
$2.85B
$1.23M 0.09%
11,684
-242
-2% -$25.6K
1
2

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RWWM Inc's Q2 2026 Portfolio in Review

As of Q2 2026, RWWM Inc held 42 positions worth $1.35B, down 1.2% from $1.37B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

RWWM Inc's Q2 2026 filing shows 8 new, 12 increased, 18 reduced and 2 closed positions. Its largest new stake was Crocs: 160,316 shares worth $19.3M. The largest sale was Carter's, an estimated $34M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 43% of assets, down from 48% a quarter earlier, followed by Technology and Financials.

  • RWWM Inc's largest Q2 2026 buy was Crocs: 160,316 shares worth $19.3M.
  • RWWM Inc added most to Whirlpool in Q2 2026, an estimated $33.6M increase.
  • RWWM Inc's biggest Q2 2026 reduction was Carter's, cutting an estimated $34M.
  • RWWM Inc fully exited First American in Q2 2026, selling an estimated $1.75M.
  • RWWM Inc's ten largest holdings make up 85% of its $1.35B portfolio in Q2 2026.
  • RWWM Inc opened 8 new positions and closed 2 in Q2 2026.
  • RWWM Inc's portfolio value fell 1.2% quarter-over-quarter to $1.35B.

Based on RWWM Inc's 13F filing for Q2 2026, filed 14 Aug 2026.