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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
+8.3%
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
$1.24B
AUM Growth
+$148M
Cap. Flow
+$125M
Cap. Flow %
10.08%
Top 10 Hldgs %
95.24%
Holding
21
New
–
Increased
7
Reduced
11
Closed
2
Avg Time Held
22.9 quarters
Top 10 Avg Time Held
22.5 quarters
Top 20 Avg Time Held
21.9 quarters

Top Buys

Rank Stock Value
1
PII icon
Polaris
PII
+$71.7M
2
CRI icon
Carter's
CRI
+$62.4M
3
FOXF icon
Fox Factory Holding Corp
FOXF
+$42.3M
4
AMCX icon
AMC Global Media
AMCX
+$9.67M
5
DJCO icon
Daily Journal
DJCO
+$3.77M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$27.1M
2
KHC icon
The Kraft Heinz Company
KHC
+$16.5M
3
XOM icon
ExxonMobil
XOM
+$14.2M
4
WFC icon
Wells Fargo
WFC
+$4.65M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.05M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 51.68%
2 Financials 21.31%
3 Technology 13.71%
4 Energy 8.08%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BABA icon
1
Alibaba
BABA
$276B
$343M 27.59%
2,591,858
-235,081
-8% -$27.1M
2021 Q2
15 quarters
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.11T
$132M 10.62%
247,747
-4,226
-2% -$2.05M
2013 Q2
47 quarters
WFC icon
3
Wells Fargo
WFC
$244B
$132M 10.61%
1,835,793
-61,934
-3% -$4.65M
2020 Q2
19 quarters
DJCO icon
4
Daily Journal
DJCO
$888M
$129M 10.42%
325,419
+8,705
+3% +$3.77M
2013 Q2
47 quarters
XOM icon
5
ExxonMobil
XOM
$716B
$100M 8.08%
844,424
-128,306
-13% -$14.2M
2018 Q1
28 quarters
PII icon
6
Polaris
PII
$2.94B
$98.1M 7.89%
2,395,049
+1,505,351
+169% +$71.7M
2023 Q4
5 quarters
CRI icon
7
Carter's
CRI
$1.17B
$89.6M 7.21%
2,190,482
+1,297,607
+145% +$62.4M
2024 Q2
3 quarters
FOXF icon
8
Fox Factory Holding Corp
FOXF
$755M
$83.5M 6.72%
3,576,560
+1,579,029
+79% +$42.3M
2023 Q4
5 quarters
KHC icon
9
The Kraft Heinz Company
KHC
$26.6B
$40.5M 3.26%
1,329,471
-551,891
-29% -$16.5M
2019 Q1
24 quarters
MSFT icon
10
Microsoft
MSFT
$4.04T
$35.3M 2.84%
93,995
-297
-0.3% -$121K
2013 Q2
47 quarters
WHR icon
11
Whirlpool
WHR
$1.91B
$28M 2.25%
310,796
+16,688
+6% +$1.77M
2024 Q2
3 quarters
AMCX icon
12
AMC Global Media
AMCX
$448M
$18.7M 1.5%
2,712,921
+1,156,267
+74% +$9.67M
2023 Q3
6 quarters
WNC icon
13
Wabash National
WNC
$549M
$4.03M 0.32%
364,491
-11,382
-3% -$153K
2020 Q2
19 quarters
IBM icon
14
IBM
IBM
$217B
$2.62M 0.21%
10,555
-1,855
-15% -$454K
2015 Q1
40 quarters
AAPL icon
15
Apple
AAPL
$4.98T
$2.3M 0.19%
10,352
-1,750
-14% -$405K
2018 Q3
26 quarters
RSG icon
16
Republic Services
RSG
$67.3B
$1.53M 0.12%
6,333
-676
-10% -$152K
2013 Q2
47 quarters
FAF icon
17
First American
FAF
$6.35B
$1.01M 0.08%
15,417
– –
2017 Q1
32 quarters
NVDA icon
18
NVIDIA
NVDA
$5.52T
$726K 0.06%
6,699
+382
+6% +$48.4K
2024 Q1
4 quarters
MCD icon
19
McDonald's
MCD
$167B
$202K 0.02%
648
-101
-13% -$30.2K
2020 Q3
18 quarters
CVX icon
20
Chevron
CVX
$427B
– –
-2,350
Closed -$340K –
ORCL icon
21
Oracle
ORCL
$434B
– –
-1,407
Closed -$234K –

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RWWM Inc's Q1 2025 Portfolio in Review

As of Q1 2025, RWWM Inc held 21 positions worth $1.24B, up 13% from $1.09B the previous quarter. Its ten largest holdings account for 95% of the portfolio.

RWWM Inc deployed $125M of net new capital in Q1 2025, adding to 7 existing holdings.

By sector, the portfolio is most concentrated in Consumer Discretionary at 52% of assets, up from 40% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Alibaba, an estimated $27.1M trimmed.

  • RWWM Inc added most to Polaris in Q1 2025, an estimated $71.7M increase.
  • RWWM Inc's biggest Q1 2025 reduction was Alibaba, cutting an estimated $27.1M.
  • RWWM Inc fully exited Chevron in Q1 2025, selling an estimated $340K.
  • RWWM Inc's ten largest holdings make up 95% of its $1.24B portfolio in Q1 2025.
  • RWWM Inc opened 0 new positions and closed 2 in Q1 2025.
  • RWWM Inc's portfolio value rose 13% quarter-over-quarter to $1.24B.

Based on RWWM Inc's 13F filing for Q1 2025, filed 17 Apr 2025.