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RWWM Inc Portfolio holdings

AUM $1.37B
1-Year Est. Return 3.81%
This Fund
S&P 500
This Quarter Est. Return
+20.89%
1 Year Est. Return
+3.81%
3 Year Est. Return
+37.05%
5 Year Est. Return
+55.69%
10 Year Est. Return
+182.31%
AUM
$1.4B
AUM Growth
+$190M
Cap. Flow
-$22.6M
Cap. Flow %
-1.61%
Top 10 Hldgs %
93.07%
Holding
33
New
11
Increased
9
Reduced
11
Closed
–

Top Buys

Rank Stock Value
1
CRI icon
Carter's
CRI
+$52.3M
2
WHR icon
Whirlpool
WHR
+$20.7M
3
KHC icon
Kraft Heinz
KHC
+$11.6M
4
HELE icon
Helen of Troy
HELE
+$7.81M
5
COST icon
Costco
COST
+$4.12M

Top Sells

Rank Stock Value
1
PII icon
Polaris
PII
+$71M
2
FOXF icon
Fox Factory Holding Corp
FOXF
+$19.4M
3
BABA icon
Alibaba
BABA
+$11.9M
4
AMCX icon
AMC Global Media
AMCX
+$11.2M
5
XOM icon
ExxonMobil
XOM
+$6.39M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 55.92%
2 Financials 19.65%
3 Technology 15.29%
4 Consumer Staples 4.43%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
1
Alibaba
BABA
$270B
$441M 31.48%
2,466,729
-91,123
-4% -$11.9M
CRI icon
2
Carter's
CRI
$1.42B
$167M 11.89%
5,900,170
+1,824,379
+45% +$52.3M
DJCO icon
3
Daily Journal
DJCO
$800M
$158M 11.26%
338,941
+4,039
+1% +$1.75M
WFC icon
4
Wells Fargo
WFC
$262B
$150M 10.73%
1,792,358
-14,769
-0.8% -$1.2M
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.06T
$123M 8.77%
244,256
+273
+0.1% +$132K
PII icon
6
Polaris
PII
$4.19B
$63.1M 4.51%
1,085,621
-1,315,856
-55% -$71M
FOXF icon
7
Fox Factory Holding Corp
FOXF
$778M
$62.4M 4.46%
2,569,434
-689,643
-21% -$19.4M
MSFT icon
8
Microsoft
MSFT
$2.85T
$48.1M 3.43%
92,841
-306
-0.3% -$156K
XOM icon
9
ExxonMobil
XOM
$649B
$47M 3.36%
417,082
-57,509
-12% -$6.39M
KHC icon
10
Kraft Heinz
KHC
$30.3B
$44.8M 3.2%
1,721,883
+425,292
+33% +$11.6M
WHR icon
11
Whirlpool
WHR
$2.43B
$43.7M 3.12%
555,380
+225,513
+68% +$20.7M
AMCX icon
12
AMC Global Media
AMCX
$445M
$14.1M 1.01%
1,710,961
-1,619,065
-49% -$11.2M
HELE icon
13
Helen of Troy
HELE
$656M
$13M 0.93%
515,176
+322,315
+167% +$7.81M
WGO icon
14
Winnebago Industries
WGO
$873M
$5.83M 0.42%
174,348
-115,296
-40% -$3.8M
COST icon
15
Costco
COST
$413B
$3.98M 0.28%
+4,302
New +$4.12M
IBM icon
16
IBM
IBM
$203B
$2.88M 0.21%
10,205
-116
-1% -$30.4K
AAPL icon
17
Apple
AAPL
$4.89T
$2.17M 0.16%
8,528
+545
+7% +$123K
WNC icon
18
Wabash National
WNC
$553M
$2.02M 0.14%
204,481
-109,806
-35% -$1.17M
FAF icon
19
First American
FAF
$7.69B
$1.87M 0.13%
29,057
+13,640
+88% +$860K
NVDA icon
20
NVIDIA
NVDA
$5.08T
$1.47M 0.1%
7,866
+1,142
+17% +$199K
RSG icon
21
Republic Services
RSG
$66.5B
$1.42M 0.1%
6,168
-1
-0% -$235
ACN icon
22
Accenture
ACN
$89.1B
$1.09M 0.08%
+4,422
New +$1.15M
GILD icon
23
Gilead Sciences
GILD
$161B
$796K 0.06%
+7,169
New +$815K
CVX icon
24
Chevron
CVX
$387B
$419K 0.03%
+2,695
New +$417K
ORCL icon
25
Oracle
ORCL
$341B
$371K 0.03%
1,320
– –
1
2

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ICM
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MFM
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RWWM Inc's Q3 2025 Portfolio in Review

As of Q3 2025, RWWM Inc held 33 positions worth $1.4B, up 16% from $1.21B the previous quarter. Its ten largest holdings account for 93% of the portfolio.

RWWM Inc's Q3 2025 filing shows 11 new, 9 increased and 11 reduced positions. Its largest new stake was Costco: 4,302 shares worth $3.98M. The largest sale was Polaris, an estimated $71M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 56% of assets, up from 53% a quarter earlier, followed by Financials and Technology.

  • RWWM Inc's largest Q3 2025 buy was Costco: 4,302 shares worth $3.98M.
  • RWWM Inc added most to Carter's in Q3 2025, an estimated $52.3M increase.
  • RWWM Inc's biggest Q3 2025 reduction was Polaris, cutting an estimated $71M.
  • RWWM Inc's ten largest holdings make up 93% of its $1.4B portfolio in Q3 2025.
  • RWWM Inc opened 11 new positions and closed 0 in Q3 2025.
  • RWWM Inc's portfolio value rose 16% quarter-over-quarter to $1.4B.

Based on RWWM Inc's 13F filing for Q3 2025, filed 4 Nov 2025.