RWWM
Latest statistics and disclosures from RWWM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BABA, CRI, DJCO, WFC, BRK.B, and represent 74.12% of RWWM's stock portfolio.
- Added to shares of these 10 stocks: CRI (+$52M), WHR (+$18M), KHC (+$11M), HELE (+$8.1M), COST, DJCO, ACN, FAF, GILD, CVX.
- Started 11 new stock positions in SBUX, SYK, SNOW, TYL, TJX, WMT, COST, ACN, CVX, XPOF. GILD.
- Reduced shares in these 10 stocks: PII (-$77M), FOXF (-$17M), BABA (-$16M), AMCX (-$13M), XOM (-$6.5M), WGO, WFC, WNC, MSFT, IBM.
- RWWM was a net seller of stock by $-36M.
- RWWM has $1.4B in assets under management (AUM), dropping by 15.65%.
- Central Index Key (CIK): 0001507683
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Portfolio Holdings for RWWM
RWWM holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 31.5 | $441M | -3% | 2.5M | 178.73 |
|
| Carter's (CRI) | 11.9 | $167M | +44% | 5.9M | 28.22 |
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| Daily Journal Corporation (DJCO) | 11.3 | $158M | 339k | 465.14 |
|
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| Wells Fargo & Company (WFC) | 10.7 | $150M | 1.8M | 83.82 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.8 | $123M | 244k | 502.74 |
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| Polaris Industries (PII) | 4.5 | $63M | -54% | 1.1M | 58.13 |
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| Fox Factory Hldg (FOXF) | 4.5 | $62M | -21% | 2.6M | 24.29 |
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| Microsoft Corporation (MSFT) | 3.4 | $48M | 93k | 517.95 |
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| Exxon Mobil Corporation (XOM) | 3.4 | $47M | -12% | 417k | 112.75 |
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| Kraft Heinz (KHC) | 3.2 | $45M | +32% | 1.7M | 26.04 |
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| Whirlpool Corporation (WHR) | 3.1 | $44M | +68% | 555k | 78.60 |
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| Amc Networks Cl A (AMCX) | 1.0 | $14M | -48% | 1.7M | 8.24 |
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| Helen Of Troy (HELE) | 0.9 | $13M | +167% | 515k | 25.20 |
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| Winnebago Industries (WGO) | 0.4 | $5.8M | -39% | 174k | 33.44 |
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| Costco Wholesale Corporation (COST) | 0.3 | $4.0M | NEW | 4.3k | 925.63 |
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| International Business Machines (IBM) | 0.2 | $2.9M | 10k | 282.16 |
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| Apple (AAPL) | 0.2 | $2.2M | +6% | 8.5k | 254.63 |
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| Wabash National Corporation (WNC) | 0.1 | $2.0M | -34% | 205k | 9.87 |
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| First American Financial (FAF) | 0.1 | $1.9M | +88% | 29k | 64.24 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.5M | +16% | 7.9k | 186.58 |
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| Republic Services (RSG) | 0.1 | $1.4M | 6.2k | 229.48 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | NEW | 4.4k | 246.60 |
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| Gilead Sciences (GILD) | 0.1 | $796k | NEW | 7.2k | 111.00 |
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| Chevron Corporation (CVX) | 0.0 | $419k | NEW | 2.7k | 155.29 |
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| Oracle Corporation (ORCL) | 0.0 | $371k | 1.3k | 281.24 |
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| Starbucks Corporation (SBUX) | 0.0 | $338k | NEW | 4.0k | 84.61 |
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| Progressive Corporation (PGR) | 0.0 | $294k | 1.2k | 246.95 |
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| Wal-Mart Stores (WMT) | 0.0 | $249k | NEW | 2.4k | 103.08 |
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| Xponential Fitness Com Cl A (XPOF) | 0.0 | $234k | NEW | 30k | 7.79 |
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| Stryker Corporation (SYK) | 0.0 | $233k | NEW | 631.00 | 369.77 |
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| Snowflake Com Shs (SNOW) | 0.0 | $219k | NEW | 969.00 | 225.55 |
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| TJX Companies (TJX) | 0.0 | $210k | NEW | 1.5k | 144.57 |
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| Tyler Technologies (TYL) | 0.0 | $209k | NEW | 400.00 | 523.16 |
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Past Filings by RWWM
SEC 13F filings are viewable for RWWM going back to 2012
- RWWM 2025 Q3 filed Nov. 4, 2025
- RWWM 2025 Q2 filed Aug. 4, 2025
- RWWM 2025 Q1 filed April 17, 2025
- RWWM 2024 Q4 filed Feb. 13, 2025
- RWWM 2024 Q3 filed Nov. 13, 2024
- RWWM 2024 Q2 filed Aug. 14, 2024
- RWWM 2024 Q1 filed May 14, 2024
- RWWM 2023 Q4 filed Feb. 13, 2024
- RWWM 2023 Q3 filed Nov. 14, 2023
- RWWM 2023 Q2 filed Aug. 14, 2023
- RWWM 2023 Q1 filed May 15, 2023
- RWWM 2022 Q4 filed Feb. 13, 2023
- RWWM 2022 Q3 filed Nov. 14, 2022
- RWWM 2022 Q2 filed Aug. 15, 2022
- RWWM 2022 Q1 filed May 10, 2022
- RWWM 2021 Q4 filed Feb. 11, 2022