Pacifica Capital Investments, LLC
Net buyer this quarter
$293M
15
+$14.8M
96.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $94.3M | 32.20% | Not reported | -0.1% | Q2 2013 |
 FIVE | $37M | 12.62% | 0.37% | -4.5% | Q2 2015 |
 BBW | $34M | 11.61% | 8.86% | +10.4% | Q1 2017 |
 SBUX | $25.2M | 8.59% | 0.02% | Not reported | Q2 2013 |
 NKE | $20.8M | 7.09% | 0.03% | +54.5% | Q2 2025 |
 ASO | $20.5M | 7.01% | 0.70% | -0.1% | Q3 2023 |
 FND | $18.6M | 6.35% | 0.29% | +39.8% | Q4 2025 |
 RTO | $13.3M | 4.54% | 0.02% | -0.1% | Q4 2024 |
| BRK.A | $9.74M | 3.32% | Not reported | Not reported | Q2 2013 |
 GS | $8.26M | 2.82% | 0.00% | Not reported | Q2 2013 |
 AXP | $6.09M | 2.08% | 0.00% | Not reported | Q2 2013 |
 KRUS | $3.37M | 1.15% | Not reported | +35.2% | Q4 2019 |
 CNA | $1.17M | 0.40% | 0.01% | Not reported | Q2 2013 |
 WFC | $606K | 0.21% | 0.00% | Not reported | Q2 2013 |
 ACCO | $41.6K | 0.01% | 0.01% | Not reported | Q3 2022 |
| Q1 2026 | |||||
| BRK.B | $90.4M | 30.79% | Not reported | -2.3% | Q2 2013 |
| FIVE | $49.2M | 16.75% | 0.39% | -63.9% | Q2 2015 |
| BBW | $37.7M | 12.83% | 7.86% | -0.8% | Q1 2017 |
| ASO | $24.6M | 8.38% | 0.68% | -3.4% | Q3 2023 |
| SBUX | $22.1M | 7.51% | 0.02% | -0.4% | Q2 2013 |
| NKE | $17.3M | 5.89% | 0.02% | +122.5% | Q2 2025 |
| RTO | $14.6M | 4.99% | 0.02% | -2.1% | Q4 2024 |
| FND | $11.4M | 3.88% | 0.21% | +3471.1% | Q4 2025 |
| BRK.A | $9.34M | 3.18% | Not reported | Not reported | Q2 2013 |
| GS | $6.91M | 2.35% | 0.00% | -5.1% | Q2 2013 |
| AXP | $5.44M | 1.85% | 0.00% | Not reported | Q2 2013 |
| KRUS | $3.03M | 1.03% | Not reported | -1.3% | Q4 2019 |
| CNA | $1.11M | 0.38% | 0.01% | -4.7% | Q2 2013 |
| WFC | $584K | 0.20% | 0.00% | Not reported | Q2 2013 |
| ACCO | $30K | 0.01% | 0.01% | Not reported | Q3 2022 |
| Q4 2025 | |||||
| FIVE | $112M | 30.63% | 1.08% | -17.2% | Q2 2015 |
| BRK.B | $97.1M | 26.45% | Not reported | -0.4% | Q2 2013 |
| BBW | $62.1M | 16.93% | 7.84% | 0.0% | Q1 2017 |
| ASO | $22.5M | 6.14% | 0.68% | -0.3% | Q3 2023 |
| SBUX | $20.8M | 5.67% | 0.02% | Not reported | Q2 2013 |
| RTO | $14M | 3.81% | 0.02% | -0.1% | Q4 2024 |
| BRK.A | $9.81M | 2.67% | Not reported | Not reported | Q2 2013 |
| NKE | $9.37M | 2.55% | 0.01% | +0.8% | Q2 2025 |
| GS | $7.56M | 2.06% | 0.00% | -3.8% | Q2 2013 |
| AXP | $6.66M | 1.81% | 0.00% | -0.2% | Q2 2013 |
| KRUS | $2.3M | 0.63% | Not reported | +7.9% | Q4 2019 |
| CNA | $1.21M | 0.33% | 0.01% | Not reported | Q2 2013 |
| WFC | $684K | 0.19% | 0.00% | Not reported | Q2 2013 |
| FND | $382K | 0.10% | 0.01% | New | Q4 2025 |
| ACCO | $37.3K | 0.01% | 0.01% | Not reported | Q3 2022 |
| Q3 2025 | |||||
| FIVE | $112M | 30.31% | 1.31% | -1.6% | Q2 2015 |
| BRK.B | $97.5M | 26.47% | Not reported | -0.1% | Q2 2013 |
| BBW | $66.2M | 17.98% | 7.73% | -4.0% | Q1 2017 |
| ASO | $22.6M | 6.15% | 0.68% | -0.1% | Q3 2023 |
| SBUX | $20.9M | 5.68% | 0.02% | Not reported | Q2 2013 |
| RTO | $12M | 3.26% | 0.02% | -0.1% | Q4 2024 |
| NKE | $10.2M | 2.77% | 0.01% | 0.0% | Q2 2025 |
| BRK.A | $9.8M | 2.66% | Not reported | Not reported | Q2 2013 |
| GS | $7.12M | 1.93% | 0.00% | Not reported | Q2 2013 |
| AXP | $5.99M | 1.63% | 0.00% | Not reported | Q2 2013 |
| KRUS | $2.42M | 0.66% | Not reported | -0.1% | Q4 2019 |
| CNA | $1.18M | 0.32% | 0.01% | Not reported | Q2 2013 |
| WFC | $615K | 0.17% | 0.00% | Not reported | Q2 2013 |
| ACCO | $39.9K | 0.01% | 0.01% | Not reported | Q3 2022 |