RWWM, Inc.
Net seller this quarter
$1.35B
37
-$24.6M
81.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DJCO | $213M | 15.74% | 25.72% | -1.7% | Q4 2012 |
 BABA | $213M | 15.73% | 0.12% | +2.6% | Q2 2021 |
 WFC | $139M | 10.26% | 0.06% | -2.4% | Q2 2020 |
 BRK.B | $128M | 9.46% | Not reported | +5.1% | Q4 2012 |
 WHR | $124M | 9.15% | 4.83% | +29.6% | Q2 2024 |
 FOXF | $91.2M | 6.74% | 12.83% | -2.7% | Q4 2023 |
 CRI | $59.4M | 4.39% | 3.92% | -38.4% | Q2 2024 |
 KHC | $55.5M | 4.10% | 0.20% | -26.7% | Q1 2019 |
 XOM | $41.2M | 3.05% | 0.01% | -6.2% | Q1 2018 |
 PII | $34.2M | 2.52% | 0.88% | -43.8% | Q4 2023 |
 MSFT | $33.7M | 2.49% | 0.00% | -0.3% | Q4 2012 |
 LULU | $26.9M | 1.99% | 0.22% | +221.0% | Q1 2026 |
 ADBE | $21.4M | 1.58% | 0.03% | +106.2% | Q1 2026 |
 CROX | $19.3M | 1.43% | 0.33% | New | Q2 2026 |
 AMCX | $14M | 1.03% | Not reported | -8.0% | Q3 2023 |
 HELE | $13.8M | 1.02% | 2.04% | -59.6% | Q2 2025 |
 HRB | $11.3M | 0.83% | 0.23% | -17.8% | Q1 2026 |
 TME | $8.91M | 0.66% | 0.03% | New | Q2 2026 |
 WGO | $4.05M | 0.30% | 0.46% | -21.9% | Q2 2025 |
 COST | $4.04M | 0.30% | 0.00% | +2.2% | Q3 2025 |
 AAPL | $2.27M | 0.17% | 0.00% | +7.7% | Q3 2018 |
 IBM | $1.79M | 0.13% | 0.00% | -0.1% | Q1 2015 |
 RSG | $1.28M | 0.09% | 0.00% | -1.2% | Q4 2012 |
 NVDA | $1.18M | 0.09% | 0.00% | +3.1% | Q1 2024 |
 GILD | $906K | 0.07% | 0.00% | Not reported | Q3 2025 |
| BRK.A | $749K | 0.06% | Not reported | New | Q2 2026 |
 ACN | $493K | 0.04% | 0.00% | -4.7% | Q3 2025 |
 CVX | $452K | 0.03% | 0.00% | +4.0% | Q2 2023 |
 SBUX | $417K | 0.03% | 0.00% | +0.1% | Q3 2025 |
 GOOG | $288K | 0.02% | Not reported | New | Q2 2026 |
 SYK | $253K | 0.02% | 0.00% | Not reported | Q3 2025 |
 USFD | $219K | 0.02% | 0.00% | Not reported | Q4 2020 |
| GOOGL | $216K | 0.02% | 0.00% | Not reported | Q4 2025 |
 ORCL | $214K | 0.02% | 0.00% | -1.8% | Q2 2023 |
 TJX | $208K | 0.02% | 0.00% | +0.3% | Q3 2025 |
 XPOF | $208K | 0.02% | Not reported | Not reported | Q3 2025 |
 AMZN | $203K | 0.01% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| BABA | $271M | 19.80% | 0.12% | -9.1% | Q2 2021 |
| DJCO | $174M | 12.70% | 26.18% | -2.0% | Q4 2012 |
| WFC | $137M | 10.00% | 0.06% | -2.6% | Q2 2020 |
| WHR | $131M | 9.54% | 3.73% | +191.6% | Q2 2024 |
| BRK.B | $117M | 8.52% | Not reported | +0.7% | Q4 2012 |
| FOXF | $91.1M | 6.65% | 13.24% | +4.7% | Q4 2023 |
| CRI | $83.8M | 6.11% | 6.44% | -48.1% | Q2 2024 |
| KHC | $72.1M | 5.26% | 0.27% | +28.2% | Q1 2019 |
| XOM | $54.5M | 3.98% | 0.01% | -18.7% | Q1 2018 |
| PII | $48.4M | 3.53% | 1.56% | -3.1% | Q4 2023 |
| MSFT | $33.6M | 2.45% | 0.00% | -1.9% | Q4 2012 |
| HELE | $16.9M | 1.24% | 5.09% | +85.7% | Q2 2025 |
| ADBE | $12.3M | 0.90% | 0.01% | New | Q1 2026 |
| HRB | $11.4M | 0.83% | 0.28% | New | Q1 2026 |
| LULU | $11.2M | 0.82% | 0.07% | New | Q1 2026 |
| AMCX | $10.3M | 0.75% | Not reported | -0.2% | Q3 2023 |
| WGO | $5.15M | 0.38% | 0.59% | -2.6% | Q2 2025 |
| COST | $4.21M | 0.31% | 0.00% | -1.7% | Q3 2025 |
| AAPL | $1.85M | 0.13% | 0.00% | -12.9% | Q3 2018 |
 FAF | $1.75M | 0.13% | 0.03% | Not reported | Q1 2017 |
| IBM | $1.55M | 0.11% | 0.00% | -33.1% | Q1 2015 |
| RSG | $1.33M | 0.10% | 0.00% | -1.4% | Q4 2012 |
| NVDA | $1M | 0.07% | 0.00% | -26.6% | Q1 2024 |
| GILD | $999K | 0.07% | 0.00% | Not reported | Q3 2025 |
| ACN | $823K | 0.06% | 0.00% | -4.1% | Q3 2025 |
| CVX | $543K | 0.04% | 0.00% | Not reported | Q2 2023 |
 WNC | $477K | 0.03% | 0.14% | -55.5% | Q2 2020 |
| SBUX | $365K | 0.03% | 0.00% | +0.6% | Q3 2025 |
| ORCL | $219K | 0.02% | 0.00% | +12.7% | Q2 2023 |
| TJX | $218K | 0.02% | 0.00% | -6.1% | Q3 2025 |
| XPOF | $181K | 0.01% | Not reported | Not reported | Q3 2025 |
| Q4 2025 | |||||
| BABA | $349M | 23.96% | 0.01% | -3.6% | Q2 2021 |
| DJCO | $179M | 12.32% | 20.38% | +8.5% | Q4 2012 |
| WFC | $165M | 11.32% | 0.06% | -1.4% | Q2 2020 |
| CRI | $146M | 10.06% | 12.39% | -23.5% | Q2 2024 |
| BRK.B | $122M | 8.36% | Not reported | -0.9% | Q4 2012 |
| FOXF | $90.4M | 6.21% | 12.64% | +105.7% | Q4 2023 |
| KHC | $60.6M | 4.17% | 0.21% | +45.2% | Q1 2019 |
| WHR | $59.9M | 4.12% | 1.48% | +49.6% | Q2 2024 |
| PII | $58M | 3.98% | 1.62% | -15.6% | Q4 2023 |
| XOM | $47.6M | 3.27% | 0.01% | -5.2% | Q1 2018 |
| MSFT | $44.7M | 3.07% | 0.00% | -0.5% | Q4 2012 |
| AMCX | $14.5M | 1.00% | Not reported | -10.8% | Q3 2023 |
| HELE | $13.4M | 0.92% | 2.74% | +22.7% | Q2 2025 |
| WGO | $6.92M | 0.48% | 0.60% | -2.1% | Q2 2025 |
| COST | $3.71M | 0.25% | 0.00% | Not reported | Q3 2025 |
| IBM | $2.83M | 0.19% | 0.00% | -6.5% | Q1 2015 |
| AAPL | $2.27M | 0.16% | 0.00% | -2.0% | Q3 2018 |
| FAF | $1.79M | 0.12% | 0.03% | Not reported | Q1 2017 |
| NVDA | $1.46M | 0.10% | 0.00% | -0.6% | Q1 2024 |
| RSG | $1.31M | 0.09% | 0.00% | -0.1% | Q4 2012 |
| ACN | $1.16M | 0.08% | 0.00% | -2.0% | Q3 2025 |
| WNC | $1.08M | 0.07% | 0.31% | -39.1% | Q2 2020 |
| GILD | $880K | 0.06% | 0.00% | Not reported | Q3 2025 |
| CVX | $400K | 0.03% | 0.00% | -2.7% | Q2 2023 |
| SBUX | $341K | 0.02% | 0.00% | +1.2% | Q3 2025 |
 WMT | $266K | 0.02% | 0.00% | -1.2% | Q4 2012 |
| ORCL | $257K | 0.02% | 0.00% | Not reported | Q2 2023 |
| GOOGL | $255K | 0.02% | 0.00% | New | Q4 2025 |
| XPOF | $247K | 0.02% | Not reported | Not reported | Q3 2025 |
| TJX | $224K | 0.02% | 0.00% | +0.3% | Q3 2025 |
| SYK | $222K | 0.02% | 0.00% | +0.3% | Q3 2025 |
| Q3 2025 | |||||
| BABA | $441M | 31.48% | 0.01% | -3.6% | Q2 2021 |
| CRI | $167M | 11.89% | 16.16% | +44.8% | Q2 2024 |
| DJCO | $158M | 11.26% | 24.61% | +1.2% | Q4 2012 |
| WFC | $150M | 10.73% | 0.06% | -0.8% | Q2 2020 |
| BRK.B | $123M | 8.77% | Not reported | +0.1% | Q4 2012 |
| PII | $63.1M | 4.51% | 1.93% | -54.8% | Q4 2023 |
| FOXF | $62.4M | 4.46% | 6.15% | -21.2% | Q4 2023 |
| MSFT | $48.1M | 3.43% | 0.00% | -0.3% | Q4 2012 |
| XOM | $47M | 3.36% | 0.01% | -12.1% | Q1 2018 |
| KHC | $44.8M | 3.20% | 0.15% | +32.8% | Q1 2019 |
| WHR | $43.7M | 3.12% | 0.99% | +68.4% | Q2 2024 |
| AMCX | $14.1M | 1.01% | Not reported | -48.6% | Q3 2023 |
| HELE | $13M | 0.93% | 2.24% | +167.1% | Q2 2025 |
| WGO | $5.83M | 0.42% | 0.62% | -39.8% | Q2 2025 |
| COST | $3.98M | 0.28% | 0.00% | New | Q3 2025 |
| IBM | $2.88M | 0.21% | 0.00% | -1.1% | Q1 2015 |
| AAPL | $2.17M | 0.16% | 0.00% | +6.8% | Q3 2018 |
| WNC | $2.02M | 0.14% | 0.50% | -34.9% | Q2 2020 |
| FAF | $1.87M | 0.13% | 0.03% | +88.5% | Q1 2017 |
| NVDA | $1.47M | 0.10% | 0.00% | +17.0% | Q1 2024 |
| RSG | $1.42M | 0.10% | 0.00% | 0.0% | Q4 2012 |
| ACN | $1.09M | 0.08% | 0.00% | New | Q3 2025 |
| GILD | $796K | 0.06% | 0.00% | New | Q3 2025 |
| CVX | $419K | 0.03% | 0.00% | Not reported | Q2 2023 |
| ORCL | $371K | 0.03% | 0.00% | Not reported | Q2 2023 |
| SBUX | $338K | 0.02% | 0.00% | New | Q3 2025 |
 PGR | $294K | 0.02% | 0.00% | Not reported | Q2 2025 |
| WMT | $249K | 0.02% | 0.00% | Not reported | Q4 2012 |
| XPOF | $234K | 0.02% | Not reported | New | Q3 2025 |
| SYK | $233K | 0.02% | 0.00% | New | Q3 2025 |
 SNOW | $219K | 0.02% | 0.00% | New | Q3 2025 |
| TJX | $210K | 0.01% | 0.00% | New | Q3 2025 |
 TYL | $209K | 0.01% | 0.00% | New | Q3 2025 |