Rwwm, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Rwwm, Inc. disclosed 40 stock positions valued at approximately $1.35B as of quarter-end June 30, 2026. The largest holdings include DAILY JOURNAL CORP, ALIBABA GROUP HLDG LTD, and WELLS FARGO & CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $1.35B
Holdings by Sector
Rwwm, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DAILY JOURNAL CORP | DJCO | Technology | 15.74% | 354,295 | -6,265 | -1.74% | $212,998,611 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 15.73% | 2,217,364 | +55,587 | +2.57% | $212,822,597 |
| WELLS FARGO & CO | WFC | Financial Services | 10.26% | 1,680,197 | -41,147 | -2.39% | $138,851,480 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 9.46% | 255,944 | +12,351 | +5.07% | $128,071,818 |
| WHIRLPOOL CORP | WHR | Consumer Cyclical | 9.15% | 3,140,419 | +717,801 | +29.63% | $123,795,317 |
| FOX FACTORY HLDG CORP | FOXF | Consumer Cyclical | 6.74% | 5,381,694 | -151,378 | -2.74% | $91,192,805 |
| ISHARES TR | SGOV | Other | 6.29% | 845,240 | +124,462 | +17.27% | $85,090,263 |
| CARTERS INC | CRI | Consumer Cyclical | 4.39% | 1,444,045 | -898,314 | -38.35% | $59,436,892 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 4.10% | 2,349,610 | -854,988 | -26.68% | $55,497,788 |
| EXXON MOBIL CORP | XOM | Energy | 3.05% | 301,524 | -19,979 | -6.21% | $41,224,361 |
| POLARIS INC | PII | Consumer Cyclical | 2.52% | 499,211 | -388,750 | -43.78% | $34,165,971 |
| MICROSOFT CORP | MSFT | Technology | 2.49% | 90,349 | -309 | -0.34% | $33,701,984 |
| LULULEMON ATHLETICA INC | LULU | Consumer Cyclical | 1.99% | 235,581 | +162,196 | +221.02% | $26,898,639 |
| ADOBE INC | ADBE | Technology | 1.58% | 104,151 | +53,646 | +106.22% | $21,353,038 |
| CROCS INC | CROX | Consumer Cyclical | 1.43% | 160,316 | +160,316 | +100.00% | $19,340,522 |
| AMC GLOBAL MEDIA INC | AMCX | Communication Services | 1.03% | 1,401,949 | -121,019 | -7.95% | $13,991,451 |
| HELEN OF TROY LTD | HELE | Consumer Defensive | 1.02% | 474,611 | -699,218 | -59.57% | $13,796,942 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 0.83% | 296,272 | -64,082 | -17.78% | $11,282,038 |
| TENCENT MUSIC ENTMT GROUP | TME | Communication Services | 0.66% | 1,054,403 | +1,054,403 | +100.00% | $8,912,662 |
| WINNEBAGO INDS INC | WGO | Consumer Cyclical | 0.30% | 129,757 | -36,466 | -21.94% | $4,053,598 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.30% | 4,319 | +92 | +2.18% | $4,040,295 |
| APPLE INC | AAPL | Technology | 0.17% | 7,841 | +559 | +7.68% | $2,268,872 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.13% | 6,378 | -9 | -0.14% | $1,793,557 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.09% | 6,006 | -72 | -1.18% | $1,279,758 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 0.09% | 11,684 | -242 | -2.03% | $1,233,480 |
| NVIDIA CORPORATION | NVDA | Technology | 0.09% | 5,919 | +179 | +3.12% | $1,184,333 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.07% | 7,169 | - | - | $905,731 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.06% | 1 | +1 | +100.00% | $748,850 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.04% | 3,960 | -193 | -4.65% | $492,782 |
| CHEVRON CORPORATION | CVX | Energy | 0.03% | 2,728 | +105 | +4.00% | $452,193 |
Showing 30 of 40 holdings in the latest reporting period.