RWWM, Inc.

CIK

1507683

Location

Rocklin, CA

Portfolio Value

Mid $1,266,670,941

Diversification

Diversified

Filing Date

Global Rank

#1,714 / 8,700 ▲ 140

Top Industry

Software - Application 18.5%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.8%

−3.0 pts

Top 5

64.5%

+4.0 pts

Top 10

86.7%

−1.1 pts

HHI

1,016

Diversified+23

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	46.1%	$584,023,379	13
Technology	21.6%	$274,007,137	8
Financial Services	21.1%	$267,672,148	2
Consumer Defensive	5.8%	$73,553,531	4
Energy	3.3%	$41,676,554	2
Communication Services	1.8%	$23,299,887	3
Industrials	0.1%	$1,279,758	1
Healthcare	0.1%	$1,158,547	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
WHR	Whirlpool Corp /De/	+717,801	3,140,419	$123,795,316
LULU	lululemon athletica inc.	+162,196	235,581	$26,898,638
BABA	Alibaba Group Holding Ltd	+55,587	2,217,364	$212,822,596
ADBE	Adobe Inc.	+53,646	104,151	$21,353,038
BRK-B	Berkshire Hathaway Inc	+12,352	255,945	$128,820,668
AAPL	Apple Inc.	+559	7,841	$2,268,871
NVDA	Nvidia Corp	+179	5,919	$1,184,332
CVX	Chevron Corp	+105	2,728	$452,193
COST	Costco Wholesale Corp /New	+92	4,319	$4,040,294
SBUX	Starbucks Corp	+5	4,079	$416,833
TJX	Tjx Companies Inc /De/	+4	1,371	$207,706
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
CRI	Carters Inc	−898,314	1,444,045	$59,436,892
KHC	Kraft Heinz Co	−854,988	2,349,610	$55,497,788
HELE	Helen Of Troy Ltd	−699,218	474,611	$13,796,941
PII	Polaris Inc.	−388,750	499,211	$34,166,000
FOXF	Fox Factory Holding Corp	−151,378	5,381,694	$91,192,804
AMCX	AMC Global Media Inc.	−121,019	1,401,949	$13,991,451
HRB	H&R Block Inc	−64,082	296,272	$11,282,037
WFC	Wells Fargo & Company/Mn	−41,147	1,680,197	$138,851,480
WGO	Winnebago Industries Inc	−36,466	129,757	$4,053,608
XOM	ExxonMobil Holdings Corp	−19,979	301,524	$41,224,361
DJCO	Daily Journal Corp	−6,265	354,295	$212,998,611
MSFT	Microsoft Corp	−309	90,349	$33,701,983
ACN	Accenture plc	−193	3,960	$492,782
RSG	Republic Services, Inc.	−72	6,006	$1,279,758
ORCL	Oracle Corp	−27	1,460	$213,963
IBM	International Business Machines Corp	−9	6,378	$1,793,557
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
CROX	Crocs, Inc.	160,316	$19,340,522
TME	Tencent Music Entertainment Group	1,054,403	$8,804,265
GOOGL	Alphabet Inc.	1,420	$504,171
SYK	Stryker Corp	803	$252,816
USFD	US Foods Holding Corp.	2,137	$218,508
AMZN	Amazon Com Inc	851	$202,827
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	721,170	$72,809,571
FAF	First American Financial Corp	29,057	$1,751,846
BAB	Invesco Taxable Municipal Bond ETF	11,926	$1,258,789
WNC	WABASH NATIONAL Corp	55,375	$477,332
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 tracked positions · $1,266,670,941 total · filing declares 40 positions · $1,353,388,287 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DJCO	Daily Journal Corp Technology	Reduced	354,295	-6,265	$212,998,611	+22.5%	16.82%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	2,217,364	+55,587	$212,822,596	−21.5%	16.80%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	1,680,197	-41,147	$138,851,480	+1.3%	10.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	255,945	+12,352	$128,820,668	+10.4%	10.17%
WHR	Whirlpool Corp /De/ Consumer Cyclical	Added	3,140,419	+717,801	$123,795,316	−5.2%	9.77%
FOXF	Fox Factory Holding Corp Consumer Cyclical	Reduced	5,381,694	-151,378	$91,192,804	+0.1%	7.20%
CRI	Carters Inc Consumer Cyclical	Reduced	1,444,045	-898,314	$59,436,892	−29.0%	4.69%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	2,349,610	-854,988	$55,497,788	−23.0%	4.38%
XOM	ExxonMobil Holdings Corp Energy	Reduced	301,524	-19,979	$41,224,361	−24.4%	3.25%
PII	Polaris Inc. Consumer Cyclical	Reduced	499,211	-388,750	$34,166,000	−29.4%	2.70%
MSFT	Microsoft Corp Technology	Reduced	90,349	-309	$33,701,983	+0.4%	2.66%
LULU	lululemon athletica inc. Consumer Cyclical	Added	235,581	+162,196	$26,898,638	+139.4%	2.12%
ADBE	Adobe Inc. Technology	Added	104,151	+53,646	$21,353,038	+73.9%	1.69%
CROX	Crocs, Inc. Consumer Cyclical	NEW	160,316	NEW	$19,340,522	NEW	1.53%
AMCX	AMC Global Media Inc. Communication Services	Reduced	1,401,949	-121,019	$13,991,451	+35.3%	1.10%
HELE	Helen Of Troy Ltd Consumer Defensive	Reduced	474,611	-699,218	$13,796,941	−18.5%	1.09%
HRB	H&R Block Inc Consumer Cyclical	Reduced	296,272	-64,082	$11,282,037	−1.4%	0.89%
TME	Tencent Music Entertainment Group Communication Services	NEW	1,054,403	NEW	$8,804,265	NEW	0.70%
WGO	Winnebago Industries Inc Consumer Cyclical	Reduced	129,757	-36,466	$4,053,608	−21.3%	0.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,319	+92	$4,040,294	−4.1%	0.32%
AAPL	Apple Inc. Technology	Added	7,841	+559	$2,268,871	+22.8%	0.18%
IBM	International Business Machines Corp Technology	Reduced	6,378	-9	$1,793,557	+15.9%	0.14%
RSG	Republic Services, Inc. Industrials	Reduced	6,006	-72	$1,279,758	−3.9%	0.10%
NVDA	Nvidia Corp Technology	Added	5,919	+179	$1,184,332	+18.3%	0.09%
GILD	Gilead Sciences, Inc. Healthcare	Held	7,169	0	$905,731	−9.3%	0.07%
GOOGL	Alphabet Inc. Communication Services	NEW	1,420	NEW	$504,171	NEW	0.04%
ACN	Accenture plc Technology	Reduced	3,960	-193	$492,782	−40.2%	0.04%
CVX	Chevron Corp Energy	Added	2,728	+105	$452,193	−16.7%	0.04%
SBUX	Starbucks Corp Consumer Cyclical	Added	4,079	+5	$416,833	+14.2%	0.03%
SYK	Stryker Corp Healthcare	NEW	803	NEW	$252,816	NEW	0.02%
USFD	US Foods Holding Corp. Consumer Defensive	NEW	2,137	NEW	$218,508	NEW	0.02%
ORCL	Oracle Corp Technology	Reduced	1,460	-27	$213,963	−2.2%	0.02%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,371	+4	$207,706	−4.9%	0.02%
XPOF	Xponential Fitness, Inc. Consumer Cyclical	Held	30,000	0	$207,600	+15.0%	0.02%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	851	NEW	$202,827	NEW	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.