Pacifica Capital Investments
LEANDER, TXfiles as Pacifica Capital Investments, LLC
$293m in 15 US stocks at the end of 30 June 2026. The top 10 are 96.1% of the money. It changed about 7.2% of the portfolio this quarter.
Value
$293m
Stocks
15
Top 10 share
96.1%
Turnover
7.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Build-A-Bear WorkshopBBW11.6% of the fund+10%
- NikeNKE7.1% of the fund+55%
- Floor & Decor HoldingsFND6.4% of the fund+40%
- Kura Sushi USAKRUS1.2% of the fund+35%
Cut
Sold some of their stake.
- Five BelowFIVE12.6% of the fund-5%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Rentokil InitialRTO
- Share
- 4.5%
- Value
- $13m
- Shares
- 464,803
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 3.3%
- Value
- $10m
- Shares
- 13
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 32.2% | $94m | 188,467 | Held |
| Five BelowFIVE | 12.6% | $37m | 205,622 | -5% |
| Build-A-Bear WorkshopBBW | 11.6% | $34m | 1,111,213 | +10% |
| StarbucksSBUX | 8.6% | $25m | 246,247 | Held |
| NikeNKE | 7.1% | $21m | 505,786 | +55% |
| Academy Sports & OutdoorsASO | 7.0% | $21m | 435,456 | Held |
| Floor & Decor HoldingsFND | 6.4% | $19m | 313,372 | +40% |
| Rentokil InitialRTO | 4.5% | $13m | 464,803 | Held |
| Berkshire Hathaway INC DELBRK-A | 3.3% | $10m | 13 | Held |
| Goldman Sachs GroupGS | 2.8% | $8m | 8,163 | Held |
| American ExpressAXP | 2.1% | $6m | 17,993 | Held |
| Kura Sushi USAKRUS | 1.2% | $3m | 58,596 | +35% |
| CNA FinancialCNA | 0.4% | $1m | 24,119 | Held |
| Wells Fargo & CompanyWFC | 0.2% | $606,164 | 7,335 | Held |
| Acco BrandsACCO | <0.1% | $41,600 | 10,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 13.9% since 30 June 2025.
Where the money is
Retail & consumer54.4%
Financial services37.7%
Media & telecom0.0%
Other7.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.