Rwwm
ROCKLIN, CAfiles as RWWM, INC.
$1.4bn in 40 US stocks at the end of 30 June 2026. The top 10 are 84.9% of the money. It changed about 9.8% of the portfolio this quarter.
Value
$1.4bn
Stocks
40
Top 10 share
84.9%
Turnover
9.8%
What changed this quarter
New
Bought for the first time this quarter.
- CrocsCROX1.4% of the fund
- Tencent Music Entmt GroupTME0.7% of the fund
- Berkshire Hathaway INC DELBRK-A<0.1% of the fund
- AlphabetGOOG<0.1% of the fund
- StrykerSYK<0.1% of the fund
- US Foods HoldingUSFD<0.1% of the fund
- AlphabetGOOGL<0.1% of the fund
- Amazon.comAMZN<0.1% of the fund
Added
Bought more of a stock they already held.
- Alibaba Group HldgBABA15.7% of the fund+3%
- Berkshire HathawayBRK-B9.5% of the fund+5%
- WhirlpoolWHR9.1% of the fund+30%
- Ishares TRSGOV6.3% of the fund+17%
- lululemon athleticaLULU2.0% of the fund+221%
- AdobeADBE1.6% of the fund+106%
- Costco WholesaleCOST0.3% of the fund+2%
- AppleAAPL0.2% of the fund+8%
- NvidiaNVDA<0.1% of the fund+3%
- ChevronCVX<0.1% of the fund+4%
Cut
Sold some of their stake.
- Wells Fargo & CompanyWFC10.3% of the fund-2%
- Fox Factory HoldingFOXF6.7% of the fund-3%
- CartersCRI4.4% of the fund-38%
- Kraft HeinzKHC4.1% of the fund-27%
- ExxonMobil HoldingsXOM3.0% of the fund-6%
- PolarisPII2.5% of the fund-44%
- AMC Global MediaAMCX1.0% of the fund-8%
- Helen of TroyHELE1.0% of the fund-60%
- H&R BlockHRB0.8% of the fund-18%
- Winnebago IndustriesWGO0.3% of the fund-22%
- Invesco Exch Traded FD TR IITBLL<0.1% of the fund-2%
- AccentureACN<0.1% of the fund-5%
- Ishares TRIVV<0.1% of the fund-3%
Sold out
Sold their entire stake.
Holdings
- Alibaba Group HldgBABA
- Share
- 15.7%
- Value
- $213m
- Shares
- 2,217,364
+3%
- Ishares TRSGOV
- Share
- 6.3%
- Value
- $85m
- Shares
- 845,240
+17%
- Tencent Music Entmt GroupTME
- Share
- 0.7%
- Value
- $9m
- Shares
- 1,054,403
New
- Invesco Exch Traded FD TR IITBLL
- Share
- <0.1%
- Value
- $1m
- Shares
- 11,684
-2%
- Berkshire Hathaway INC DELBRK-A
- Share
- <0.1%
- Value
- $748,850
- Shares
- 1
New
- Ishares TRIVV
- Share
- <0.1%
- Value
- $285,327
- Shares
- 381
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Daily JournalDJCO | 15.7% | $213m | 354,295 | Held |
| Alibaba Group HldgBABA | 15.7% | $213m | 2,217,364 | +3% |
| Wells Fargo & CompanyWFC | 10.3% | $139m | 1,680,197 | -2% |
| Berkshire HathawayBRK-B | 9.5% | $128m | 255,944 | +5% |
| WhirlpoolWHR | 9.1% | $124m | 3,140,419 | +30% |
| Fox Factory HoldingFOXF | 6.7% | $91m | 5,381,694 | -3% |
| Ishares TRSGOV | 6.3% | $85m | 845,240 | +17% |
| CartersCRI | 4.4% | $59m | 1,444,045 | -38% |
| Kraft HeinzKHC | 4.1% | $55m | 2,349,610 | -27% |
| ExxonMobil HoldingsXOM | 3.0% | $41m | 301,524 | -6% |
| PolarisPII | 2.5% | $34m | 499,211 | -44% |
| MicrosoftMSFT | 2.5% | $34m | 90,349 | Held |
| lululemon athleticaLULU | 2.0% | $27m | 235,581 | +221% |
| AdobeADBE | 1.6% | $21m | 104,151 | +106% |
| CrocsCROX | 1.4% | $19m | 160,316 | New |
| AMC Global MediaAMCX | 1.0% | $14m | 1,401,949 | -8% |
| Helen of TroyHELE | 1.0% | $14m | 474,611 | -60% |
| H&R BlockHRB | 0.8% | $11m | 296,272 | -18% |
| Tencent Music Entmt GroupTME | 0.7% | $9m | 1,054,403 | New |
| Winnebago IndustriesWGO | 0.3% | $4m | 129,757 | -22% |
| Costco WholesaleCOST | 0.3% | $4m | 4,319 | +2% |
| AppleAAPL | 0.2% | $2m | 7,841 | +8% |
| International Business MachinesIBM | 0.1% | $2m | 6,378 | Held |
| Republic ServicesRSG | <0.1% | $1m | 6,006 | Held |
| Invesco Exch Traded FD TR IITBLL | <0.1% | $1m | 11,684 | -2% |
| NvidiaNVDA | <0.1% | $1m | 5,919 | +3% |
| Gilead SciencesGILD | <0.1% | $905,731 | 7,169 | Held |
| Berkshire Hathaway INC DELBRK-A | <0.1% | $748,850 | 1 | New |
| AccentureACN | <0.1% | $492,782 | 3,960 | -5% |
| ChevronCVX | <0.1% | $452,193 | 2,728 | +4% |
| StarbucksSBUX | <0.1% | $416,833 | 4,079 | Held |
| AlphabetGOOG | <0.1% | $287,964 | 815 | New |
| Ishares TRIVV | <0.1% | $285,327 | 381 | -3% |
| StrykerSYK | <0.1% | $252,722 | 803 | New |
| US Foods HoldingUSFD | <0.1% | $218,508 | 2,137 | New |
| AlphabetGOOGL | <0.1% | $216,209 | 605 | New |
| OracleORCL | <0.1% | $213,963 | 1,460 | Held |
| TJX CompaniesTJX | <0.1% | $207,706 | 1,371 | Held |
| Xponential FitnessXPOF | <0.1% | $207,600 | 30,000 | Held |
| Amazon.comAMZN | <0.1% | $202,827 | 851 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.8% since 30 June 2025.
Where the money is
Retail & consumer27.4%
Financial services19.7%
Media & telecom16.8%
Technology5.5%
Everyday goods4.4%
Energy3.1%
Industrials0.1%
Health care0.1%
Other22.8%
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.