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Livermore
Livermore
ZHEN

RWWM, Inc.

SEC CIK
0001507683
Latest filing
Aug 14, 2026

The latest 13F from RWWM, Inc. covers Q2 2026 (filed Aug 14, 2026): 40 long positions worth $1.35B. The top 10 holdings make up 84.9% of the portfolio, and the largest is Daily Journal Corp (DJCO) at 15.7%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$30.2M
Added
12
Est. +$82.2M
Reduced
18
Est. −$121.5M
Sold out
2
Est. −$2.23M

Top 5 holdings

Share of this quarter's portfolio value

  1. DJCODaily Journal Corp
    15.7%$213.0MHistory
  2. BABAAlibaba Group Holding Ltd
    15.7%$212.8MHistory
  3. WFCWells Fargo & Company
    10.3%$138.9MHistory
  4. BRK.BBerkshire Hathaway Inc
    9.5%$128.1MHistory
  5. WHRWhirlpool Corp
    9.1%$123.8MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. WHRWhirlpool Corp
    +$28.3MAddedHistory
  2. CROXCrocs, Inc.
    +$19.3MNewHistory
  3. LULUlululemon athletica inc.
    +$18.5MAddedHistory
  4. iShares Tr46436E718
    +$12.5MAdded
  5. ADBEAdobe Inc.
    +$11.0MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. CROXCrocs, Inc.
    +1.43 pp0.0% → 1.4%History
  2. LULUlululemon athletica inc.
    +1.17 pp0.8% → 2.0%History
  3. iShares Tr46436E718
    +0.99 pp5.3% → 6.3%
  4. BRK.BBerkshire Hathaway Inc
    +0.94 pp8.5% → 9.5%History
  5. ADBEAdobe Inc.
    +0.68 pp0.9% → 1.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CRICarters Inc
    −$37.0MReducedHistory
  2. PIIPolaris Inc.
    −$26.6MReducedHistory
  3. HELEHelen of Troy Ltd
    −$20.3MReducedHistory
  4. KHCKraft Heinz Co
    −$20.2MReducedHistory
  5. DJCODaily Journal Corp
    −$3.77MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CRICarters Inc
    −1.72 pp6.1% → 4.4%History
  2. KHCKraft Heinz Co
    −1.16 pp5.3% → 4.1%History
  3. PIIPolaris Inc.
    −1.01 pp3.5% → 2.5%History
  4. XOMExxonMobil Holdings Corp
    −0.94 pp4.0% → 3.0%History
  5. HELEHelen of Troy Ltd
    −0.22 pp1.2% → 1.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.35B
−$16.5M (−1.2%) vs. prior quarter
Positions
40
+6 vs. prior quarter
Top 10 concentration
84.9%
Top 10 as share of value
Turnover
8.3%
Q2 2026, one quarter
Average holding period
16.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.46B (Q4 2025)

Q1 2021: $649.5MQ2 2021: $780.7MQ3 2021: $776.1MQ4 2021: $812.2MQ1 2022: $893.3MQ2 2022: $750.7MQ3 2022: $698.9MQ4 2022: $761.4MQ1 2023: $772.3MQ2 2023: $777.1MQ3 2023: $745.9MQ4 2023: $862.1MQ1 2024: $926.8MQ2 2024: $920.9MQ3 2024: $1.08BQ4 2024: $1.09BQ1 2025: $1.24BQ2 2025: $1.21BQ3 2025: $1.40BQ4 2025: $1.46BQ1 2026: $1.37BQ2 2026: $1.35B
Q1 2021Q2 2026
13F filings of RWWM, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202640$1.35BDJCOBABAWFCvs. Q1 2026SEC
Q1 2026May 4, 202634$1.37BBABADJCOWFCvs. Q4 2025SEC
Q4 2025Feb 13, 202634$1.46BBABADJCOWFCvs. Q3 2025SEC
Q3 2025Nov 4, 202533$1.40BBABACRIDJCOvs. Q2 2025SEC
Q2 2025Aug 4, 202522$1.21BBABAWFCDJCOvs. Q1 2025SEC
Q1 2025Apr 17, 202519$1.24BBABABRK.BWFCvs. Q4 2024SEC
Q4 2024Feb 13, 202521$1.09BBABADJCOWFCvs. Q3 2024SEC
Q3 2024Nov 13, 202421$1.08BBABADJCOWFCvs. Q2 2024SEC
Q2 2024Aug 14, 202420$920.9MBABAWFCDJCOvs. Q1 2024SEC
Q1 2024May 14, 202418$926.8MBABAWFCXOMvs. Q4 2023SEC
Q4 2023Feb 13, 202417$862.1MBABAWFCDJCOvs. Q3 2023SEC
Q3 2023Nov 14, 202316$745.9MBABAXOMBRK.Bvs. Q2 2023SEC
Q2 2023Aug 14, 202316$777.1MBABAXOMWFCvs. Q1 2023SEC
Q1 2023May 15, 202314$772.3MBABAXOMBRK.Bvs. Q4 2022SEC
Q4 2022Feb 13, 202314$761.4MBABAXOMWFCvs. Q3 2022SEC
Q3 2022Nov 14, 202214$698.9MBABAXOMWFCvs. Q2 2022SEC
Q2 2022Aug 15, 202214$750.7MBABAXOMKHCvs. Q1 2022SEC
Q1 2022May 10, 202214$893.3MBABAXOMWFCvs. Q4 2021SEC
Q4 2021Feb 11, 202213$812.2MXOMWFCBABAvs. Q3 2021SEC
Q3 2021Nov 12, 202113$776.1MXOMWFCKHCvs. Q2 2021SEC
Q2 2021Aug 13, 202113$780.7MXOMWFCKHCvs. Q1 2021SEC
Q1 2021May 14, 202113$649.5MXOMKHCWFC–SEC

13D and 13G filings

Companies where RWWM, Inc. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where RWWM, Inc. owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
DJCODaily Journal Corp13G/A26.50%365.3K shares+2.19 ppfrom 24.31%Feb 11, 20217 filingsFeb 17, 2026SEC
FOXFFox Factory Holding Corp13G/A12.64%5.29M shares+2.01 ppfrom 10.63%Apr 25, 20256 filingsFeb 2, 2026SEC

Latest filings

25 filings on file made by RWWM, Inc. or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by RWWM, Inc.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
HELEHelen of Troy LtdAug 14, 20264:50 PM ET13G/A2.00%474.6K shares−3.10 ppfrom 5.10%Below 5%Jun 30, 2026SEC
CRICarters IncAug 14, 20264:49 PM ET13G/A3.90%1.44M shares−3.20 ppfrom 7.10%Below 5%Jun 30, 2026SEC
HELEHelen of Troy LtdMay 15, 20264:41 PM ET13G5.10%1.17M sharesNewMar 31, 2026SEC
CRICarters IncMar 6, 20264:20 PM ET13G/A7.10%2.58M shares−5.29 ppfrom 12.39%Feb 28, 2026SEC
DJCODaily Journal CorpFeb 17, 20266:57 PM ET13G/A26.50%365.3K shares+2.19 ppfrom 24.31%Dec 31, 2025SEC
CRICarters IncFeb 3, 20265:01 PM ET13G/A12.39%4.52M shares−4.47 ppfrom 16.86%Dec 31, 2025SEC
AMCXAMC Global Media Inc.Feb 2, 20264:01 PM ET13G/A4.76%1.53M shares−0.60 ppfrom 5.36%Below 5%Dec 31, 2025SEC
FOXFFox Factory Holding CorpFeb 2, 20264:01 PM ET13G/A12.64%5.29M shares+2.01 ppfrom 10.63%Dec 31, 2025SEC
FOXFFox Factory Holding CorpDec 4, 20254:01 PM ET13G/A10.63%4.44M shares+4.48 ppfrom 6.15%Nov 30, 2025SEC
FOXFFox Factory Holding CorpNov 10, 20254:01 PM ET13G/A6.15%2.57M shares−1.66 ppfrom 7.81%Sep 30, 2025SEC
AMCXAMC Global Media Inc.Nov 10, 20254:01 PM ET13G/A5.36%1.71M shares−4.64 ppfrom 10.00%Sep 30, 2025SEC
CRICarters IncSep 4, 20254:01 PM ET13G/A16.86%6.14M shares+5.68 ppfrom 11.18%Aug 31, 2025SEC
FOXFFox Factory Holding CorpJul 31, 20253:21 PM ET13G/A7.81%3.26M shares−2.85 ppfrom 10.66%Jun 30, 2025SEC
DJCODaily Journal CorpJul 31, 20252:55 PM ET13G/A24.31%334.9K shares+1.31 ppfrom 23.00%Jun 30, 2025SEC
CRICarters IncJul 3, 20256:21 PM ET13G/A11.18%4.08M shares+5.10 ppfrom 6.08%Jun 30, 2025SEC
FOXFFox Factory Holding CorpMay 6, 20251:57 PM ET13G/A10.66%4.44M shares+2.08 ppfrom 8.58%Apr 30, 2025SEC
AMCXAMC Global Media Inc.May 6, 20251:44 PM ET13G/A10.00%3.27M shares+1.69 ppfrom 8.31%Apr 30, 2025SEC
FOXFFox Factory Holding CorpApr 25, 202511:57 AM ET13G8.58%3.58M sharesNewMar 31, 2025SEC
CRICarters IncApr 25, 202511:56 AM ET13G6.08%2.19M sharesNewMar 31, 2025SEC
AMCXAMC Global Media Inc.Apr 25, 202511:53 AM ET13G8.31%2.71M sharesNewMar 31, 2025SEC