RWWM, Inc.
- SEC CIK
- 0001507683
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 17
- +1 vs. Q3 2023
- Portfolio value
- $862.1M
- +$116.2M (+15.6%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 3,185,411 | $246.9M | 28.6% | +857,093+36.8% | Added | History |
| WFCWells Fargo & Company | Stock | 2,439,077 | $120.0M | 13.9% | +93,131+4.0% | Added | History |
| DJCODaily Journal Corp | COM | 323,987 | $110.4M | 12.8% | +950.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 1,069,327 | $106.9M | 12.4% | −11,673−1.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 277,147 | $98.8M | 11.5% | −3,542−1.3% | Reduced | History |
| KHCKraft Heinz Co | Stock | 2,579,984 | $95.4M | 11.1% | +470,526+22.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 101,468 | $38.2M | 4.4% | −412−0.4% | Reduced | History |
| WNCWabash National Corp | COM | 383,458 | $9.82M | 1.1% | −53,553−12.3% | Reduced | History |
| AMCXAMC Global Media Inc. | CL A | 515,432 | $9.68M | 1.1% | +339,912+193.7% | Added | History |
| PIIPolaris Inc. | Stock | 90,339 | $8.56M | 1.0% | +90,339 | New | History |
| FOXFFox Factory Holding Corp | COM | 118,134 | $7.97M | 0.9% | +118,134 | New | History |
| IBMInternational Business Machines Corp | Stock | 23,346 | $3.82M | 0.4% | −1,372−5.6% | Reduced | History |
| AAPLApple Inc. | Stock | 10,631 | $2.05M | 0.2% | −186−1.7% | Reduced | History |
| RSGRepublic Services, Inc. | COM | 10,939 | $1.80M | 0.2% | −124−1.1% | Reduced | History |
| FAFFirst American Financial Corp | Stock | 15,417 | $993.5K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 3,817 | $569.3K | 0.1% | −170−4.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 1,049 | $311.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.