RWWM, Inc.
- SEC CIK
- 0001507683
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 4, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 22
- +3 vs. Q1 2025
- Portfolio value
- $1.21B
- −$31.3M (−2.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABAAlibaba Group Holding Ltd | ADR | 2,557,852 | $290.1M | 24.0% | −34,006−1.3% | Reduced | History |
| WFCWells Fargo & Company | Stock | 1,807,127 | $144.8M | 12.0% | −28,666−1.6% | Reduced | History |
| DJCODaily Journal Corp | COM | 334,902 | $141.4M | 11.7% | +9,483+2.9% | Added | History |
| CRICarters Inc | COM | 4,075,791 | $122.8M | 10.1% | +1,885,309+86.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 243,983 | $118.5M | 9.8% | −3,764−1.5% | Reduced | History |
| PIIPolaris Inc. | Stock | 2,401,477 | $97.6M | 8.1% | +6,428+0.3% | Added | History |
| FOXFFox Factory Holding Corp | COM | 3,259,077 | $84.5M | 7.0% | −317,483−8.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 474,591 | $51.1M | 4.2% | −369,833−43.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 93,147 | $46.3M | 3.8% | −848−0.9% | Reduced | History |
| KHCKraft Heinz Co | Stock | 1,296,591 | $33.5M | 2.8% | −32,880−2.5% | Reduced | History |
| WHRWhirlpool Corp | Stock | 329,867 | $33.4M | 2.8% | +19,071+6.1% | Added | History |
| AMCXAMC Global Media Inc. | CL A | 3,330,026 | $20.9M | 1.7% | +617,105+22.7% | Added | History |
| WGOWinnebago Industries Inc | COM | 289,644 | $8.40M | 0.7% | +289,644 | New | History |
| HELEHelen of Troy Ltd | Stock | 192,861 | $5.47M | 0.5% | +192,861 | New | History |
| WNCWabash National Corp | COM | 314,287 | $3.34M | 0.3% | −50,204−13.8% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 10,321 | $3.04M | 0.3% | −234−2.2% | Reduced | History |
| AAPLApple Inc. | Stock | 7,983 | $1.64M | 0.1% | −2,369−22.9% | Reduced | History |
| RSGRepublic Services, Inc. | COM | 6,169 | $1.52M | 0.1% | −164−2.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 6,724 | $1.06M | 0.1% | +25+0.4% | Added | History |
| FAFFirst American Financial Corp | Stock | 15,417 | $946.5K | 0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 1,191 | $317.8K | <0.1% | +1,191 | New | History |
| ORCLOracle Corp | Stock | 1,320 | $288.6K | <0.1% | +1,320 | New | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.