RWWM, Inc. reported 37 positions worth $1.27B for the quarter ended Jun 30, 2026, down 2.2% on the prior quarter. It opened 8 new positions, added to 11, trimmed 16 and exited 2. Its largest holding is Daily Journal Corp at 16.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WHR Whirlpool Corp | +717.8K | +29.6% | $28.30M | 9.77% |
| CROX Crocs, Inc. | +160.3K | – | $19.34M | 1.53% |
| LULU lululemon athletica inc. | +162.2K | +221.0% | $18.52M | 2.12% |
| ADBE Adobe Inc. | +53.6K | +106.2% | $11.00M | 1.69% |
| TME Tencent Music Entertainment Group | +1.05M | – | $8.91M | 0.704% |
| BRK-B Berkshire Hathaway Inc | +12.4K | +5.1% | $6.18M | 10.11% |
| BABA Alibaba Group Holding Ltd | +55.6K | +2.6% | $5.34M | 16.8% |
| BRK-A Berkshire Hathaway Inc | +1 | – | $748.85K | 0.059% |
| GOOG Alphabet Inc. | +815 | – | $287.96K | 0.023% |
| SYK Stryker Corp | +803 | – | $252.72K | 0.02% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRI Carters Inc | -898.3K | -38.4% | $36.97M | 4.69% |
| PII Polaris Inc. | -388.8K | -43.8% | $26.61M | 2.7% |
| HELE Helen Of Troy Ltd | -699.2K | -59.6% | $20.33M | 1.09% |
| KHC Kraft Heinz Co | -855.0K | -26.7% | $20.19M | 4.38% |
| DJCO Daily Journal Corp | -6,265 | -1.7% | $3.77M | 16.81% |
| WFC Wells Fargo & Company | -41.1K | -2.4% | $3.40M | 10.96% |
| XOM ExxonMobil Holdings Corp | -20.0K | -6.2% | $2.73M | 3.25% |
| FOXF Fox Factory Holding Corp | -151.4K | -2.7% | $2.57M | 7.2% |
| HRB H&R Block Inc | -64.1K | -17.8% | $2.44M | 0.891% |
| FAF First American Financial Corp | -29.1K | -100.0% | $1.75M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CROX Crocs, Inc. | +160.3K | $19.34M | 1.53% |
| TME Tencent Music Entertainment Group | +1.05M | $8.91M | 0.704% |
| BRK-A Berkshire Hathaway Inc | +1 | $748.85K | 0.059% |
| GOOG Alphabet Inc. | +815 | $287.96K | 0.023% |
| SYK Stryker Corp | +803 | $252.72K | 0.02% |
| USFD US Foods Holding Corp. | +2,137 | $218.51K | 0.017% |
| GOOGL Alphabet Inc. | +605 | $216.21K | 0.017% |
| AMZN Amazon Com Inc | +851 | $202.83K | 0.016% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DJCO Daily Journal Corp | Communication Services | 354.3K | $213.00M | 16.81% | -6,265 | -1.7% | Reduced | 25.72% |
| 2 | BABA Alibaba Group Holding Ltd | Technology | 2.22M | $212.82M | 16.8% | +55.6K | +2.6% | Added | 0.1% |
| 3 | WFC Wells Fargo & Company | Financial Services | 1.68M | $138.85M | 10.96% | -41.1K | -2.4% | Reduced | 0.06% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 255.9K | $128.07M | 10.11% | +12.4K | +5.1% | Added | 0.02% |
| 5 | WHR Whirlpool Corp | Consumer Discretionary | 3.14M | $123.80M | 9.77% | +717.8K | +29.6% | Added | 4.83% |
| 6 | FOXF Fox Factory Holding Corp | Industrials | 5.38M | $91.19M | 7.2% | -151.4K | -2.7% | Reduced | 12.83% |
| 7 | CRI Carters Inc | Consumer Discretionary | 1.44M | $59.44M | 4.69% | -898.3K | -38.4% | Reduced | 3.92% |
| 8 | KHC Kraft Heinz Co | Consumer Staples | 2.35M | $55.50M | 4.38% | -855.0K | -26.7% | Reduced | 0.2% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 301.5K | $41.22M | 3.25% | -20.0K | -6.2% | Reduced | 0.01% |
| 10 | PII Polaris Inc. | Consumer Discretionary | 499.2K | $34.17M | 2.7% | -388.8K | -43.8% | Reduced | 0.87% |
| 11 | MSFT Microsoft Corp | Technology | 90.3K | $33.70M | 2.66% | -309 | -0.3% | Reduced | 0% |
| 12 | LULU lululemon athletica inc. | Consumer Discretionary | 235.6K | $26.90M | 2.12% | +162.2K | +221.0% | Added | 0.2% |
| 13 | ADBE Adobe Inc. | Technology | 104.2K | $21.35M | 1.69% | +53.6K | +106.2% | Added | 0.03% |
| 14 | CROX Crocs, Inc. | Consumer Discretionary | 160.3K | $19.34M | 1.53% | +160.3K | – | New | 0.33% |
| 15 | AMCX AMC Global Media Inc. | Communication Services | 1.40M | $13.99M | 1.1% | -121.0K | -7.9% | Reduced | 3.26% |
Tip. Select a row to see that position’s full history at Rwwm.
As of its Q2 2026 13F filing, RWWM, Inc.’s five largest positions were Daily Journal Corp (DJCO) at 16.8%, Alibaba Group Holding Ltd (BABA) at 16.8%, Wells Fargo & Company (WFC) at 11.0%, Berkshire Hathaway Inc (BRK-B) at 10.1%, Whirlpool Corp (WHR) at 9.8% of the reported portfolio.
RWWM, Inc. reported a 13F portfolio worth $1.27B across 37 positions for Q2 2026. That is down 2.2% from the previous quarter.
Its largest purchases by value were Whirlpool Corp ($28.30M), Crocs, Inc. ($19.34M), lululemon athletica inc. ($18.52M). It opened 8 new positions.
Its largest sales by value were Carters Inc ($36.97M), Polaris Inc. ($26.61M), Helen Of Troy Ltd ($20.33M). It exited 2 positions entirely.
From the Form 13F-HR reports RWWM, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.