Pacifica Capital Investments, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Pacifica Capital Investments, LLC reported 15 stock positions worth $292.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 32.2% of the portfolio, followed by Five Below (FIVE, 12.6%) and Build-A-Bear Workshop (BBW, 11.6%). Compared with Q1 2026, it added to 4 and reduced 4. The biggest buy was Floor & Decor Class A (FND, shares +40%) and the biggest sale Five Below (FIVE, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- LEANDER, TX
- CIK
- 0001486713
- Portfolio Value
- $292.9M (Q2 2026)
- SEC Filing
- 0001104659-26-094670 ↗ filed Aug 12, 2026
Holdings Value
Holdings 15 stocks · $292.9M
| BRK.B Berkshire Hathaway Inc. Class B | 32.20% | 188,467 | $94.3M | Reduce -0.1% |
| FIVE Five Below | 12.62% | 205,622 | $37.0M | Reduce -4.5% |
| BBW Build-A-Bear Workshop Inc. | 11.61% | 1,111,213 | $34.0M | Add +10.4% |
| SBUX Starbucks Corp. | 8.59% | 246,247 | $25.2M | No change |
| NKE Nike Inc. Class B | 7.09% | 505,786 | $20.8M | Add +54.5% |
| ASO Academy Sports & Outdoors Inc. | 7.01% | 435,456 | $20.5M | Reduce -0.1% |
| FND Floor & Decor Holdings Inc. Class A | 6.35% | 313,372 | $18.6M | Add +39.8% |
| RTO Rentokil Initial PLC-SP ADR | 4.54% | 464,803 | $13.3M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.32% | 13 | $9.7M | No change |
| GS Goldman Sachs Group Inc. | 2.82% | 8,163 | $8.3M | No change |
| AXP American Express Co. | 2.08% | 17,993 | $6.1M | No change |
| KRUS Kura Sushi USA Inc. Class A | 1.15% | 58,596 | $3.4M | Add +35.2% |
| CNA Cna Financial Corp. | 0.40% | 24,119 | $1.2M | No change |
| WFC Wells Fargo & Co. | 0.21% | 7,335 | $606K | No change |
| ACCO Acco Brands Corp. | 0.01% | 10,000 | $42K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $292.9M | BRK.B, FIVE, BBW, SBUX, NKE |
| Q1 2026 | 15 | $293.8M | BRK.B, FIVE, BBW, ASO, SBUX |
| Q4 2025 | 15 | $367.1M | FIVE, BRK.B, BBW, ASO, SBUX |
| Q3 2025 | 14 | $368.1M | FIVE, BRK.B, BBW, ASO, SBUX |
| Q2 2025 | 16 | $340.0M | FIVE, BRK.B, BBW, SBUX, ASO |
| Q1 2025 | 14 | $281.6M | BRK.B, FIVE, BBW, SBUX, ASO |
| Q4 2024 | 14 | $310.6M | BRK.B, FIVE, BBW, SBUX, ASO |
| Q3 2024 | 16 | $291.5M | BRK.B, FIVE, BBW, SBUX, ASO |
| Q2 2024 | 18 | $278.5M | BRK.B, FIVE, SBUX, BBW, GOOG |
| Q1 2024 | 19 | $324.4M | BRK.B, FIVE, SBUX, BBW, GOOG |