Pacifica Capital Investments, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Pacifica Capital Investments, LLC reported 14 stock positions worth $281.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 38.2% of the portfolio, followed by Five Below (FIVE, 17.9%) and Build-A-Bear Workshop (BBW, 15.1%). Compared with Q4 2024, it added to 3 and reduced 5. The biggest buy was Rentokil Initial PLC-SP ADR (RTO, shares +136%) and the biggest sale Starbucks (SBUX, shares −39%).

Most Recent 13F
Q2 2026
Location
LEANDER, TX
CIK
0001486713
Portfolio Value
$281.6M (Q1 2025)
SEC Filing
0001104659-25-049165 ↗ filed May 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $324.4M Q1 2024 Q2 2024: $278.5M Q2 2024 Q3 2024: $291.5M Q3 2024 Q4 2024: $310.6M Q4 2024 Q1 2025: $281.6M $281.6M Q1 2025 Q2 2025: $340.0M Q2 2025 Q3 2025: $368.1M Q3 2025 Q4 2025: $367.1M Q4 2025 Q1 2026: $293.8M Q1 2026 Q2 2026: $292.9M Q2 2026

Holdings 14 stocks · $281.6M
BRK.B Berkshire Hathaway Inc. Class B 38.17% 201,826 $107.5M Reduce -1.5%
FIVE Five Below 17.88% 672,240 $50.4M Add +2.1%
BBW Build-A-Bear Workshop Inc. 15.11% 1,144,920 $42.6M Reduce -1.8%
SBUX Starbucks Corp. 8.76% 251,484 $24.7M Reduce -39.2%
ASO Academy Sports & Outdoors Inc. 7.10% 438,584 $20.0M Add +9.5%
RTO Rentokil Initial PLC-SP ADR 3.71% 455,789 $10.4M Add +135.8%
BRK.A Berkshire Hathaway Inc. Class A 3.69% 13 $10.4M No change
GS Goldman Sachs Group Inc. 1.73% 8,943 $4.9M Reduce -1.9%
AXP American Express Co. 1.72% 18,020 $4.8M No change
GOOG Alphabet Inc. Class C 1.06% 19,136 $3.0M Reduce -45.7%
AAPL Apple Inc. 0.44% 5,540 $1.2M No change
CNA Cna Financial Corp. 0.43% 23,644 $1.2M No change
WFC Wells Fargo & Co. 0.19% 7,335 $527K No change
ACCO Acco Brands Corp. 0.01% 10,000 $42K No change

Portfolio Sells Q4 2024 → Q1 2025
SBUX Starbucks Corp. Reduce -39.2% 8.76% −3.39
BBW Build-A-Bear Workshop Inc. Reduce -1.8% 15.11% −2.18
GOOG Alphabet Inc. Class C Reduce -45.7% 1.06% −1.10
GS Goldman Sachs Group Inc. Reduce -1.9% 1.73% +0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.5% 38.17% +8.26

Portfolio Buys Q4 2024 → Q1 2025
RTO Rentokil Initial PLC-SP ADR Add +135.8% 3.71% +2.13
ASO Academy Sports & Outdoors Inc. Add +9.5% 7.10% −0.32
FIVE Five Below Add +2.1% 17.88% −4.37

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$292.9MBRK.B, FIVE, BBW, SBUX, NKE
Q1 2026 15$293.8MBRK.B, FIVE, BBW, ASO, SBUX
Q4 2025 15$367.1MFIVE, BRK.B, BBW, ASO, SBUX
Q3 2025 14$368.1MFIVE, BRK.B, BBW, ASO, SBUX
Q2 2025 16$340.0MFIVE, BRK.B, BBW, SBUX, ASO
Q1 2025 14$281.6MBRK.B, FIVE, BBW, SBUX, ASO
Q4 2024 14$310.6MBRK.B, FIVE, BBW, SBUX, ASO
Q3 2024 16$291.5MBRK.B, FIVE, BBW, SBUX, ASO
Q2 2024 18$278.5MBRK.B, FIVE, SBUX, BBW, GOOG
Q1 2024 19$324.4MBRK.B, FIVE, SBUX, BBW, GOOG