Pacifica Capital Investments, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Pacifica Capital Investments, LLC reported 16 stock positions worth $340.0 million. Its top holding was Five Below (FIVE) at 28.3% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 27.7%) and Build-A-Bear Workshop (BBW, 16.0%). Compared with Q1 2025, it opened 2 new positions, added to 4 and reduced 5. The biggest buy was Five Below (FIVE, shares +9%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LEANDER, TX
- CIK
- 0001486713
- Portfolio Value
- $340.0M (Q2 2025)
- SEC Filing
- 0001104659-25-077271 ↗ filed Aug 13, 2025
Holdings Value
Holdings 16 stocks · $340.0M
| FIVE Five Below | 28.27% | 732,939 | $96.1M | Add +9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 27.71% | 193,965 | $94.2M | Reduce -3.9% |
| BBW Build-A-Bear Workshop Inc. | 16.02% | 1,056,521 | $54.5M | Reduce -7.7% |
| SBUX Starbucks Corp. | 6.66% | 247,309 | $22.7M | Reduce -1.7% |
| ASO Academy Sports & Outdoors Inc. | 5.97% | 452,970 | $20.3M | Add +3.3% |
| RTO Rentokil Initial PLC-SP ADR | 3.36% | 476,258 | $11.4M | Add +4.5% |
| NKE Nike Inc. Class B | 3.05% | 145,971 | $10.4M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 2.79% | 13 | $9.5M | No change |
| GS Goldman Sachs Group Inc. | 1.86% | 8,943 | $6.3M | No change |
| AXP American Express Co. | 1.69% | 18,020 | $5.7M | No change |
| KRUS Kura Sushi USA Inc. Class A | 1.03% | 40,702 | $3.5M | New |
| GOOG Alphabet Inc. Class C | 0.87% | 16,721 | $3.0M | Reduce -12.6% |
| CNA Cna Financial Corp. | 0.35% | 25,319 | $1.2M | Add +7.1% |
| AAPL Apple Inc. | 0.18% | 3,030 | $622K | Reduce -45.3% |
| WFC Wells Fargo & Co. | 0.17% | 7,335 | $588K | No change |
| ACCO Acco Brands Corp. | 0.01% | 10,000 | $36K | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |