Pacifica Capital Investments, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Pacifica Capital Investments, LLC reported 14 stock positions worth $368.1 million. Its top holding was Five Below (FIVE) at 30.3% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 26.5%) and Build-A-Bear Workshop (BBW, 18.0%). Compared with Q2 2025, it sold out of 2, added to 1 and reduced 6. The biggest buy was Nike Class B (NKE, shares +0%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LEANDER, TX
- CIK
- 0001486713
- Portfolio Value
- $368.1M (Q3 2025)
- SEC Filing
- 0001104659-25-109903 ↗ filed Nov 12, 2025
Holdings Value
Holdings 14 stocks · $368.1M
| FIVE Five Below | 30.31% | 721,171 | $111.6M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 26.47% | 193,840 | $97.5M | Reduce -0.1% |
| BBW Build-A-Bear Workshop Inc. | 17.98% | 1,014,664 | $66.2M | Reduce -4.0% |
| ASO Academy Sports & Outdoors Inc. | 6.15% | 452,583 | $22.6M | Reduce -0.1% |
| SBUX Starbucks Corp. | 5.68% | 247,309 | $20.9M | No change |
| RTO Rentokil Initial PLC-SP ADR | 3.26% | 475,724 | $12.0M | Reduce -0.1% |
| NKE Nike Inc. Class B | 2.77% | 145,987 | $10.2M | Add +0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.66% | 13 | $9.8M | No change |
| GS Goldman Sachs Group Inc. | 1.93% | 8,943 | $7.1M | No change |
| AXP American Express Co. | 1.63% | 18,020 | $6.0M | No change |
| KRUS Kura Sushi USA Inc. Class A | 0.66% | 40,672 | $2.4M | Reduce -0.1% |
| CNA Cna Financial Corp. | 0.32% | 25,319 | $1.2M | No change |
| WFC Wells Fargo & Co. | 0.17% | 7,335 | $615K | No change |
| ACCO Acco Brands Corp. | 0.01% | 10,000 | $40K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 26.47% | −1.23 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.87 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -0.1% | 0.66% | −0.37 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.18 |
| RTO Rentokil Initial PLC-SP ADR | Reduce -0.1% | 3.26% | −0.10 |
| ASO Academy Sports & Outdoors Inc. | Reduce -0.1% | 6.15% | +0.18 |
| BBW Build-A-Bear Workshop Inc. | Reduce -4.0% | 17.98% | +1.96 |
| FIVE Five Below | Reduce -1.6% | 30.31% | +2.03 |
Portfolio Buys Q2 2025 → Q3 2025
| NKE Nike Inc. Class B | Add +0.0% | 2.77% | −0.28 |
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 |