Pacifica Capital Investments, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Pacifica Capital Investments, LLC reported 15 stock positions worth $367.1 million. Its top holding was Five Below (FIVE) at 30.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 26.5%) and Build-A-Bear Workshop (BBW, 16.9%). Compared with Q3 2025, it opened 1 new position, added to 2 and reduced 7. The biggest buy was a new position in Floor & Decor Class A (FND) and the biggest sale Build-A-Bear Workshop (BBW, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LEANDER, TX
- CIK
- 0001486713
- Portfolio Value
- $367.1M (Q4 2025)
- SEC Filing
- 0001104659-26-014101 ↗ filed Feb 12, 2026
Holdings Value
Holdings 15 stocks · $367.1M
| FIVE Five Below | 30.63% | 596,995 | $112.4M | Reduce -17.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 26.45% | 193,159 | $97.1M | Reduce -0.3% |
| BBW Build-A-Bear Workshop Inc. | 16.93% | 1,014,309 | $62.1M | Reduce -0.0% |
| ASO Academy Sports & Outdoors Inc. | 6.14% | 451,322 | $22.5M | Reduce -0.3% |
| SBUX Starbucks Corp. | 5.67% | 247,309 | $20.8M | No change |
| RTO Rentokil Initial PLC-SP ADR | 3.81% | 475,233 | $14.0M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.67% | 13 | $9.8M | No change |
| NKE Nike Inc. Class B | 2.55% | 147,098 | $9.4M | Add +0.8% |
| GS Goldman Sachs Group Inc. | 2.06% | 8,603 | $7.6M | Reduce -3.8% |
| AXP American Express Co. | 1.81% | 17,993 | $6.7M | Reduce -0.1% |
| KRUS Kura Sushi USA Inc. Class A | 0.63% | 43,900 | $2.3M | Add +7.9% |
| CNA Cna Financial Corp. | 0.33% | 25,319 | $1.2M | No change |
| WFC Wells Fargo & Co. | 0.19% | 7,335 | $684K | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.10% | 6,279 | $382K | New |
| ACCO Acco Brands Corp. | 0.01% | 10,000 | $37K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BBW Build-A-Bear Workshop Inc. | Reduce -0.0% | 16.93% | −1.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 26.45% | −0.02 |
| ASO Academy Sports & Outdoors Inc. | Reduce -0.3% | 6.14% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -3.8% | 2.06% | +0.13 |
| AXP American Express Co. | Reduce -0.1% | 1.81% | +0.19 |
| FIVE Five Below | Reduce -17.2% | 30.63% | +0.33 |
| RTO Rentokil Initial PLC-SP ADR | Reduce -0.1% | 3.81% | +0.55 |
Portfolio Buys Q3 2025 → Q4 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 |