Pacifica Capital Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Pacifica Capital Investments, LLC reported 15 stock positions worth $293.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 30.8% of the portfolio, followed by Five Below (FIVE, 16.7%) and Build-A-Bear Workshop (BBW, 12.8%). Compared with Q4 2025, it added to 2 and reduced 9. The biggest buy was Floor & Decor Class A (FND, shares +3471%) and the biggest sale Five Below (FIVE, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- LEANDER, TX
- CIK
- 0001486713
- Portfolio Value
- $293.8M (Q1 2026)
- SEC Filing
- 0001104659-26-060026 ↗ filed May 13, 2026
Holdings Value
Holdings 15 stocks · $293.8M
| BRK.B Berkshire Hathaway Inc. Class B | 30.79% | 188,739 | $90.4M | Reduce -2.3% |
| FIVE Five Below | 16.75% | 215,320 | $49.2M | Reduce -63.9% |
| BBW Build-A-Bear Workshop Inc. | 12.83% | 1,006,159 | $37.7M | Reduce -0.8% |
| ASO Academy Sports & Outdoors Inc. | 8.38% | 436,039 | $24.6M | Reduce -3.4% |
| SBUX Starbucks Corp. | 7.51% | 246,247 | $22.1M | Reduce -0.4% |
| NKE Nike Inc. Class B | 5.89% | 327,315 | $17.3M | Add +122.5% |
| RTO Rentokil Initial PLC-SP ADR | 4.99% | 465,233 | $14.6M | Reduce -2.1% |
| FND Floor & Decor Holdings Inc. Class A | 3.88% | 224,226 | $11.4M | Add +3471.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.18% | 13 | $9.3M | No change |
| GS Goldman Sachs Group Inc. | 2.35% | 8,163 | $6.9M | Reduce -5.1% |
| AXP American Express Co. | 1.85% | 17,993 | $5.4M | No change |
| KRUS Kura Sushi USA Inc. Class A | 1.03% | 43,350 | $3.0M | Reduce -1.3% |
| CNA Cna Financial Corp. | 0.38% | 24,119 | $1.1M | Reduce -4.7% |
| WFC Wells Fargo & Co. | 0.20% | 7,335 | $584K | No change |
| ACCO Acco Brands Corp. | 0.01% | 10,000 | $30K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| FIVE Five Below | Reduce -63.9% | 16.75% | −13.89 |
| BBW Build-A-Bear Workshop Inc. | Reduce -0.8% | 12.83% | −4.10 |
| CNA Cna Financial Corp. | Reduce -4.7% | 0.38% | +0.05 |
| GS Goldman Sachs Group Inc. | Reduce -5.1% | 2.35% | +0.29 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -1.3% | 1.03% | +0.40 |
| RTO Rentokil Initial PLC-SP ADR | Reduce -2.1% | 4.99% | +1.17 |
| SBUX Starbucks Corp. | Reduce -0.4% | 7.51% | +1.84 |
| ASO Academy Sports & Outdoors Inc. | Reduce -3.4% | 8.38% | +2.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 30.79% | +4.34 |
Portfolio Buys Q4 2025 → Q1 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 |