Rwwm, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Rwwm, Inc. reported 40 stock positions worth $1.4 billion. Its top holding was Daily Journal (DJCO) at 15.7% of the portfolio, followed by Alibaba Group Holding-SP ADR (BABA, 15.7%) and Wells Fargo (WFC, 10.3%). Compared with Q1 2026, it opened 8 new positions, sold out of 2, added to 12 and reduced 18. The biggest buy was a new position in Crocs (CROX) and the biggest sale Carter's (CRI, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001507683-26-000020 ↗ filed Aug 14, 2026
Holdings Value
Holdings 40 stocks · $1.4B
| DJCO Daily Journal Corp. | 15.74% | 354,295 | $213.0M | Reduce -1.7% |
| BABA Alibaba Group Holding-SP ADR | 15.73% | 2,217,364 | $212.8M | Add +2.6% |
| WFC Wells Fargo & Co. | 10.26% | 1,680,197 | $138.9M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.46% | 255,944 | $128.1M | Add +5.1% |
| WHR Whirlpool Corp. | 9.15% | 3,140,419 | $123.8M | Add +29.6% |
| FOXF Fox Factory Holding Corp. | 6.74% | 5,381,694 | $91.2M | Reduce -2.7% |
| SGOV iShares 0-3 Month Treasury B | 6.29% | 845,240 | $85.1M | Add +17.3% |
| CRI Carter's Inc. | 4.39% | 1,444,045 | $59.4M | Reduce -38.4% |
| KHC The Kraft Heinz Co. | 4.10% | 2,349,610 | $55.5M | Reduce -26.7% |
| XOM Exxon Mobil Corp. | 3.05% | 301,524 | $41.2M | Reduce -6.2% |
| PII Polaris Inc. | 2.52% | 499,211 | $34.2M | Reduce -43.8% |
| MSFT Microsoft Corp. | 2.49% | 90,349 | $33.7M | Reduce -0.3% |
| LULU Lululemon Athletica Inc. | 1.99% | 235,581 | $26.9M | Add +221.0% |
| ADBE Adobe Inc. | 1.58% | 104,151 | $21.4M | Add +106.2% |
| CROX Crocs Inc. | 1.43% | 160,316 | $19.3M | New |
| AMCX AMC Global Media Inc. | 1.03% | 1,401,949 | $14.0M | Reduce -8.0% |
| HELE Helen of Troy Ltd. | 1.02% | 474,611 | $13.8M | Reduce -59.6% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.83% | 296,272 | $11.3M | Reduce -17.8% |
| TME Tencent Music Entertainm-ADR | 0.66% | 1,054,403 | $8.9M | New |
| WGO Winnebago Industries | 0.30% | 129,757 | $4.1M | Reduce -21.9% |
| COST Costco Wholesale Corp. | 0.30% | 4,319 | $4.0M | Add +2.2% |
| AAPL Apple Inc. | 0.17% | 7,841 | $2.3M | Add +7.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 6,378 | $1.8M | Reduce -0.1% |
| RSG Republic Services Inc. | 0.09% | 6,006 | $1.3M | Reduce -1.2% |
| TBLL Invesco Short Term Treasury | 0.09% | 11,684 | $1.2M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.09% | 5,919 | $1.2M | Add +3.1% |
| GILD Gilead Sciences Inc. | 0.07% | 7,169 | $906K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.06% | 1 | $749K | New |
| ACN Accenture PLC Class A | 0.04% | 3,960 | $493K | Reduce -4.7% |
| CVX Chevron Corp. | 0.03% | 2,728 | $452K | Add +4.0% |
| SBUX Starbucks Corp. | 0.03% | 4,079 | $417K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.02% | 815 | $288K | New |
| IVV iShares Core S&P 500 ETF | 0.02% | 381 | $285K | Reduce -2.8% |
| SYK Stryker Corp. | 0.02% | 803 | $253K | New |
| USFD US Foods Holding Corp. | 0.02% | 2,137 | $219K | New |
| GOOGL Alphabet Inc. Class A | 0.02% | 605 | $216K | New |
| ORCL Oracle Corp. | 0.02% | 1,460 | $214K | Reduce -1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,371 | $208K | Add +0.3% |
| XPOF Xponential Fitness Inc. Class A | 0.02% | 30,000 | $208K | No change |
| AMZN Amazon.com Inc. | 0.01% | 851 | $203K | New |
Portfolio Sells Q1 2026 → Q2 2026
| CRI Carter's Inc. | Reduce -38.4% | 4.39% | −1.72 |
| KHC The Kraft Heinz Co. | Reduce -26.7% | 4.10% | −1.16 |
| PII Polaris Inc. | Reduce -43.8% | 2.52% | −1.01 |
| XOM Exxon Mobil Corp. | Reduce -6.2% | 3.05% | −0.94 |
| HELE Helen of Troy Ltd. | Reduce -59.6% | 1.02% | −0.22 |
| FAF First American Financial | Sold out | 0.00% | −0.13 |
| WGO Winnebago Industries | Reduce -21.9% | 0.30% | −0.08 |
| WNC Wabash National Corp. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -4.7% | 0.04% | −0.02 |
| RSG Republic Services Inc. | Reduce -1.2% | 0.09% | −0.00 |
| HRB H&R Block Inc. | Reduce -17.8% | 0.83% | −0.00 |
| TBLL Invesco Short Term Treasury | Reduce -2.0% | 0.09% | −0.00 |
| ORCL Oracle Corp. | Reduce -1.8% | 0.02% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -2.8% | 0.02% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.13% | +0.02 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.49% | +0.04 |
| FOXF Fox Factory Holding Corp. | Reduce -2.7% | 6.74% | +0.09 |
| WFC Wells Fargo & Co. | Reduce -2.4% | 10.26% | +0.26 |
| AMCX AMC Global Media Inc. | Reduce -8.0% | 1.03% | +0.28 |
| DJCO Daily Journal Corp. | Reduce -1.7% | 15.74% | +3.04 |
Portfolio Buys Q1 2026 → Q2 2026
| CROX Crocs Inc. | New | 1.43% | +1.43 |
| LULU Lululemon Athletica Inc. | Add +221.0% | 1.99% | +1.17 |
| SGOV iShares 0-3 Month Treasury B | Add +17.3% | 6.29% | +0.99 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.1% | 9.46% | +0.94 |
| ADBE Adobe Inc. | Add +106.2% | 1.58% | +0.68 |
| TME Tencent Music Entertainm-ADR | New | 0.66% | +0.66 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +7.7% | 0.17% | +0.03 |
| GOOG Alphabet Inc. Class C | New | 0.02% | +0.02 |
| SYK Stryker Corp. | New | 0.02% | +0.02 |
| USFD US Foods Holding Corp. | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | New | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | Add +3.1% | 0.09% | +0.01 |
| SBUX Starbucks Corp. | Add +0.1% | 0.03% | +0.00 |
| TJX TJX Companies Inc. | Add +0.3% | 0.02% | −0.00 |
| CVX Chevron Corp. | Add +4.0% | 0.03% | −0.01 |
| COST Costco Wholesale Corp. | Add +2.2% | 0.30% | −0.01 |
| WHR Whirlpool Corp. | Add +29.6% | 9.15% | −0.39 |
| BABA Alibaba Group Holding-SP ADR | Add +2.6% | 15.73% | −4.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $1.4B | DJCO, BABA, WFC, BRK.B, WHR |
| Q1 2026 | 34 | $1.4B | BABA, DJCO, WFC, WHR, BRK.B |
| Q4 2025 | 34 | $1.5B | BABA, DJCO, WFC, CRI, BRK.B |
| Q3 2025 | 33 | $1.4B | BABA, CRI, DJCO, WFC, BRK.B |
| Q2 2025 | 22 | $1.2B | BABA, WFC, DJCO, CRI, BRK.B |
| Q1 2025 | 19 | $1.2B | BABA, BRK.B, WFC, DJCO, XOM |
| Q4 2024 | 21 | $1.1B | BABA, DJCO, WFC, BRK.B, XOM |
| Q3 2024 | 21 | $1.1B | BABA, DJCO, WFC, XOM, BRK.B |
| Q2 2024 | 20 | $920.9M | BABA, WFC, DJCO, XOM, BRK.B |
| Q1 2024 | 18 | $926.8M | BABA, WFC, XOM, DJCO, BRK.B |