Rwwm, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Rwwm, Inc. reported 18 stock positions worth $926.8 million. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 28.5% of the portfolio, followed by Wells Fargo (WFC, 13.9%) and Exxon Mobil (XOM, 12.9%). Compared with Q4 2023, it opened 1 new position, added to 5 and reduced 10. The biggest buy was Fox Factory (FOXF, shares +123%) and the biggest sale Kraft Heinz (KHC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $926.8M (Q1 2024)
- SEC Filing
- 0001085146-24-002449 ↗ filed May 14, 2024
Holdings Value
Holdings 18 stocks · $926.8M
| BABA Alibaba Group Holding-SP ADR | 28.45% | 3,644,273 | $263.7M | Add +14.4% |
| WFC Wells Fargo & Co. | 13.93% | 2,228,150 | $129.1M | Reduce -8.7% |
| XOM Exxon Mobil Corp. | 12.88% | 1,027,169 | $119.4M | Reduce -3.9% |
| DJCO Daily Journal Corp. | 12.61% | 323,116 | $116.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 11.65% | 256,866 | $108.0M | Reduce -7.3% |
| KHC The Kraft Heinz Co. | 9.90% | 2,486,542 | $91.8M | Reduce -3.6% |
| MSFT Microsoft Corp. | 4.47% | 98,541 | $41.5M | Reduce -2.9% |
| FOXF Fox Factory Holding Corp. | 1.48% | 263,640 | $13.7M | Add +123.2% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 1.39% | 1,065,545 | $12.9M | Add +106.7% |
| WNC Wabash National Corp. | 1.23% | 379,715 | $11.4M | Reduce -1.0% |
| PII Polaris Inc. | 1.01% | 93,208 | $9.3M | Add +3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 14,033 | $2.7M | Reduce -39.9% |
| AAPL Apple Inc. | 0.22% | 11,999 | $2.1M | Add +12.9% |
| RSG Republic Services Inc. | 0.22% | 10,492 | $2.0M | Reduce -4.1% |
| FAF First American Financial | 0.10% | 15,417 | $941K | No change |
| NVDA Nvidia Corp. | 0.06% | 646 | $584K | New |
| CVX Chevron Corp. | 0.06% | 3,642 | $574K | Reduce -4.6% |
| MCD McDonald's Corp. | 0.03% | 1,049 | $296K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| KHC The Kraft Heinz Co. | Reduce -3.6% | 9.90% | −1.16 |
| DJCO Daily Journal Corp. | Reduce -0.3% | 12.61% | −0.20 |
| IBM Intl Business Machines Corp. | Reduce -39.9% | 0.29% | −0.15 |
| CVX Chevron Corp. | Reduce -4.6% | 0.06% | −0.00 |
| RSG Republic Services Inc. | Reduce -4.1% | 0.22% | +0.01 |
| WFC Wells Fargo & Co. | Reduce -8.7% | 13.93% | +0.01 |
| MSFT Microsoft Corp. | Reduce -2.9% | 4.47% | +0.05 |
| WNC Wabash National Corp. | Reduce -1.0% | 1.23% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.3% | 11.65% | +0.19 |
| XOM Exxon Mobil Corp. | Reduce -3.9% | 12.88% | +0.48 |
Portfolio Buys Q4 2023 → Q1 2024
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 |