Rwwm, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Rwwm, Inc. reported 20 stock positions worth $920.9 million. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 23.2% of the portfolio, followed by Wells Fargo (WFC, 14.2%) and Daily Journal (DJCO, 13.7%). Compared with Q1 2024, it opened 2 new positions, added to 3 and reduced 14. The biggest buy was a new position in Whirlpool (WHR) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $920.9M (Q2 2024)
- SEC Filing
- 0001085146-24-003911 ↗ filed Aug 14, 2024
Holdings Value
Holdings 20 stocks · $920.9M
| BABA Alibaba Group Holding-SP ADR | 23.18% | 2,964,632 | $213.4M | Reduce -18.6% |
| WFC Wells Fargo & Co. | 14.15% | 2,194,541 | $130.3M | Reduce -1.5% |
| DJCO Daily Journal Corp. | 13.71% | 320,175 | $126.3M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 12.58% | 1,006,372 | $115.8M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 11.23% | 254,294 | $103.4M | Reduce -1.0% |
| KHC The Kraft Heinz Co. | 8.43% | 2,409,172 | $77.6M | Reduce -3.1% |
| MSFT Microsoft Corp. | 4.67% | 96,149 | $43.0M | Reduce -2.4% |
| WHR Whirlpool Corp. | 3.28% | 295,279 | $30.2M | New |
| CRI Carter's Inc. | 2.57% | 382,047 | $23.7M | New |
| PII Polaris Inc. | 2.32% | 272,452 | $21.3M | Add +192.3% |
| FOXF Fox Factory Holding Corp. | 1.41% | 268,598 | $12.9M | Add +1.9% |
| WNC Wabash National Corp. | 0.90% | 379,618 | $8.3M | Reduce -0.0% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 0.60% | 568,423 | $5.5M | Reduce -46.6% |
| AAPL Apple Inc. | 0.27% | 11,623 | $2.4M | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 13,141 | $2.3M | Reduce -6.4% |
| RSG Republic Services Inc. | 0.22% | 10,376 | $2.0M | Reduce -1.1% |
| FAF First American Financial | 0.09% | 15,417 | $832K | No change |
| NVDA Nvidia Corp. | 0.09% | 6,730 | $831K | Add +4.2% |
| CVX Chevron Corp. | 0.06% | 3,426 | $536K | Reduce -5.9% |
| MCD McDonald's Corp. | 0.02% | 849 | $216K | Reduce -19.1% |
Portfolio Sells Q1 2024 → Q2 2024
| BABA Alibaba Group Holding-SP ADR | Reduce -18.6% | 23.18% | −5.28 |
| KHC The Kraft Heinz Co. | Reduce -3.1% | 8.43% | −1.47 |
| AMCX AMC Global Media Inc. | Reduce -46.6% | 0.60% | −0.80 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 11.23% | −0.42 |
| WNC Wabash National Corp. | Reduce -0.0% | 0.90% | −0.33 |
| XOM Exxon Mobil Corp. | Reduce -2.0% | 12.58% | −0.30 |
| IBM Intl Business Machines Corp. | Reduce -6.4% | 0.25% | −0.04 |
| MCD McDonald's Corp. | Reduce -19.1% | 0.02% | −0.01 |
| CVX Chevron Corp. | Reduce -5.9% | 0.06% | −0.00 |
| RSG Republic Services Inc. | Reduce -1.1% | 0.22% | +0.00 |
| AAPL Apple Inc. | Reduce -3.1% | 0.27% | +0.04 |
| MSFT Microsoft Corp. | Reduce -2.4% | 4.67% | +0.19 |
| WFC Wells Fargo & Co. | Reduce -1.5% | 14.15% | +0.22 |
| DJCO Daily Journal Corp. | Reduce -0.9% | 13.71% | +1.10 |
Portfolio Buys Q1 2024 → Q2 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 |