Rwwm, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Rwwm, Inc. reported 21 stock positions worth $1.1 billion. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 28.0% of the portfolio, followed by Daily Journal (DJCO, 14.4%) and Wells Fargo (WFC, 11.4%). Compared with Q2 2024, it opened 1 new position, added to 3 and reduced 16. The biggest buy was Fox Factory (FOXF, shares +171%) and the biggest sale Wells Fargo (WFC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $1.1B (Q3 2024)
- SEC Filing
- 0001085146-24-005568 ↗ filed Nov 13, 2024
Holdings Value
Holdings 21 stocks · $1.1B
| BABA Alibaba Group Holding-SP ADR | 27.95% | 2,851,198 | $302.6M | Reduce -3.8% |
| DJCO Daily Journal Corp. | 14.41% | 318,221 | $156.0M | Reduce -0.6% |
| WFC Wells Fargo & Co. | 11.43% | 2,190,519 | $123.7M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 10.79% | 996,319 | $116.8M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 10.73% | 252,235 | $116.1M | Reduce -0.8% |
| KHC The Kraft Heinz Co. | 7.79% | 2,402,771 | $84.4M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.78% | 95,198 | $41.0M | Reduce -1.0% |
| CRI Carter's Inc. | 3.32% | 552,996 | $35.9M | Add +44.8% |
| WHR Whirlpool Corp. | 2.91% | 294,359 | $31.5M | Reduce -0.3% |
| FOXF Fox Factory Holding Corp. | 2.80% | 729,071 | $30.3M | Add +171.4% |
| PII Polaris Inc. | 1.43% | 186,376 | $15.5M | Reduce -31.6% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 1.04% | 1,290,332 | $11.2M | Add +127.0% |
| WNC Wabash National Corp. | 0.67% | 376,641 | $7.2M | Reduce -0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 12,983 | $2.9M | Reduce -1.2% |
| AAPL Apple Inc. | 0.25% | 11,622 | $2.7M | Reduce -0.0% |
| RSG Republic Services Inc. | 0.18% | 9,815 | $2.0M | Reduce -5.4% |
| FAF First American Financial | 0.09% | 15,417 | $1.0M | No change |
| NVDA Nvidia Corp. | 0.07% | 6,530 | $793K | Reduce -3.0% |
| CVX Chevron Corp. | 0.04% | 3,099 | $456K | Reduce -9.5% |
| ORCL Oracle Corp. | 0.02% | 1,407 | $240K | New |
| MCD McDonald's Corp. | 0.02% | 749 | $228K | Reduce -11.8% |
Portfolio Sells Q2 2024 → Q3 2024
| WFC Wells Fargo & Co. | Reduce -0.2% | 11.43% | −2.72 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 10.79% | −1.79 |
| PII Polaris Inc. | Reduce -31.6% | 1.43% | −0.88 |
| MSFT Microsoft Corp. | Reduce -1.0% | 3.78% | −0.88 |
| KHC The Kraft Heinz Co. | Reduce -0.3% | 7.79% | −0.63 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 10.73% | −0.51 |
| WHR Whirlpool Corp. | Reduce -0.3% | 2.91% | −0.37 |
| WNC Wabash National Corp. | Reduce -0.8% | 0.67% | −0.23 |
| RSG Republic Services Inc. | Reduce -5.4% | 0.18% | −0.04 |
| NVDA Nvidia Corp. | Reduce -3.0% | 0.07% | −0.02 |
| CVX Chevron Corp. | Reduce -9.5% | 0.04% | −0.02 |
| AAPL Apple Inc. | Reduce -0.0% | 0.25% | −0.02 |
| MCD McDonald's Corp. | Reduce -11.8% | 0.02% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -1.2% | 0.27% | +0.02 |
| DJCO Daily Journal Corp. | Reduce -0.6% | 14.41% | +0.70 |
| BABA Alibaba Group Holding-SP ADR | Reduce -3.8% | 27.95% | +4.78 |
Portfolio Buys Q2 2024 → Q3 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 |