Rwwm, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Rwwm, Inc. reported 21 stock positions worth $1.1 billion. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 21.9% of the portfolio, followed by Daily Journal (DJCO, 16.4%) and Wells Fargo (WFC, 12.2%). Compared with Q3 2024, it added to 5 and reduced 13. The biggest buy was Polaris (PII, shares +377%) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $1.1B (Q4 2024)
- SEC Filing
- 0001085146-25-001258 ↗ filed Feb 13, 2025
Holdings Value
Holdings 21 stocks · $1.1B
| BABA Alibaba Group Holding-SP ADR | 21.90% | 2,826,939 | $239.7M | Reduce -0.8% |
| DJCO Daily Journal Corp. | 16.43% | 316,714 | $179.9M | Reduce -0.5% |
| WFC Wells Fargo & Co. | 12.18% | 1,897,727 | $133.3M | Reduce -13.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 10.43% | 251,973 | $114.2M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 9.56% | 972,730 | $104.6M | Reduce -2.4% |
| FOXF Fox Factory Holding Corp. | 5.52% | 1,997,531 | $60.5M | Add +174.0% |
| KHC The Kraft Heinz Co. | 5.28% | 1,881,362 | $57.8M | Reduce -21.7% |
| PII Polaris Inc. | 4.68% | 889,698 | $51.3M | Add +377.4% |
| CRI Carter's Inc. | 4.42% | 892,875 | $48.4M | Add +61.5% |
| MSFT Microsoft Corp. | 3.63% | 94,292 | $39.7M | Reduce -0.9% |
| WHR Whirlpool Corp. | 3.08% | 294,108 | $33.7M | Reduce -0.1% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 1.41% | 1,556,654 | $15.4M | Add +20.6% |
| WNC Wabash National Corp. | 0.59% | 375,873 | $6.4M | Reduce -0.2% |
| AAPL Apple Inc. | 0.28% | 12,102 | $3.0M | Add +4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 12,410 | $2.7M | Reduce -4.4% |
| RSG Republic Services Inc. | 0.13% | 7,009 | $1.4M | Reduce -28.6% |
| FAF First American Financial | 0.09% | 15,417 | $963K | No change |
| NVDA Nvidia Corp. | 0.08% | 6,317 | $848K | Reduce -3.3% |
| CVX Chevron Corp. | 0.03% | 2,350 | $340K | Reduce -24.2% |
| ORCL Oracle Corp. | 0.02% | 1,407 | $234K | No change |
| MCD McDonald's Corp. | 0.02% | 749 | $217K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BABA Alibaba Group Holding-SP ADR | Reduce -0.8% | 21.90% | −6.06 |
| KHC The Kraft Heinz Co. | Reduce -21.7% | 5.28% | −2.52 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 9.56% | −1.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 10.43% | −0.29 |
| MSFT Microsoft Corp. | Reduce -0.9% | 3.63% | −0.15 |
| WNC Wabash National Corp. | Reduce -0.2% | 0.59% | −0.08 |
| RSG Republic Services Inc. | Reduce -28.6% | 0.13% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -4.4% | 0.25% | −0.02 |
| CVX Chevron Corp. | Reduce -24.2% | 0.03% | −0.01 |
| NVDA Nvidia Corp. | Reduce -3.3% | 0.08% | +0.00 |
| WHR Whirlpool Corp. | Reduce -0.1% | 3.08% | +0.17 |
| WFC Wells Fargo & Co. | Reduce -13.4% | 12.18% | +0.74 |
| DJCO Daily Journal Corp. | Reduce -0.5% | 16.43% | +2.02 |
Portfolio Buys Q3 2024 → Q4 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 |