Rwwm, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Rwwm, Inc. reported 19 stock positions worth $1.2 billion. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 27.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 10.6%) and Wells Fargo (WFC, 10.6%). Compared with Q4 2024, it sold out of 2, added to 7 and reduced 11. The biggest buy was Polaris (PII, shares +169%) and the biggest sale Kraft Heinz (KHC, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001085146-25-002156 ↗ filed Apr 17, 2025
Holdings Value
Holdings 19 stocks · $1.2B
| BABA Alibaba Group Holding-SP ADR | 27.59% | 2,591,858 | $342.7M | Reduce -8.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 10.62% | 247,747 | $131.9M | Reduce -1.7% |
| WFC Wells Fargo & Co. | 10.61% | 1,835,793 | $131.8M | Reduce -3.3% |
| DJCO Daily Journal Corp. | 10.42% | 325,419 | $129.4M | Add +2.8% |
| XOM Exxon Mobil Corp. | 8.08% | 844,424 | $100.4M | Reduce -13.2% |
| PII Polaris Inc. | 7.89% | 2,395,049 | $98.1M | Add +169.2% |
| CRI Carter's Inc. | 7.21% | 2,190,482 | $89.6M | Add +145.3% |
| FOXF Fox Factory Holding Corp. | 6.72% | 3,576,560 | $83.5M | Add +79.0% |
| KHC The Kraft Heinz Co. | 3.26% | 1,329,471 | $40.5M | Reduce -29.3% |
| MSFT Microsoft Corp. | 2.84% | 93,995 | $35.3M | Reduce -0.3% |
| WHR Whirlpool Corp. | 2.25% | 310,796 | $28.0M | Add +5.7% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 1.50% | 2,712,921 | $18.7M | Add +74.3% |
| WNC Wabash National Corp. | 0.32% | 364,491 | $4.0M | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 10,555 | $2.6M | Reduce -14.9% |
| AAPL Apple Inc. | 0.19% | 10,352 | $2.3M | Reduce -14.5% |
| RSG Republic Services Inc. | 0.12% | 6,333 | $1.5M | Reduce -9.6% |
| FAF First American Financial | 0.08% | 15,417 | $1.0M | No change |
| NVDA Nvidia Corp. | 0.06% | 6,699 | $726K | Add +6.0% |
| MCD McDonald's Corp. | 0.02% | 648 | $202K | Reduce -13.5% |
Portfolio Sells Q4 2024 → Q1 2025
| KHC The Kraft Heinz Co. | Reduce -29.3% | 3.26% | −2.02 |
| WFC Wells Fargo & Co. | Reduce -3.3% | 10.61% | −1.57 |
| XOM Exxon Mobil Corp. | Reduce -13.2% | 8.08% | −1.47 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.84% | −0.79 |
| WNC Wabash National Corp. | Reduce -3.0% | 0.32% | −0.26 |
| AAPL Apple Inc. | Reduce -14.5% | 0.19% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -14.9% | 0.21% | −0.04 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.03 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.02 |
| RSG Republic Services Inc. | Reduce -9.6% | 0.12% | −0.01 |
| MCD McDonald's Corp. | Reduce -13.5% | 0.02% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.7% | 10.62% | +0.19 |
| BABA Alibaba Group Holding-SP ADR | Reduce -8.3% | 27.59% | +5.69 |
Portfolio Buys Q4 2024 → Q1 2025
| PII Polaris Inc. | Add +169.2% | 7.89% | +3.21 |
| CRI Carter's Inc. | Add +145.3% | 7.21% | +2.79 |
| FOXF Fox Factory Holding Corp. | Add +79.0% | 6.72% | +1.20 |
| AMCX AMC Global Media Inc. | Add +74.3% | 1.50% | +0.09 |
| NVDA Nvidia Corp. | Add +6.0% | 0.06% | −0.02 |
| WHR Whirlpool Corp. | Add +5.7% | 2.25% | −0.82 |
| DJCO Daily Journal Corp. | Add +2.8% | 10.42% | −6.01 |
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 |