Rwwm, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Rwwm, Inc. reported 22 stock positions worth $1.2 billion. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 24.0% of the portfolio, followed by Wells Fargo (WFC, 12.0%) and Daily Journal (DJCO, 11.7%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 6 and reduced 11. The biggest buy was Carter's (CRI, shares +86%) and the biggest sale Exxon Mobil (XOM, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $1.2B (Q2 2025)
- SEC Filing
- 0001085146-25-004481 ↗ filed Aug 4, 2025
Holdings Value
Holdings 22 stocks · $1.2B
| BABA Alibaba Group Holding-SP ADR | 23.95% | 2,557,852 | $290.1M | Reduce -1.3% |
| WFC Wells Fargo & Co. | 11.96% | 1,807,127 | $144.8M | Reduce -1.6% |
| DJCO Daily Journal Corp. | 11.68% | 334,902 | $141.4M | Add +2.9% |
| CRI Carter's Inc. | 10.14% | 4,075,791 | $122.8M | Add +86.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.79% | 243,983 | $118.5M | Reduce -1.5% |
| PII Polaris Inc. | 8.06% | 2,401,477 | $97.6M | Add +0.3% |
| FOXF Fox Factory Holding Corp. | 6.98% | 3,259,077 | $84.5M | Reduce -8.9% |
| XOM Exxon Mobil Corp. | 4.22% | 474,591 | $51.1M | Reduce -43.8% |
| MSFT Microsoft Corp. | 3.83% | 93,147 | $46.3M | Reduce -0.9% |
| KHC The Kraft Heinz Co. | 2.76% | 1,296,591 | $33.5M | Reduce -2.5% |
| WHR Whirlpool Corp. | 2.76% | 329,867 | $33.4M | Add +6.1% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 1.72% | 3,330,026 | $20.9M | Add +22.8% |
| WGO Winnebago Industries | 0.69% | 289,644 | $8.4M | New |
| HELE Helen of Troy Ltd. | 0.45% | 192,861 | $5.5M | New |
| WNC Wabash National Corp. | 0.28% | 314,287 | $3.3M | Reduce -13.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 10,321 | $3.0M | Reduce -2.2% |
| AAPL Apple Inc. | 0.14% | 7,983 | $1.6M | Reduce -22.9% |
| RSG Republic Services Inc. | 0.13% | 6,169 | $1.5M | Reduce -2.6% |
| NVDA Nvidia Corp. | 0.09% | 6,724 | $1.1M | Add +0.4% |
| FAF First American Financial | 0.08% | 15,417 | $946K | No change |
| PGR Progressive Corp. | 0.03% | 1,191 | $318K | New |
| ORCL Oracle Corp. | 0.02% | 1,320 | $289K | New |
Portfolio Sells Q1 2025 → Q2 2025
| XOM Exxon Mobil Corp. | Reduce -43.8% | 4.22% | −3.86 |
| BABA Alibaba Group Holding-SP ADR | Reduce -1.3% | 23.95% | −3.63 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 9.79% | −0.83 |
| KHC The Kraft Heinz Co. | Reduce -2.5% | 2.76% | −0.49 |
| AAPL Apple Inc. | Reduce -22.9% | 0.14% | −0.05 |
| WNC Wabash National Corp. | Reduce -13.8% | 0.28% | −0.05 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.02 |
| RSG Republic Services Inc. | Reduce -2.6% | 0.13% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -2.2% | 0.25% | +0.04 |
| FOXF Fox Factory Holding Corp. | Reduce -8.9% | 6.98% | +0.26 |
| MSFT Microsoft Corp. | Reduce -0.9% | 3.83% | +0.99 |
| WFC Wells Fargo & Co. | Reduce -1.6% | 11.96% | +1.35 |
Portfolio Buys Q1 2025 → Q2 2025
| CRI Carter's Inc. | Add +86.1% | 10.14% | +2.93 |
| DJCO Daily Journal Corp. | Add +2.9% | 11.68% | +1.26 |
| WGO Winnebago Industries | New | 0.69% | +0.69 |
| WHR Whirlpool Corp. | Add +6.1% | 2.76% | +0.50 |
| HELE Helen of Troy Ltd. | New | 0.45% | +0.45 |
| AMCX AMC Global Media Inc. | Add +22.8% | 1.72% | +0.22 |
| PII Polaris Inc. | Add +0.3% | 8.06% | +0.17 |
| NVDA Nvidia Corp. | Add +0.4% | 0.09% | +0.03 |
| PGR Progressive Corp. | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | New | 0.02% | +0.02 |
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 |