Rwwm, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Rwwm, Inc. reported 33 stock positions worth $1.4 billion. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 31.5% of the portfolio, followed by Carter's (CRI, 11.9%) and Daily Journal (DJCO, 11.3%). Compared with Q2 2025, it opened 11 new positions, added to 9 and reduced 11. The biggest buy was Carter's (CRI, shares +45%) and the biggest sale Polaris (PII, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001507683-25-000003 ↗ filed Nov 4, 2025
Holdings Value
Holdings 33 stocks · $1.4B
| BABA Alibaba Group Holding-SP ADR | 31.48% | 2,466,729 | $440.9M | Reduce -3.6% |
| CRI Carter's Inc. | 11.89% | 5,900,170 | $166.5M | Add +44.8% |
| DJCO Daily Journal Corp. | 11.26% | 338,941 | $157.7M | Add +1.2% |
| WFC Wells Fargo & Co. | 10.73% | 1,792,358 | $150.2M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.77% | 244,256 | $122.8M | Add +0.1% |
| PII Polaris Inc. | 4.51% | 1,085,621 | $63.1M | Reduce -54.8% |
| FOXF Fox Factory Holding Corp. | 4.46% | 2,569,434 | $62.4M | Reduce -21.2% |
| MSFT Microsoft Corp. | 3.43% | 92,841 | $48.1M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 3.36% | 417,082 | $47.0M | Reduce -12.1% |
| KHC The Kraft Heinz Co. | 3.20% | 1,721,883 | $44.8M | Add +32.8% |
| WHR Whirlpool Corp. | 3.12% | 555,380 | $43.7M | Add +68.4% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 1.01% | 1,710,961 | $14.1M | Reduce -48.6% |
| HELE Helen of Troy Ltd. | 0.93% | 515,176 | $13.0M | Add +167.1% |
| WGO Winnebago Industries | 0.42% | 174,348 | $5.8M | Reduce -39.8% |
| COST Costco Wholesale Corp. | 0.28% | 4,302 | $4.0M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 10,205 | $2.9M | Reduce -1.1% |
| AAPL Apple Inc. | 0.15% | 8,528 | $2.2M | Add +6.8% |
| WNC Wabash National Corp. | 0.14% | 204,481 | $2.0M | Reduce -34.9% |
| FAF First American Financial | 0.13% | 29,057 | $1.9M | Add +88.5% |
| NVDA Nvidia Corp. | 0.10% | 7,866 | $1.5M | Add +17.0% |
| RSG Republic Services Inc. | 0.10% | 6,168 | $1.4M | Reduce -0.0% |
| ACN Accenture PLC Class A | 0.08% | 4,422 | $1.1M | New |
| GILD Gilead Sciences Inc. | 0.06% | 7,169 | $796K | New |
| CVX Chevron Corp. | 0.03% | 2,695 | $419K | New |
| ORCL Oracle Corp. | 0.03% | 1,320 | $371K | No change |
| SBUX Starbucks Corp. | 0.02% | 4,000 | $338K | New |
| PGR Progressive Corp. | 0.02% | 1,191 | $294K | No change |
| WMT Walmart Inc. | 0.02% | 2,417 | $249K | New |
| XPOF Xponential Fitness Inc. Class A | 0.02% | 30,000 | $234K | New |
| SYK Stryker Corp. | 0.02% | 631 | $233K | New |
| SNOW Snowflake Inc. | 0.02% | 969 | $219K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 1,452 | $210K | New |
| TYL Tyler Technologies Inc. | 0.01% | 400 | $209K | New |
Portfolio Sells Q2 2025 → Q3 2025
| PII Polaris Inc. | Reduce -54.8% | 4.51% | −3.56 |
| FOXF Fox Factory Holding Corp. | Reduce -21.2% | 4.46% | −2.52 |
| WFC Wells Fargo & Co. | Reduce -0.8% | 10.73% | −1.23 |
| XOM Exxon Mobil Corp. | Reduce -12.1% | 3.36% | −0.87 |
| AMCX AMC Global Media Inc. | Reduce -48.6% | 1.01% | −0.72 |
| MSFT Microsoft Corp. | Reduce -0.3% | 3.43% | −0.39 |
| WGO Winnebago Industries | Reduce -39.8% | 0.42% | −0.28 |
| WNC Wabash National Corp. | Reduce -34.9% | 0.14% | −0.13 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 0.21% | −0.05 |
| RSG Republic Services Inc. | Reduce -0.0% | 0.10% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -3.6% | 31.48% | +7.52 |
Portfolio Buys Q2 2025 → Q3 2025
| CRI Carter's Inc. | Add +44.8% | 11.89% | +1.75 |
| HELE Helen of Troy Ltd. | Add +167.1% | 0.93% | +0.47 |
| KHC The Kraft Heinz Co. | Add +32.8% | 3.20% | +0.44 |
| WHR Whirlpool Corp. | Add +68.4% | 3.12% | +0.36 |
| COST Costco Wholesale Corp. | New | 0.28% | +0.28 |
| ACN Accenture PLC Class A | New | 0.08% | +0.08 |
| GILD Gilead Sciences Inc. | New | 0.06% | +0.06 |
| FAF First American Financial | Add +88.5% | 0.13% | +0.06 |
| CVX Chevron Corp. | New | 0.03% | +0.03 |
| SBUX Starbucks Corp. | New | 0.02% | +0.02 |
| AAPL Apple Inc. | Add +6.8% | 0.15% | +0.02 |
| WMT Walmart Inc. | New | 0.02% | +0.02 |
| NVDA Nvidia Corp. | Add +17.0% | 0.10% | +0.02 |
| SYK Stryker Corp. | New | 0.02% | +0.02 |
| XPOF Xponential Fitness Inc. Class A | New | 0.02% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | New | 0.01% | +0.01 |
| TYL Tyler Technologies Inc. | New | 0.01% | +0.01 |
| DJCO Daily Journal Corp. | Add +1.2% | 11.26% | −0.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 8.77% | −1.02 |
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 |