Rwwm, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Rwwm, Inc. reported 34 stock positions worth $1.5 billion. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 24.0% of the portfolio, followed by Daily Journal (DJCO, 12.3%) and Wells Fargo (WFC, 11.3%). Compared with Q3 2025, it opened 4 new positions, sold out of 3, added to 8 and reduced 17. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001507683-26-000004 ↗ filed Feb 13, 2026
Holdings Value
Holdings 34 stocks · $1.5B
| BABA Alibaba Group Holding-SP ADR | 23.96% | 2,378,559 | $348.6M | Reduce -3.6% |
| DJCO Daily Journal Corp. | 12.32% | 367,856 | $179.3M | Add +8.5% |
| WFC Wells Fargo & Co. | 11.32% | 1,767,878 | $164.8M | Reduce -1.4% |
| CRI Carter's Inc. | 10.06% | 4,516,323 | $146.5M | Reduce -23.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.36% | 241,968 | $121.6M | Reduce -0.9% |
| FOXF Fox Factory Holding Corp. | 6.21% | 5,285,437 | $90.4M | Add +105.7% |
| SGOV iShares 0-3 Month Treasury B | 5.28% | 765,241 | $76.8M | New |
| KHC The Kraft Heinz Co. | 4.17% | 2,500,400 | $60.6M | Add +45.2% |
| WHR Whirlpool Corp. | 4.12% | 830,769 | $59.9M | Add +49.6% |
| PII Polaris Inc. | 3.98% | 916,620 | $58.0M | Reduce -15.6% |
| XOM Exxon Mobil Corp. | 3.27% | 395,473 | $47.6M | Reduce -5.2% |
| MSFT Microsoft Corp. | 3.07% | 92,400 | $44.7M | Reduce -0.5% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 1.00% | 1,526,100 | $14.5M | Reduce -10.8% |
| HELE Helen of Troy Ltd. | 0.92% | 632,140 | $13.4M | Add +22.7% |
| WGO Winnebago Industries | 0.48% | 170,711 | $6.9M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 0.25% | 4,302 | $3.7M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 9,541 | $2.8M | Reduce -6.5% |
| TBLL Invesco Short Term Treasury | 0.19% | 25,860 | $2.7M | New |
| AAPL Apple Inc. | 0.16% | 8,361 | $2.3M | Reduce -2.0% |
| FAF First American Financial | 0.12% | 29,057 | $1.8M | No change |
| NVDA Nvidia Corp. | 0.10% | 7,822 | $1.5M | Reduce -0.6% |
| RSG Republic Services Inc. | 0.09% | 6,164 | $1.3M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.08% | 4,332 | $1.2M | Reduce -2.0% |
| WNC Wabash National Corp. | 0.07% | 124,446 | $1.1M | Reduce -39.1% |
| GILD Gilead Sciences Inc. | 0.06% | 7,169 | $880K | No change |
| CVX Chevron Corp. | 0.03% | 2,623 | $400K | Reduce -2.7% |
| SBUX Starbucks Corp. | 0.02% | 4,049 | $341K | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 0.02% | 418 | $286K | New |
| WMT Walmart Inc. | 0.02% | 2,388 | $266K | Reduce -1.2% |
| ORCL Oracle Corp. | 0.02% | 1,320 | $257K | No change |
| GOOGL Alphabet Inc. Class A | 0.02% | 814 | $255K | New |
| XPOF Xponential Fitness Inc. Class A | 0.02% | 30,000 | $247K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,456 | $224K | Add +0.3% |
| SYK Stryker Corp. | 0.02% | 633 | $222K | Add +0.3% |
Portfolio Sells Q3 2025 → Q4 2025
| BABA Alibaba Group Holding-SP ADR | Reduce -3.6% | 23.96% | −7.52 |
| CRI Carter's Inc. | Reduce -23.4% | 10.06% | −1.82 |
| PII Polaris Inc. | Reduce -15.6% | 3.98% | −0.52 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 8.36% | −0.41 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.07% | −0.36 |
| XOM Exxon Mobil Corp. | Reduce -5.2% | 3.27% | −0.09 |
| WNC Wabash National Corp. | Reduce -39.1% | 0.07% | −0.07 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.02 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.02 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -6.5% | 0.19% | −0.01 |
| RSG Republic Services Inc. | Reduce -0.1% | 0.09% | −0.01 |
| AMCX AMC Global Media Inc. | Reduce -10.8% | 1.00% | −0.01 |
| NVDA Nvidia Corp. | Reduce -0.6% | 0.10% | −0.00 |
| CVX Chevron Corp. | Reduce -2.7% | 0.03% | −0.00 |
| WMT Walmart Inc. | Reduce -1.2% | 0.02% | +0.00 |
| AAPL Apple Inc. | Reduce -2.0% | 0.16% | +0.00 |
| ACN Accenture PLC Class A | Reduce -2.0% | 0.08% | +0.00 |
| WGO Winnebago Industries | Reduce -2.1% | 0.48% | +0.06 |
| WFC Wells Fargo & Co. | Reduce -1.4% | 11.32% | +0.59 |
Portfolio Buys Q3 2025 → Q4 2025
| SGOV iShares 0-3 Month Treasury B | New | 5.28% | +5.28 |
| FOXF Fox Factory Holding Corp. | Add +105.7% | 6.21% | +1.76 |
| DJCO Daily Journal Corp. | Add +8.5% | 12.32% | +1.06 |
| WHR Whirlpool Corp. | Add +49.6% | 4.12% | +1.00 |
| KHC The Kraft Heinz Co. | Add +45.2% | 4.17% | +0.96 |
| TBLL Invesco Short Term Treasury | New | 0.19% | +0.19 |
| IVV iShares Core S&P 500 ETF | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +0.3% | 0.02% | +0.00 |
| SBUX Starbucks Corp. | Add +1.2% | 0.02% | −0.00 |
| SYK Stryker Corp. | Add +0.3% | 0.02% | −0.00 |
| HELE Helen of Troy Ltd. | Add +22.7% | 0.92% | −0.00 |
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 |