Rwwm, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Rwwm, Inc. reported 34 stock positions worth $1.4 billion. Its top holding was Alibaba Group Holding-SP ADR (BABA) at 19.8% of the portfolio, followed by Daily Journal (DJCO, 12.7%) and Wells Fargo (WFC, 10.0%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 7 and reduced 20. The biggest buy was Whirlpool (WHR, shares +192%) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- ROCKLIN, CA
- CIK
- 0001507683
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001507683-26-000011 ↗ filed May 4, 2026
Holdings Value
Holdings 34 stocks · $1.4B
| BABA Alibaba Group Holding-SP ADR | 19.80% | 2,161,777 | $271.2M | Reduce -9.1% |
| DJCO Daily Journal Corp. | 12.70% | 360,560 | $173.9M | Reduce -2.0% |
| WFC Wells Fargo & Co. | 10.00% | 1,721,344 | $137.0M | Reduce -2.6% |
| WHR Whirlpool Corp. | 9.54% | 2,422,618 | $130.6M | Add +191.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 8.52% | 243,593 | $116.7M | Add +0.7% |
| FOXF Fox Factory Holding Corp. | 6.65% | 5,533,072 | $91.1M | Add +4.7% |
| CRI Carter's Inc. | 6.11% | 2,342,359 | $83.8M | Reduce -48.1% |
| SGOV iShares 0-3 Month Treasury B | 5.30% | 720,778 | $72.6M | Reduce -5.8% |
| KHC The Kraft Heinz Co. | 5.26% | 3,204,598 | $72.1M | Add +28.2% |
| XOM Exxon Mobil Corp. | 3.98% | 321,503 | $54.5M | Reduce -18.7% |
| PII Polaris Inc. | 3.53% | 887,961 | $48.4M | Reduce -3.1% |
| MSFT Microsoft Corp. | 2.45% | 90,658 | $33.6M | Reduce -1.9% |
| HELE Helen of Troy Ltd. | 1.24% | 1,173,829 | $16.9M | Add +85.7% |
| ADBE Adobe Inc. | 0.90% | 50,505 | $12.3M | New |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.83% | 360,354 | $11.4M | New |
| LULU Lululemon Athletica Inc. | 0.82% | 73,385 | $11.2M | New |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 0.75% | 1,522,968 | $10.3M | Reduce -0.2% |
| WGO Winnebago Industries | 0.38% | 166,223 | $5.2M | Reduce -2.6% |
| COST Costco Wholesale Corp. | 0.31% | 4,227 | $4.2M | Reduce -1.7% |
| AAPL Apple Inc. | 0.13% | 7,282 | $1.8M | Reduce -12.9% |
| FAF First American Financial | 0.13% | 29,057 | $1.8M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 6,387 | $1.5M | Reduce -33.1% |
| RSG Republic Services Inc. | 0.10% | 6,078 | $1.3M | Reduce -1.4% |
| TBLL Invesco Short Term Treasury | 0.09% | 11,926 | $1.3M | Reduce -53.9% |
| NVDA Nvidia Corp. | 0.07% | 5,740 | $1.0M | Reduce -26.6% |
| GILD Gilead Sciences Inc. | 0.07% | 7,169 | $999K | No change |
| ACN Accenture PLC Class A | 0.06% | 4,153 | $823K | Reduce -4.1% |
| CVX Chevron Corp. | 0.04% | 2,623 | $543K | No change |
| WNC Wabash National Corp. | 0.03% | 55,375 | $477K | Reduce -55.5% |
| SBUX Starbucks Corp. | 0.03% | 4,074 | $365K | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.02% | 392 | $256K | Reduce -6.2% |
| ORCL Oracle Corp. | 0.02% | 1,487 | $219K | Add +12.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,367 | $218K | Reduce -6.1% |
| XPOF Xponential Fitness Inc. Class A | 0.01% | 30,000 | $181K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BABA Alibaba Group Holding-SP ADR | Reduce -9.1% | 19.80% | −4.16 |
| CRI Carter's Inc. | Reduce -48.1% | 6.11% | −3.95 |
| WFC Wells Fargo & Co. | Reduce -2.6% | 10.00% | −1.32 |
| MSFT Microsoft Corp. | Reduce -1.9% | 2.45% | −0.62 |
| PII Polaris Inc. | Reduce -3.1% | 3.53% | −0.45 |
| AMCX AMC Global Media Inc. | Reduce -0.2% | 0.75% | −0.24 |
| WGO Winnebago Industries | Reduce -2.6% | 0.38% | −0.10 |
| TBLL Invesco Short Term Treasury | Reduce -53.9% | 0.09% | −0.10 |
| IBM Intl Business Machines Corp. | Reduce -33.1% | 0.11% | −0.08 |
| WNC Wabash National Corp. | Reduce -55.5% | 0.03% | −0.04 |
| NVDA Nvidia Corp. | Reduce -26.6% | 0.07% | −0.03 |
| AAPL Apple Inc. | Reduce -12.9% | 0.13% | −0.02 |
| ACN Accenture PLC Class A | Reduce -4.1% | 0.06% | −0.02 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.02 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.02 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -6.2% | 0.02% | −0.00 |
| TJX TJX Companies Inc. | Reduce -6.1% | 0.02% | +0.00 |
| RSG Republic Services Inc. | Reduce -1.4% | 0.10% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -5.8% | 5.30% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.31% | +0.05 |
| DJCO Daily Journal Corp. | Reduce -2.0% | 12.70% | +0.38 |
| XOM Exxon Mobil Corp. | Reduce -18.7% | 3.98% | +0.71 |
Portfolio Buys Q4 2025 → Q1 2026
| WHR Whirlpool Corp. | Add +191.6% | 9.54% | +5.42 |
| KHC The Kraft Heinz Co. | Add +28.2% | 5.26% | +1.09 |
| ADBE Adobe Inc. | New | 0.90% | +0.90 |
| HRB H&R Block Inc. | New | 0.83% | +0.83 |
| LULU Lululemon Athletica Inc. | New | 0.82% | +0.82 |
| FOXF Fox Factory Holding Corp. | Add +4.7% | 6.65% | +0.43 |
| HELE Helen of Troy Ltd. | Add +85.7% | 1.24% | +0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 8.52% | +0.16 |
| SBUX Starbucks Corp. | Add +0.6% | 0.03% | +0.00 |
| ORCL Oracle Corp. | Add +12.7% | 0.02% | −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 |