Rwwm, Inc. Portfolio Holdings

Rwwm, Inc.

$1.21 Billion
Q2 2025

Rwwm, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $290M, Wells Fargo & Company with a value of $145M, Daily Journal Corp with a value of $141M, Carters Inc with a value of $123M, and Berkshire Hathaway Inc Class B with a value of $119M.

Examining the 13F form we can see an decrease of $31.2M in the current position value, from $1.24B to 1.21B.

Rwwm, Inc. is based out at Rocklin, CA

Below you can find more details about Rwwm, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion

Consumer Cyclical: $637 Million

Financial Services: $265 Million

Technology: $194 Million

Energy: $51.2 Million

Consumer Defensive: $39 Million

Communication Services: $20.9 Million

Industrials: $4.86 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BABA Alibaba Group Holding LTD Consumer Cyclical	$324B	$290 Million 23.95% of portfolio	2,557,852	Q2 2025 Reduced 1.31%
WFC Wells Fargo & Company Financial Services	$302B	$145 Million 11.96% of portfolio	1,807,127	Q2 2025 Reduced 1.56%
DJCO Daily Journal Corp Technology	$585M	$141 Million 11.68% of portfolio	334,902	Q2 2025 Added 2.91%
CRI Carters Inc Consumer Cyclical	$949M	$123 Million 10.14% of portfolio	4,075,791	Q2 2025 Added 86.07%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$119 Million 9.79% of portfolio	243,983	Q2 2025 Reduced 1.52%
PII Polaris Inc. Consumer Cyclical	$3.21B	$97.6 Million 8.06% of portfolio	2,401,477	Q2 2025 Added 0.27%
FOXF Fox Factory Holding Corp Consumer Cyclical	$1.21B	$84.5 Million 6.98% of portfolio	3,259,077	Q2 2025 Reduced 8.88%
XOM Exxon Mobil Corp Energy	$442B	$51.2 Million 4.22% of portfolio	474,591	Q2 2025 Reduced 43.8%
MSFT Microsoft Corp Technology	$3.95T	$46.3 Million 3.83% of portfolio	93,147	Q2 2025 Reduced 0.9%
WHR Whirlpool Corp Consumer Cyclical	$4.67B	$33.5 Million 2.76% of portfolio	329,867	Q2 2025 Added 6.14%
KHC Kraft Heinz CO Consumer Defensive	$33.5B	$33.5 Million 2.76% of portfolio	1,296,591	Q2 2025 Reduced 2.47%
AMCX Amc Networks Inc. Communication Services	$215M	$20.9 Million 1.72% of portfolio	3,330,026	Q2 2025 Added 22.75%
WGO Winnebago Industries Inc Consumer Cyclical	$995M	$8.4 Million 0.69% of portfolio	289,644	Q2 2025 New
HELE Helen Of Troy LTD Consumer Defensive	$556M	$5.47 Million 0.45% of portfolio	192,861	Q2 2025 New
WNC Wabash National Corp Industrials	$508M	$3.34 Million 0.28% of portfolio	314,287	Q2 2025 Reduced 13.77%
IBM International Business Machines Corp Technology	$210B	$3.04 Million 0.25% of portfolio	10,321	Q2 2025 Reduced 2.22%
AAPL Apple Inc. Technology	$3.69T	$1.64 Million 0.14% of portfolio	7,983	Q2 2025 Reduced 22.88%
RSG Republic Services, Inc. Industrials	$73.8B	$1.52 Million 0.13% of portfolio	6,169	Q2 2025 Reduced 2.59%
NVDA Nvidia Corp Technology	$456B	$1.06 Million 0.09% of portfolio	6,724	Q2 2025 Added 0.37%
FAF First American Financial Corp Financial Services	$6.66B	$946,000 0.08% of portfolio	15,417	Q3 2017 New
PGR Progressive Corp Financial Services	$142B	$317,000 0.03% of portfolio	1,191	Q2 2025 New
ORCL Oracle Corp Technology	$684B	$288,000 0.02% of portfolio	1,320	Q2 2025 New

Summary

Portfolio
No. of Stocks 22
Current Value $1.21 Billion
Prior Value $1.24 Billion
Filing
Period Q2 2025
Filing Date August 04, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 4 stocks
Additional Purchases 6 stocks
Sold out of 0 stocks
Reduced holdings in 11 stocks

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