Rwwm, Inc. Portfolio Holdings

Rwwm, Inc.

$1.09 Billion
Q4 2024

Rwwm, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.09 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $240M, Daily Journal Corp with a value of $180M, Wells Fargo & Company with a value of $133M, Berkshire Hathaway Inc Class B with a value of $114M, and Exxon Mobil Corp with a value of $105M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $1.08B to 1.09B.

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 $1.09 Billion

Consumer Cyclical: $434 Million

Financial Services: $248 Million

Technology: $226 Million

Energy: $105 Million

Consumer Defensive: $57.8 Million

Communication Services: $15.4 Million

Industrials: $7.85 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BABA Alibaba Group Holding LTD Consumer Cyclical	$333B	$240 Million 21.9% of portfolio	2,826,939	Q4 2024 Reduced 0.85%
DJCO Daily Journal Corp Technology	$611M	$180 Million 16.43% of portfolio	316,714	Q4 2024 Reduced 0.47%
WFC Wells Fargo & Company Financial Services	$305B	$133 Million 12.18% of portfolio	1,897,727	Q4 2024 Reduced 13.37%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$628B	$114 Million 10.43% of portfolio	251,973	Q4 2024 Reduced 0.1%
XOM Exxon Mobil Corp Energy	$460B	$105 Million 9.56% of portfolio	972,730	Q4 2024 Reduced 2.37%
FOXF Fox Factory Holding Corp Consumer Cyclical	$1.1B	$60.5 Million 5.52% of portfolio	1,997,531	Q4 2024 Added 173.98%
KHC Kraft Heinz CO Consumer Defensive	$36.5B	$57.8 Million 5.28% of portfolio	1,881,362	Q4 2024 Reduced 21.7%
PII Polaris Inc. Consumer Cyclical	$2.68B	$51.3 Million 4.68% of portfolio	889,698	Q4 2024 Added 377.37%
CRI Carters Inc Consumer Cyclical	$1.98B	$48.4 Million 4.42% of portfolio	892,875	Q4 2024 Added 61.46%
MSFT Microsoft Corp Technology	$3.09T	$39.7 Million 3.63% of portfolio	94,292	Q4 2024 Reduced 0.95%
WHR Whirlpool Corp Consumer Cyclical	$5.73B	$33.7 Million 3.08% of portfolio	294,108	Q4 2024 Reduced 0.09%
AMCX Amc Networks Inc. Communication Services	$262M	$15.4 Million 1.41% of portfolio	1,556,654	Q4 2024 Added 20.64%
WNC Wabash National Corp Industrials	$583M	$6.44 Million 0.59% of portfolio	375,873	Q4 2024 Reduced 0.2%
AAPL Apple Inc. Technology	$3.94T	$3.03 Million 0.28% of portfolio	12,102	Q4 2024 Added 4.13%
IBM International Business Machines Corp Technology	$237B	$2.73 Million 0.25% of portfolio	12,410	Q4 2024 Reduced 4.41%
RSG Republic Services, Inc. Industrials	$72.6B	$1.41 Million 0.13% of portfolio	7,009	Q4 2024 Reduced 28.59%
FAF First American Financial Corp Financial Services	$6.64B	$962,000 0.09% of portfolio	15,417	Q3 2017 New
NVDA Nvidia Corp Technology	$347B	$848,000 0.08% of portfolio	6,317	Q4 2024 Reduced 3.26%
CVX Chevron Corp Energy	$308B	$340,000 0.03% of portfolio	2,350	Q4 2024 Reduced 24.17%
ORCL Oracle Corp Technology	$489B	$234,000 0.02% of portfolio	1,407	Q3 2024 New
MCD Mcdonalds Corp Consumer Cyclical	$222B	$217,000 0.02% of portfolio	749	Q3 2024 Reduced 11.78%

Summary

Portfolio
No. of Stocks 21
Current Value $1.09 Billion
Prior Value $1.08 Billion
Filing
Period Q4 2024
Filing Date February 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 0 stocks
Additional Purchases 5 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

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