Latest RWWM, Inc. Stock Portfolio

$1.35Billion | No. of Holdings #40

RWWM, Inc. Performance

2026 Q2-1.77%

YTD-8.95%

2025+7.48%

About RWWM, Inc. and 13F Hedge Fund Stock Holdings

RWWM, Inc. is a hedge fund based in Rocklin, CA. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, RWWM, Inc. reported an equity portfolio of $1.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of RWWM, Inc. are DJCO, BABA, WFC. The fund has invested 15.7% of it's portfolio in DAILY JOURNAL CORP and 15.7% of portfolio in ALIBABA GROUP HLDG LTD. <br><br> The fund managers got completely rid off FIRST AMERN FINL CORP (FAF) and WABASH NATL CORP (WNC) stocks. They significantly reduced their stock positions in HELEN OF TROY LTD (HELE), POLARIS INC (PII) and CARTERS INC (CRI). RWWM, Inc. opened new stock positions in CROCS INC (CROX), TENCENT MUSIC ENTMT GROUP (TME) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to LULULEMON ATHLETICA INC (LULU), ADOBE INC (ADBE) and WHIRLPOOL CORP (WHR).

RWWM, Inc. Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$1.35Billion

as of Aug 14, 2026

RWWM, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that RWWM, INC. made a return of -1.77% in the last quarter. In trailing 12 months, it's portfolio return was 1.14%.

Performance
S&P 500

New Buys

Ticker	$ Bought
crocs inc	19,340,500
tencent music entmt group	8,912,660
berkshire hathaway inc del	748,850
alphabet inc	287,964
stryker corporation	252,722
us foods hldg corp	218,508
alphabet inc	216,209
amazon com inc	202,827

New stocks bought by RWWM, Inc.

Additions

Ticker	% Inc.
lululemon athletica inc	221
adobe inc	106
whirlpool corp	29.63
ishares tr	17.27
apple inc	7.68
berkshire hathaway inc del	5.07
chevron corporation	4.00
nvidia corporation	3.12

Additions to existing portfolio by RWWM, Inc.

Reductions

Ticker	% Reduced
helen of troy ltd	-59.57
polaris inc	-43.78
carters inc	-38.35
kraft heinz co	-26.68
winnebago inds inc	-21.94
block h & r inc	-17.78
amc global media inc	-7.95
exxon mobil corp	-6.21

RWWM, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
wabash natl corp	-477,333
first amern finl corp	-1,751,850

RWWM, Inc. got rid off the above stocks

Sector Distribution

RWWM, INC. has about 32.3% of it's holdings in Others sector.

Others
Consumer Cyclical
Technology
Financial Services
Consumer Defensive
Energy
Communication Services

Sector	%
Others	32.3
Consumer Cyclical	27.4
Technology	20.2
Financial Services	10.3
Consumer Defensive	5.4
Energy	3.1
Communication Services	1.1

Market Cap. Distribution

RWWM, INC. has about 24.5% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
SMALL-CAP
MEGA-CAP
MID-CAP
LARGE-CAP

Category	%
UNALLOCATED	32.3
SMALL-CAP	29.2
MEGA-CAP	16.6
MID-CAP	13.9
LARGE-CAP	7.9

Stocks belong to which Index?

About 58.5% of the stocks held by RWWM, INC. either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	41.5
S&P 500	33.7
RUSSELL 2000	24.8

Top 5 Winners (%)		%
HELE	helen of troy ltd	71.3 %
AMCX	amc global media inc	45.1 %
DJCO	daily journal corp	24.4 %
PII	polaris inc	20.0 %
HRB	block h & r inc	18.2 %

Top 5 Winners ($)		$
DJCO	daily journal corp	42.5 M
HELE	helen of troy ltd	12.1 M
CRI	carters inc	10.2 M
PII	polaris inc	9.7 M
	berkshire hathaway inc del	5.3 M

Top 5 Losers (%)		%
ACN	accenture plc ireland	-36.4 %
WHR	whirlpool corp	-24.6 %
BABA	alibaba group hldg ltd	-23.3 %
CVX	chevron corporation	-19.6 %
XOM	exxon mobil corp	-18.8 %

Top 5 Losers ($)		$
BABA	alibaba group hldg ltd	-64.5 M
WHR	whirlpool corp	-40.3 M
XOM	exxon mobil corp	-10.3 M
LULU	lululemon athletica inc	-6.0 M
ADBE	adobe inc	-2.9 M

RWWM, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RWWM, Inc.

RWWM, INC. has 40 stocks in it's portfolio. About 84.9% of the portfolio is in top 10 stocks. BABA proved to be the most loss making stock for the portfolio. DJCO was the most profitable stock for RWWM, INC. last quarter.

$1.35BTotal Value

42.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of RWWM, Inc., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL RWWM, Inc.'s holding in Apple Inc over time	0.17%	7,841	$2.27M 0.17%	increased 7.68 percentadded

ACN Accenture Plc Ireland Accenture Plc IrelandACN RWWM, Inc.'s holding in Accenture Plc Ireland over time	0.04%	3,960	$492.8K 0.04%	decreased 4.65 percentreduced

ADBE Adobe Inc Adobe IncADBE RWWM, Inc.'s holding in Adobe Inc over time	1.58%	104,151	$21.35M 1.58%	increased 106.22 percentadded

AMCX Amc Global Media Inc Amc Global Media IncAMCX RWWM, Inc.'s holding in Amc Global Media Inc over time	1.03%	1,401,950	$13.99M 1.03%	decreased 7.95 percentreduced

AMZN Amazon Com Inc Amazon Com IncAMZN RWWM, Inc.'s holding in Amazon Com Inc over time	0.01%	851	$202.8K 0.01%	new position

BAB Invesco Exch Traded Fd Tr Ii Invesco Exch Traded Fd Tr Ii BAB RWWM, Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time	0.09%	11,684	$1.23M 0.09%	decreased 2.03 percentreduced

BABA Alibaba Group Hldg Ltd Alibaba Group Hldg Ltd BABA RWWM, Inc.'s holding in Alibaba Group Hldg Ltd over time	15.72%	2,217,360	$212.82M 15.72%	increased 2.57 percentadded

COST Costco Wholesale Corporation Costco Wholesale CorporationCOST RWWM, Inc.'s holding in Costco Wholesale Corporation over time	0.3%	4,319	$4.04M 0.3%	increased 2.18 percentadded

CRI Carters Inc Carters IncCRI RWWM, Inc.'s holding in Carters Inc over time	4.39%	1,444,040	$59.44M 4.39%	decreased 38.35 percentreduced

CROX Crocs Inc Crocs IncCROX RWWM, Inc.'s holding in Crocs Inc over time	1.43%	160,316	$19.34M 1.43%	new position

CVX Chevron Corporation Chevron CorporationCVX RWWM, Inc.'s holding in Chevron Corporation over time	0.03%	2,728	$452.2K 0.03%	increased 4 percentadded

DJCO Daily Journal Corp Daily Journal CorpDJCO RWWM, Inc.'s holding in Daily Journal Corp over time	15.74%	354,295	$213.00M 15.74%	decreased 1.74 percentreduced

DMXF Ishares Tr Ishares Tr DMXF RWWM, Inc.'s holding in Ishares Tr over time	6.29%	845,240	$85.09M 6.29%	increased 17.27 percentadded

FAF First Amern Finl Corp First Amern Finl CorpFAF RWWM, Inc.'s holding in First Amern Finl Corp over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

FOXF Fox Factory Hldg Corp Fox Factory Hldg CorpFOXF RWWM, Inc.'s holding in Fox Factory Hldg Corp over time	6.74%	5,381,690	$91.19M 6.74%	decreased 2.74 percentreduced

GILD Gilead Sciences Inc Gilead Sciences IncGILD RWWM, Inc.'s holding in Gilead Sciences Inc over time	0.07%	7,169	$905.7K 0.07%	unchanged 0 percentunchanged

GOOG Alphabet Inc Alphabet IncGOOG RWWM, Inc.'s holding in Alphabet Inc over time	0.02%	605	$216.2K 0.02%	new position

GOOG Alphabet Inc Alphabet IncGOOG RWWM, Inc.'s holding in Alphabet Inc over time	0.02%	815	$288.0K 0.02%	new position

HELE Helen Of Troy Ltd Helen Of Troy LtdHELE RWWM, Inc.'s holding in Helen Of Troy Ltd over time	1.02%	474,611	$13.80M 1.02%	decreased 59.57 percentreduced

HRB Block H & R Inc Block H & R IncHRB RWWM, Inc.'s holding in Block H & R Inc over time	0.83%	296,272	$11.28M 0.83%	decreased 17.78 percentreduced