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RWWM, Inc.
hedge fundUpdated 28 days agoManaged by Rwwm, Inc. • Latest filing Q2 2026
Portfolio value
$1.4B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $772.3M |
| Q2 2023 | $777.1M |
| Q3 2023 | $745.9M |
| Q4 2023 | $862.1M |
| Q1 2024 | $926.8M |
| Q2 2024 | $920.9M |
| Q3 2024 | $1.1B |
| Q4 2024 | $1.1B |
| Q1 2025 | $1.2B |
| Q2 2025 | $1.2B |
| Q3 2025 | $1.4B |
| Q4 2025 | $1.5B |
| Q1 2026 | $1.4B |
| Q2 2026 | $1.4B |
Top holdings
40 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DJCO DAILY JOURNAL CORP | $213M | 354.3K | 15.74% | — |
| 2 | B BBAAY ALIBABA GROUP HLDG LTD | $212.8M | 2.22M | 15.73% | — |
| 3 | W WFC-PZ WELLS FARGO & CO | $138.9M | 1.68M | 10.26% | — |
| 4 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $128.1M | 255.9K | 9.46% | — |
| 5 | W WHR-PA WHIRLPOOL CORP | $123.8M | 3.14M | 9.15% | — |
| 6 | F FOXF FOX FACTORY HLDG CORP | $91.2M | 5.38M | 6.74% | — |
| 7 | E ETHA ISHARES TR | $85.1M | 845.2K | 6.29% | — |
| 8 | C CARE CARTERS INC | $59.4M | 1.44M | 4.39% | — |
| 9 | K KHC KRAFT HEINZ CO | $55.5M | 2.35M | 4.10% | — |
| 10 | X XOM EXXON MOBIL CORP | $41.2M | 301.5K | 3.05% | — |
| 11 | P PII POLARIS INC | $34.2M | 499.2K | 2.52% | — |
| 12 | M MSFT MICROSOFT CORP | $33.7M | 90.3K | 2.49% | — |
| 13 | L LULU LULULEMON ATHLETICA INC | $26.9M | 235.6K | 1.99% | — |
| 14 | A ADBE ADOBE INC | $21.4M | 104.2K | 1.58% | — |
| 15 | C CROX CROCS INC | $19.3M | 160.3K | 1.43% | — |
| 16 | A AMCX AMC GLOBAL MEDIA INC | $14M | 1.40M | 1.03% | — |
| 17 | H HELE HELEN OF TROY LTD | $13.8M | 474.6K | 1.02% | — |
| 18 | H HRB BLOCK H & R INC | $11.3M | 296.3K | 0.83% | — |
| 19 | T TCMEF TENCENT MUSIC ENTMT GROUP | $8.9M | 1.05M | 0.66% | — |
| 20 | W WGO WINNEBAGO INDS INC | $4.1M | 129.8K | 0.30% | — |