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13F holdings · Q2 2026

Rwwm

Rocklin, CA · files as Rwwm, Inc.
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1507683

Rwwm reported 40 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DJCO (15.7%), BABA (15.7%) and WFC (10.3%). Compared with Q1 2026, the fund opened new positions in CROX, TME and BRK.A, added to BABA, BRK.B and WHR, trimmed DJCO, WFC and FOXF and sold out of FAF and WNC.

Reported value$1.4B−1.2% vs last quarter
Stocks held408 new · 2 sold out
Top 5 weight60.3%very concentrated
Turnover17%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
DJCO
Daily Journal Corp
$213M15.7%354K−6,265 (−2%)8 of 8
2
BABA
Alibaba Group Hldg Ltd F
$213M15.7%2.2M+56K (+3%)8 of 8
3
WFC
Wells Fargo Co New
$139M10.3%1.7M−41K (−2%)8 of 8
4
BRK.B
Berkshire Hathaway Inc Del
$128M9.5%256K+12K (+5%)8 of 8
5
WHR
Whirlpool Corp
$124M9.2%3.1M+718K (+30%)8 of 8
6
FOXF
Fox Factory Hldg Corp
$91.2M6.7%5.4M−151K (−3%)8 of 8
7
SGOV
Ishares TR
$85.1M6.3%845K+124K (+17%)3 of 8
8
CRI
Carters Inc
$59.4M4.4%1.4M−898K (−38%)8 of 8
9
KHC
Kraft Heinz Co
$55.5M4.1%2.3M−855K (−27%)8 of 8
10
XOM
Exxon Mobil Corp
$41.2M3.0%302K−20K (−6%)8 of 8
🔒 30 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
FAF
First Amern Finl Corp
$1.8M29K
WNC
Wabash Natl Corp
$477K55K

Reported value

last 8 quarters
$1.1BQ3 '24
$1.1BQ4 '24
$1.2BQ1 '25
$1.2BQ2 '25
$1.4BQ3 '25
$1.5BQ4 '25
$1.4BQ1 '26
$1.4BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Rwwm 13F FAQ

What does Rwwm own?

Rwwm reported 40 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DJCO (15.7%), BABA (15.7%) and WFC (10.3%). The table above lists every position in the filing (the top 10 without an account).

What did Rwwm buy and sell in Q2 2026?

Compared with Q1 2026: 8 new positions, 12 added to, 18 trimmed and 2 sold out. New positions include CROX, TME and BRK.A. It sold all of FAF and WNC.

When will Rwwm file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Rwwm's portfolio worth?

The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.