RWWM, Inc. Long-Term Concentrated

Location: Rocklin, CA

CIK: 0001507683 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value: $1.095B (100.0% shares, 0.0% debt)

Holdings (21)

BABA ALIBABA GROUP HLDG LTD 21.9%

Value $240M Shares 2,826,939 Est. Cost $99.07 Unrealized —

DJCO DAILY JOURNAL CORP 16.4%

Value $180M Shares 316,714 Est. Cost $156.32 Unrealized +242.1%

WFC WELLS FARGO CO NEW 12.2%

Value $133M Shares 1,897,727 Est. Cost $25.42 Unrealized +162.2%

BRK/B BERKSHIRE HATHAWAY INC DEL 10.4%

Value $114M Shares 251,973 Est. Cost $150.89 Unrealized +206.0%

XOM EXXON MOBIL CORP 9.6%

Value $105M Shares 972,730 Est. Cost $37.17 Unrealized +202.3%

FOXF FOX FACTORY HLDG CORP 5.5%

Value $60.47M Shares 1,997,531 Est. Cost $40.59 Unrealized -15.1%

KHC KRAFT HEINZ CO 5.3%

Value $57.78M Shares 1,881,362 Est. Cost $25.93 Unrealized +18.2%

PII POLARIS INC 4.7%

Value $51.26M Shares 889,698 Est. Cost $73.24 Unrealized -5.0%

CRI CARTERS INC 4.4%

Value $48.38M Shares 892,875 Est. Cost $59.59 Unrealized -9.0%

MSFT MICROSOFT CORP 3.6%

Value $39.74M Shares 94,292 Est. Cost $27.10 Unrealized +1458.2%

WHR WHIRLPOOL CORP 3.1%

Value $33.67M Shares 294,108 Est. Cost $97.45 Unrealized +13.2%

AMCX AMC NETWORKS INC 1.4%

Value $15.41M Shares 1,556,654 Est. Cost $11.30 Unrealized -21.8%

WNC WABASH NATL CORP 0.6%

Value $6.439M Shares 375,873 Est. Cost $7.83 Unrealized +128.5%

AAPL APPLE INC 0.3%

Value $3.031M Shares 12,102 Est. Cost $140.12 Unrealized +67.4%

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value $2.728M Shares 12,410 Est. Cost $94.07 Unrealized +129.9%

RSG REPUBLIC SVCS INC 0.1%

Value $1.41M Shares 7,009 Est. Cost $31.49 Unrealized +548.8%

FAF FIRST AMERN FINL CORP 0.1%

Value $963K Shares 15,417 Est. Cost $28.48 Unrealized +119.8%

NVDA NVIDIA CORPORATION 0.1%

Value $848K Shares 6,317 Est. Cost $98.31 Unrealized +40.2%

CVX CHEVRON CORP NEW 0.0%

Value $340K Shares 2,350 Est. Cost $143.30 Unrealized +1.5%

ORCL ORACLE CORP 0.0%

Value $234K Shares 1,407 Est. Cost $143.05 Unrealized +22.9%

MCD MCDONALDS CORP 0.0%

Value $217K Shares 749 Est. Cost $186.82 Unrealized +55.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	2,826,939	$240M	21.9%	$99.07	—	SPONSORED ADS	01609W102
DJCO	DAILY JOURNAL CORP	316,714	$180M	16.4%	$156.32	+242.1%	COM	233912104
WFC	WELLS FARGO CO NEW	1,897,727	$133M	12.2%	$25.42	+162.2%	COM	949746101
BRK/B	BERKSHIRE HATHAWAY INC DEL	251,973	$114M	10.4%	$150.89	+206.0%	CL B NEW	084670702
XOM	EXXON MOBIL CORP	972,730	$105M	9.6%	$37.17	+202.3%	COM	30231G102
FOXF	FOX FACTORY HLDG CORP	1,997,531	$60.47M	5.5%	$40.59	-15.1%	COM	35138V102
KHC	KRAFT HEINZ CO	1,881,362	$57.78M	5.3%	$25.93	+18.2%	COM	500754106
PII	POLARIS INC	889,698	$51.26M	4.7%	$73.24	-5.0%	COM	731068102
CRI	CARTERS INC	892,875	$48.38M	4.4%	$59.59	-9.0%	COM	146229109
MSFT	MICROSOFT CORP	94,292	$39.74M	3.6%	$27.10	+1458.2%	COM	594918104
WHR	WHIRLPOOL CORP	294,108	$33.67M	3.1%	$97.45	+13.2%	COM	963320106
AMCX	AMC NETWORKS INC	1,556,654	$15.41M	1.4%	$11.30	-21.8%	CL A	00164V103
WNC	WABASH NATL CORP	375,873	$6.439M	0.6%	$7.83	+128.5%	COM	929566107
AAPL	APPLE INC	12,102	$3.031M	0.3%	$140.12	+67.4%	COM	037833100
IBM	INTERNATIONAL BUSINESS MACHS	12,410	$2.728M	0.2%	$94.07	+129.9%	COM	459200101
RSG	REPUBLIC SVCS INC	7,009	$1.41M	0.1%	$31.49	+548.8%	COM	760759100
FAF	FIRST AMERN FINL CORP	15,417	$963K	0.1%	$28.48	+119.8%	COM	31847R102
NVDA	NVIDIA CORPORATION	6,317	$848K	0.1%	$98.31	+40.2%	COM	67066G104
CVX	CHEVRON CORP NEW	2,350	$340K	0.0%	$143.30	+1.5%	COM	166764100
ORCL	ORACLE CORP	1,407	$234K	0.0%	$143.05	+22.9%	COM	68389X105
MCD	MCDONALDS CORP	749	$217K	0.0%	$186.82	+55.3%	COM	580135101