RWWM, Inc. Long-Term Concentrated

Location: Rocklin, CA

CIK: 0001507683 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 17, 2025

Total Value: $1.242B (100.0% shares, 0.0% debt)

Holdings (19)

BABA ALIBABA GROUP HLDG LTD 27.6%

Value $343M Shares 2,591,858 Est. Cost $99.07 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 10.6%

Value $132M Shares 247,747 Est. Cost $150.89 Unrealized +222.2%

WFC WELLS FARGO CO NEW 10.6%

Value $132M Shares 1,835,793 Est. Cost $25.42 Unrealized +189.9%

DJCO DAILY JOURNAL CORP 10.4%

Value $129M Shares 325,419 Est. Cost $163.71 Unrealized +164.2%

XOM EXXON MOBIL CORP 8.1%

Value $100M Shares 844,424 Est. Cost $37.17 Unrealized +188.4%

PII POLARIS INC 7.9%

Value $98.05M Shares 2,395,049 Est. Cost $57.13 Unrealized -16.7%

CRI CARTERS INC 7.2%

Value $89.59M Shares 2,190,482 Est. Cost $51.64 Unrealized -10.6%

FOXF FOX FACTORY HLDG CORP 6.7%

Value $83.48M Shares 3,576,560 Est. Cost $34.49 Unrealized -22.4%

KHC KRAFT HEINZ CO 3.3%

Value $40.46M Shares 1,329,471 Est. Cost $25.93 Unrealized +9.3%

MSFT MICROSOFT CORP 2.8%

Value $35.28M Shares 93,995 Est. Cost $27.10 Unrealized +1394.6%

WHR WHIRLPOOL CORP 2.3%

Value $28.01M Shares 310,796 Est. Cost $97.91 Unrealized +8.3%

AMCX AMC NETWORKS INC 1.5%

Value $18.66M Shares 2,712,921 Est. Cost $10.05 Unrealized -16.8%

WNC WABASH NATL CORP 0.3%

Value $4.028M Shares 364,491 Est. Cost $7.83 Unrealized +66.4%

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value $2.625M Shares 10,555 Est. Cost $94.07 Unrealized +154.5%

AAPL APPLE INC 0.2%

Value $2.299M Shares 10,352 Est. Cost $140.12 Unrealized +64.7%

RSG REPUBLIC SVCS INC 0.1%

Value $1.534M Shares 6,333 Est. Cost $31.49 Unrealized +604.6%

FAF FIRST AMERN FINL CORP 0.1%

Value $1.012M Shares 15,417 Est. Cost $28.48 Unrealized +115.1%

NVDA NVIDIA CORPORATION 0.1%

Value $726K Shares 6,699 Est. Cost $99.93 Unrealized +26.8%

MCD MCDONALDS CORP 0.0%

Value $202K Shares 648 Est. Cost $186.82 Unrealized +56.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	2,591,858	$343M	27.6%	$99.07	—	SPONSORED ADS	01609W102
BRK/B	BERKSHIRE HATHAWAY INC DEL	247,747	$132M	10.6%	$150.89	+222.2%	CL B NEW	084670702
WFC	WELLS FARGO CO NEW	1,835,793	$132M	10.6%	$25.42	+189.9%	COM	949746101
DJCO	DAILY JOURNAL CORP	325,419	$129M	10.4%	$163.71	+164.2%	COM	233912104
XOM	EXXON MOBIL CORP	844,424	$100M	8.1%	$37.17	+188.4%	COM	30231G102
PII	POLARIS INC	2,395,049	$98.05M	7.9%	$57.13	-16.7%	COM	731068102
CRI	CARTERS INC	2,190,482	$89.59M	7.2%	$51.64	-10.6%	COM	146229109
FOXF	FOX FACTORY HLDG CORP	3,576,560	$83.48M	6.7%	$34.49	-22.4%	COM	35138V102
KHC	KRAFT HEINZ CO	1,329,471	$40.46M	3.3%	$25.93	+9.3%	COM	500754106
MSFT	MICROSOFT CORP	93,995	$35.28M	2.8%	$27.10	+1394.6%	COM	594918104
WHR	WHIRLPOOL CORP	310,796	$28.01M	2.3%	$97.91	+8.3%	COM	963320106
AMCX	AMC NETWORKS INC	2,712,921	$18.66M	1.5%	$10.05	-16.8%	CL A	00164V103
WNC	WABASH NATL CORP	364,491	$4.028M	0.3%	$7.83	+66.4%	COM	929566107
IBM	INTERNATIONAL BUSINESS MACHS	10,555	$2.625M	0.2%	$94.07	+154.5%	COM	459200101
AAPL	APPLE INC	10,352	$2.299M	0.2%	$140.12	+64.7%	COM	037833100
RSG	REPUBLIC SVCS INC	6,333	$1.534M	0.1%	$31.49	+604.6%	COM	760759100
FAF	FIRST AMERN FINL CORP	15,417	$1.012M	0.1%	$28.48	+115.1%	COM	31847R102
NVDA	NVIDIA CORPORATION	6,699	$726K	0.1%	$99.93	+26.8%	COM	67066G104
MCD	MCDONALDS CORP	648	$202K	0.0%	$186.82	+56.8%	COM	580135101