RWWM, Inc. Long-Term Concentrated

CIK: 0001507683 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 4, 2025

Total Value ($000): $1,211,029 (100.0% shares, 0.0% debt)

Holdings (22)

BABA ALIBABA GROUP HLDG LTD 24.0%

Value ($000) $290,086 Shares 2,557,852 Est. Cost $99.07 Unrealized —

WFC WELLS FARGO CO NEW 12.0%

Value ($000) $144,785 Shares 1,807,127 Est. Cost $25.42 Unrealized +179.9%

DJCO DAILY JOURNAL CORP 11.7%

Value ($000) $141,412 Shares 334,902 Est. Cost $170.39 Unrealized +134.5%

CRI CARTERS INC 10.1%

Value ($000) $122,804 Shares 4,075,791 Est. Cost $43.07 Unrealized -23.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 9.8%

Value ($000) $118,520 Shares 243,983 Est. Cost $150.89 Unrealized +236.6%

PII POLARIS INC 8.1%

Value ($000) $97,620 Shares 2,401,477 Est. Cost $57.13 Unrealized -34.0%

FOXF FOX FACTORY HLDG CORP 7.0%

Value ($000) $84,540 Shares 3,259,077 Est. Cost $34.49 Unrealized -32.1%

XOM EXXON MOBIL CORP 4.2%

Value ($000) $51,143 Shares 474,591 Est. Cost $37.17 Unrealized +181.2%

MSFT MICROSOFT CORP 3.8%

Value ($000) $46,332 Shares 93,147 Est. Cost $27.10 Unrealized +1495.3%

KHC KRAFT HEINZ CO 2.8%

Value ($000) $33,478 Shares 1,296,591 Est. Cost $25.93 Unrealized +2.8%

WHR WHIRLPOOL CORP 2.8%

Value ($000) $33,399 Shares 329,867 Est. Cost $97.06 Unrealized -14.3%

AMCX AMC NETWORKS INC 1.7%

Value ($000) $20,879 Shares 3,330,026 Est. Cost $9.36 Unrealized -32.5%

WGO WINNEBAGO INDS INC 0.7%

Value ($000) $8,400 Shares 289,644 Est. Cost $32.78 Unrealized 0.0%

HELE HELEN OF TROY LTD 0.5%

Value ($000) $5,473 Shares 192,861 Est. Cost $30.70 Unrealized 0.0%

WNC WABASH NATL CORP 0.3%

Value ($000) $3,341 Shares 314,287 Est. Cost $7.83 Unrealized +19.9%

IBM INTERNATIONAL BUSINESS MACHS 0.3%

Value ($000) $3,042 Shares 10,321 Est. Cost $94.07 Unrealized +169.8%

AAPL APPLE INC 0.1%

Value ($000) $1,638 Shares 7,983 Est. Cost $140.12 Unrealized +43.7%

RSG REPUBLIC SVCS INC 0.1%

Value ($000) $1,521 Shares 6,169 Est. Cost $31.49 Unrealized +678.4%

NVDA NVIDIA CORPORATION 0.1%

Value ($000) $1,062 Shares 6,724 Est. Cost $99.93 Unrealized +25.9%

FAF FIRST AMERN FINL CORP 0.1%

Value ($000) $946 Shares 15,417 Est. Cost $28.48 Unrealized +103.4%

PGR PROGRESSIVE CORP 0.0%

Value ($000) $318 Shares 1,191 Est. Cost $257.53 Unrealized 0.0%

ORCL ORACLE CORP 0.0%

Value ($000) $289 Shares 1,320 Est. Cost $160.80 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	2,557,852	$290,086	24.0%	$99.07	—	SPONSORED ADS	01609W102
WFC	WELLS FARGO CO NEW	1,807,127	$144,785	12.0%	$25.42	+179.9%	COM	949746101
DJCO	DAILY JOURNAL CORP	334,902	$141,412	11.7%	$170.39	+134.5%	COM	233912104
CRI	CARTERS INC	4,075,791	$122,804	10.1%	$43.07	-23.1%	COM	146229109
BRK/B	BERKSHIRE HATHAWAY INC DEL	243,983	$118,520	9.8%	$150.89	+236.6%	CL B NEW	084670702
PII	POLARIS INC	2,401,477	$97,620	8.1%	$57.13	-34.0%	COM	731068102
FOXF	FOX FACTORY HLDG CORP	3,259,077	$84,540	7.0%	$34.49	-32.1%	COM	35138V102
XOM	EXXON MOBIL CORP	474,591	$51,143	4.2%	$37.17	+181.2%	COM	30231G102
MSFT	MICROSOFT CORP	93,147	$46,332	3.8%	$27.10	+1495.3%	COM	594918104
KHC	KRAFT HEINZ CO	1,296,591	$33,478	2.8%	$25.93	+2.8%	COM	500754106
WHR	WHIRLPOOL CORP	329,867	$33,399	2.8%	$97.06	-14.3%	COM	963320106
AMCX	AMC NETWORKS INC	3,330,026	$20,879	1.7%	$9.36	-32.5%	CL A	00164V103
WGO	WINNEBAGO INDS INC	289,644	$8,400	0.7%	$32.78	0.0%	COM	974637100
HELE	HELEN OF TROY LTD	192,861	$5,473	0.5%	$30.70	0.0%	COM	G4388N106
WNC	WABASH NATL CORP	314,287	$3,341	0.3%	$7.83	+19.9%	COM	929566107
IBM	INTERNATIONAL BUSINESS MACHS	10,321	$3,042	0.3%	$94.07	+169.8%	COM	459200101
AAPL	APPLE INC	7,983	$1,638	0.1%	$140.12	+43.7%	COM	037833100
RSG	REPUBLIC SVCS INC	6,169	$1,521	0.1%	$31.49	+678.4%	COM	760759100
NVDA	NVIDIA CORPORATION	6,724	$1,062	0.1%	$99.93	+25.9%	COM	67066G104
FAF	FIRST AMERN FINL CORP	15,417	$946	0.1%	$28.48	+103.4%	COM	31847R102
PGR	PROGRESSIVE CORP	1,191	$318	0.0%	$257.53	0.0%	COM	743315103
ORCL	ORACLE CORP	1,320	$289	0.0%	$160.80	0.0%	COM	68389X105