Pacifica Capital Investments, LLC Long-Term Concentrated

Name: Pacifica Capital Investments, LLC Q3 2025 13F Filing | 13F Explorer
Creator: Pacifica Capital Investments, LLC
Published: 2025-11-12

Location: Leander, TX

CIK: 0001486713 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value: $368M (100.0% shares, 0.0% debt)

Holdings (14)

FIVE FIVE BELOW INC 30.3%

Value $112M Shares 721,171 Est. Cost $96.66 Unrealized +46.4%

BRK/B BERKSHIRE HATHAWAY CL B 26.5%

Value $97.45M Shares 193,840 Est. Cost $132.15 Unrealized +266.5%

BBW BUILD-A-BEAR WORKSHOP IN 18.0%

Value $66.17M Shares 1,014,664 Est. Cost $24.41 Unrealized +139.8%

ASO ACADEMY SPORTS & OUTDOOR 6.2%

Value $22.64M Shares 452,583 Est. Cost $52.77 Unrealized -3.7%

SBUX STARBUCKS CORP 5.7%

Value $20.92M Shares 247,309 Est. Cost $39.20 Unrealized +125.9%

RTO RENTOKIL INITIAL PLC F 3.3%

Value $12.01M Shares 475,724 Est. Cost $23.93 Unrealized —

NKE NIKE INC CLASS B 2.8%

Value $10.18M Shares 145,987 Est. Cost $59.08 Unrealized +24.9%

BRK/A BERKSHIRE HATHAWAY CL A 2.7%

Value $9.805M Shares 13 Est. Cost $166610.10 Unrealized +336.3%

GS GOLDMAN SACHS GROUP INC 1.9%

Value $7.122M Shares 8,943 Est. Cost $127.85 Unrealized +474.7%

AXP AMERICAN EXPRESS CO 1.6%

Value $5.986M Shares 18,020 Est. Cost $58.20 Unrealized +443.9%

KRUS KURA SUSHI USA INC 0.7%

Value $2.416M Shares 40,672 Est. Cost $65.58 Unrealized +21.6%

CNA CNA FINL CORP 0.3%

Value $1.176M Shares 25,319 Est. Cost $23.59 Unrealized +93.8%

WFC WELLS FARGO & CO 0.2%

Value $615K Shares 7,335 Est. Cost $27.54 Unrealized +192.2%

ACCO ACCO BRANDS CORP 0.0%

Value $39,900 Shares 10,000 Est. Cost $5.10 Unrealized -26.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FIVE	FIVE BELOW INC	721,171	$112M	30.3%	$96.66	+46.4%	COM	33829M101
BRK/B	BERKSHIRE HATHAWAY CL B	193,840	$97.45M	26.5%	$132.15	+266.5%	COM	084670702
BBW	BUILD-A-BEAR WORKSHOP IN	1,014,664	$66.17M	18.0%	$24.41	+139.8%	COM	120076104
ASO	ACADEMY SPORTS & OUTDOOR	452,583	$22.64M	6.2%	$52.77	-3.7%	COM	00402L107
SBUX	STARBUCKS CORP	247,309	$20.92M	5.7%	$39.20	+125.9%	COM	855244109
RTO	RENTOKIL INITIAL PLC F	475,724	$12.01M	3.3%	$23.93	—	SPONSORED ADR	760125104
NKE	NIKE INC CLASS B	145,987	$10.18M	2.8%	$59.08	+24.9%	CL B	654106103
BRK/A	BERKSHIRE HATHAWAY CL A	13	$9.805M	2.7%	$166610.10	+336.3%	COM	084670108
GS	GOLDMAN SACHS GROUP INC	8,943	$7.122M	1.9%	$127.85	+474.7%	COM	38141G104
AXP	AMERICAN EXPRESS CO	18,020	$5.986M	1.6%	$58.20	+443.9%	COM	025816109
KRUS	KURA SUSHI USA INC	40,672	$2.416M	0.7%	$65.58	+21.6%	CL A COM	501270102
CNA	CNA FINL CORP	25,319	$1.176M	0.3%	$23.59	+93.8%	COM	126117100
WFC	WELLS FARGO & CO	7,335	$615K	0.2%	$27.54	+192.2%	COM	949746101
ACCO	ACCO BRANDS CORP	10,000	$39,900	0.0%	$5.10	-26.2%	COM	00081T108