Pacifica Capital Investments, LLC Long-Term Concentrated

Name: Pacifica Capital Investments, LLC Q4 2025 13F Filing | 13F Explorer
Creator: Pacifica Capital Investments, LLC
Published: 2026-02-12

Location: Leander, TX

CIK: 0001486713 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $367M (100.0% shares, 0.0% debt)

Holdings (15)

FIVE FIVE BELOW INC 30.6%

Value $112M Shares 596,995 Est. Cost $96.66 Unrealized +68.2%

BRK/B BERKSHIRE HATHAWAY CL B 26.5%

Value $97.09M Shares 193,159 Est. Cost $132.15 Unrealized +276.5%

BBW BUILD-A-BEAR WORKSHOP IN 16.9%

Value $62.15M Shares 1,014,309 Est. Cost $24.41 Unrealized +122.3%

ASO ACADEMY SPORTS & OUTDOOR 6.1%

Value $22.55M Shares 451,322 Est. Cost $52.77 Unrealized -6.2%

SBUX STARBUCKS CORP 5.7%

Value $20.83M Shares 247,309 Est. Cost $39.20 Unrealized +114.4%

RTO RENTOKIL INITIAL PLC F 3.8%

Value $14M Shares 475,233 Est. Cost $23.93 Unrealized —

BRK/A BERKSHIRE HATHAWAY CL A 2.7%

Value $9.812M Shares 13 Est. Cost $166610.10 Unrealized +348.0%

NKE NIKE INC CLASS B 2.6%

Value $9.372M Shares 147,098 Est. Cost $59.08 Unrealized +9.9%

GS GOLDMAN SACHS GROUP INC 2.1%

Value $7.562M Shares 8,603 Est. Cost $127.85 Unrealized +536.2%

AXP AMERICAN EXPRESS CO 1.8%

Value $6.657M Shares 17,993 Est. Cost $58.20 Unrealized +513.3%

KRUS KURA SUSHI USA INC 0.6%

Value $2.297M Shares 43,900 Est. Cost $64.76 Unrealized -15.8%

CNA CNA FINL CORP 0.3%

Value $1.209M Shares 25,319 Est. Cost $23.59 Unrealized +94.4%

WFC WELLS FARGO & CO 0.2%

Value $684K Shares 7,335 Est. Cost $27.54 Unrealized +214.5%

FND FLOOR & DECOR HOLDINGS INC 0.1%

Value $382K Shares 6,279 Est. Cost $64.82 Unrealized 0.0%

ACCO ACCO BRANDS CORP 0.0%

Value $37,300 Shares 10,000 Est. Cost $5.10 Unrealized -28.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FIVE	FIVE BELOW INC	596,995	$112M	30.6%	$96.66	+68.2%	COM	33829M101
BRK/B	BERKSHIRE HATHAWAY CL B	193,159	$97.09M	26.5%	$132.15	+276.5%	COM	084670702
BBW	BUILD-A-BEAR WORKSHOP IN	1,014,309	$62.15M	16.9%	$24.41	+122.3%	COM	120076104
ASO	ACADEMY SPORTS & OUTDOOR	451,322	$22.55M	6.1%	$52.77	-6.2%	COM	00402L107
SBUX	STARBUCKS CORP	247,309	$20.83M	5.7%	$39.20	+114.4%	COM	855244109
RTO	RENTOKIL INITIAL PLC F	475,233	$14M	3.8%	$23.93	—	SPONSORED ADR	760125104
BRK/A	BERKSHIRE HATHAWAY CL A	13	$9.812M	2.7%	$166610.10	+348.0%	COM	084670108
NKE	NIKE INC CLASS B	147,098	$9.372M	2.6%	$59.08	+9.9%	CL B	654106103
GS	GOLDMAN SACHS GROUP INC	8,603	$7.562M	2.1%	$127.85	+536.2%	COM	38141G104
AXP	AMERICAN EXPRESS CO	17,993	$6.657M	1.8%	$58.20	+513.3%	COM	025816109
KRUS	KURA SUSHI USA INC	43,900	$2.297M	0.6%	$64.76	-15.8%	CL A COM	501270102
CNA	CNA FINL CORP	25,319	$1.209M	0.3%	$23.59	+94.4%	COM	126117100
WFC	WELLS FARGO & CO	7,335	$684K	0.2%	$27.54	+214.5%	COM	949746101
FND	FLOOR & DECOR HOLDINGS INC	6,279	$382K	0.1%	$64.82	0.0%	CL A	339750101
ACCO	ACCO BRANDS CORP	10,000	$37,300	0.0%	$5.10	-28.3%	COM	00081T108