RWWM, Inc. Long-Term Concentrated

Location: Rocklin, CA

CIK: 0001507683 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value: $1.401B (100.0% shares, 0.0% debt)

Holdings (33)

BABA ALIBABA GROUP HLDG LTD 31.5%

Value $441M Shares 2,466,729 Est. Cost $99.07 Unrealized —

CRI CARTERS INC 11.9%

Value $167M Shares 5,900,170 Est. Cost $38.50 Unrealized -26.5%

DJCO DAILY JOURNAL CORP 11.3%

Value $158M Shares 338,941 Est. Cost $173.52 Unrealized +149.7%

WFC WELLS FARGO CO NEW 10.7%

Value $150M Shares 1,792,358 Est. Cost $25.42 Unrealized +216.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 8.8%

Value $123M Shares 244,256 Est. Cost $150.89 Unrealized +221.0%

PII POLARIS INC 4.5%

Value $63.11M Shares 1,085,621 Est. Cost $57.13 Unrealized -5.6%

FOXF FOX FACTORY HLDG CORP 4.5%

Value $62.41M Shares 2,569,434 Est. Cost $34.49 Unrealized -18.3%

MSFT MICROSOFT CORP 3.4%

Value $48.09M Shares 92,841 Est. Cost $27.10 Unrealized +1776.9%

XOM EXXON MOBIL CORP 3.4%

Value $47.03M Shares 417,082 Est. Cost $37.17 Unrealized +195.1%

KHC KRAFT HEINZ CO 3.2%

Value $44.84M Shares 1,721,883 Est. Cost $26.07 Unrealized +1.6%

WHR WHIRLPOOL CORP 3.1%

Value $43.65M Shares 555,380 Est. Cost $94.91 Unrealized -3.3%

AMCX AMC NETWORKS INC 1.0%

Value $14.1M Shares 1,710,961 Est. Cost $9.36 Unrealized -25.9%

HELE HELEN OF TROY LTD 0.9%

Value $12.98M Shares 515,176 Est. Cost $26.64 Unrealized -9.1%

WGO WINNEBAGO INDS INC 0.4%

Value $5.83M Shares 174,348 Est. Cost $32.78 Unrealized +0.6%

COST COSTCO WHSL CORP NEW 0.3%

Value $3.982M Shares 4,302 Est. Cost $956.70 Unrealized 0.0%

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value $2.879M Shares 10,205 Est. Cost $94.07 Unrealized +175.9%

AAPL APPLE INC 0.2%

Value $2.171M Shares 8,528 Est. Cost $145.58 Unrealized +55.0%

WNC WABASH NATL CORP 0.1%

Value $2.018M Shares 204,481 Est. Cost $7.83 Unrealized +34.1%

FAF FIRST AMERN FINL CORP 0.1%

Value $1.867M Shares 29,057 Est. Cost $44.25 Unrealized +40.3%

NVDA NVIDIA CORPORATION 0.1%

Value $1.468M Shares 7,866 Est. Cost $110.72 Unrealized +57.4%

RSG REPUBLIC SVCS INC 0.1%

Value $1.415M Shares 6,168 Est. Cost $31.49 Unrealized +640.8%

ACN ACCENTURE PLC IRELAND 0.1%

Value $1.09M Shares 4,422 Est. Cost $260.61 Unrealized 0.0%

GILD GILEAD SCIENCES INC 0.1%

Value $796K Shares 7,169 Est. Cost $112.28 Unrealized 0.0%

CVX CHEVRON CORP NEW 0.0%

Value $419K Shares 2,695 Est. Cost $152.28 Unrealized 0.0%

ORCL ORACLE CORP 0.0%

Value $371K Shares 1,320 Est. Cost $160.80 Unrealized +58.1%

SBUX STARBUCKS CORP 0.0%

Value $338K Shares 4,000 Est. Cost $88.57 Unrealized 0.0%

PGR PROGRESSIVE CORP 0.0%

Value $294K Shares 1,191 Est. Cost $257.53 Unrealized -10.0%

WMT WALMART INC 0.0%

Value $249K Shares 2,417 Est. Cost $99.23 Unrealized 0.0%

XPOF XPONENTIAL FITNESS INC 0.0%

Value $234K Shares 30,000 Est. Cost $9.12 Unrealized 0.0%

SYK STRYKER CORPORATION 0.0%

Value $233K Shares 631 Est. Cost $384.53 Unrealized 0.0%

SNOW SNOWFLAKE INC 0.0%

Value $219K Shares 969 Est. Cost $214.74 Unrealized 0.0%

TJX TJX COS INC NEW 0.0%

Value $210K Shares 1,452 Est. Cost $132.28 Unrealized 0.0%

TYL TYLER TECHNOLOGIES INC 0.0%

Value $209K Shares 400 Est. Cost $561.33 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	2,466,729	$441M	31.5%	$99.07	—	SPONSORED ADS	01609W102
CRI	CARTERS INC	5,900,170	$167M	11.9%	$38.50	-26.5%	COM	146229109
DJCO	DAILY JOURNAL CORP	338,941	$158M	11.3%	$173.52	+149.7%	COM	233912104
WFC	WELLS FARGO CO NEW	1,792,358	$150M	10.7%	$25.42	+216.5%	COM	949746101
BRK/B	BERKSHIRE HATHAWAY INC DEL	244,256	$123M	8.8%	$150.89	+221.0%	CL B NEW	084670702
PII	POLARIS INC	1,085,621	$63.11M	4.5%	$57.13	-5.6%	COM	731068102
FOXF	FOX FACTORY HLDG CORP	2,569,434	$62.41M	4.5%	$34.49	-18.3%	COM	35138V102
MSFT	MICROSOFT CORP	92,841	$48.09M	3.4%	$27.10	+1776.9%	COM	594918104
XOM	EXXON MOBIL CORP	417,082	$47.03M	3.4%	$37.17	+195.1%	COM	30231G102
KHC	KRAFT HEINZ CO	1,721,883	$44.84M	3.2%	$26.07	+1.6%	COM	500754106
WHR	WHIRLPOOL CORP	555,380	$43.65M	3.1%	$94.91	-3.3%	COM	963320106
AMCX	AMC NETWORKS INC	1,710,961	$14.1M	1.0%	$9.36	-25.9%	CL A	00164V103
HELE	HELEN OF TROY LTD	515,176	$12.98M	0.9%	$26.64	-9.1%	COM	G4388N106
WGO	WINNEBAGO INDS INC	174,348	$5.83M	0.4%	$32.78	+0.6%	COM	974637100
COST	COSTCO WHSL CORP NEW	4,302	$3.982M	0.3%	$956.70	0.0%	COM	22160K105
IBM	INTERNATIONAL BUSINESS MACHS	10,205	$2.879M	0.2%	$94.07	+175.9%	COM	459200101
AAPL	APPLE INC	8,528	$2.171M	0.2%	$145.58	+55.0%	COM	037833100
WNC	WABASH NATL CORP	204,481	$2.018M	0.1%	$7.83	+34.1%	COM	929566107
FAF	FIRST AMERN FINL CORP	29,057	$1.867M	0.1%	$44.25	+40.3%	COM	31847R102
NVDA	NVIDIA CORPORATION	7,866	$1.468M	0.1%	$110.72	+57.4%	COM	67066G104
RSG	REPUBLIC SVCS INC	6,168	$1.415M	0.1%	$31.49	+640.8%	COM	760759100
ACN	ACCENTURE PLC IRELAND	4,422	$1.09M	0.1%	$260.61	0.0%	SHS CLASS A	G1151C101
GILD	GILEAD SCIENCES INC	7,169	$796K	0.1%	$112.28	0.0%	COM	375558103
CVX	CHEVRON CORP NEW	2,695	$419K	0.0%	$152.28	0.0%	COM	166764100
ORCL	ORACLE CORP	1,320	$371K	0.0%	$160.80	+58.1%	COM	68389X105
SBUX	STARBUCKS CORP	4,000	$338K	0.0%	$88.57	0.0%	COM	855244109
PGR	PROGRESSIVE CORP	1,191	$294K	0.0%	$257.53	-10.0%	COM	743315103
WMT	WALMART INC	2,417	$249K	0.0%	$99.23	0.0%	COM	931142103
XPOF	XPONENTIAL FITNESS INC	30,000	$234K	0.0%	$9.12	0.0%	COM CL A	98422X101
SYK	STRYKER CORPORATION	631	$233K	0.0%	$384.53	0.0%	COM	863667101
SNOW	SNOWFLAKE INC	969	$219K	0.0%	$214.74	0.0%	COM SHS	833445109
TJX	TJX COS INC NEW	1,452	$210K	0.0%	$132.28	0.0%	COM	872540109
TYL	TYLER TECHNOLOGIES INC	400	$209K	0.0%	$561.33	0.0%	COM	902252105