Pacifica Capital Investments, LLC Long-Term Concentrated

Name: Pacifica Capital Investments, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Pacifica Capital Investments, LLC
Published: 2026-08-12

Location: Leander, TX

CIK: 0001486713 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $293M (100.0% shares, 0.0% debt)

Holdings (15)

Increased Positions (4)

FND FLOOR & DECOR HLDGS INC 6.4%

Value $18.6M (+63.3%) Shares 313,372 (+39.8%) Est. Cost $66.83 Unrealized —

BBW BUILD-A-BEAR WORKSHOP INC 11.6%

Value $34.01M (-9.7%) Shares 1,111,213 (+10.4%) Est. Cost $25.00 Unrealized —

NKE NIKE INC 7.1%

Value $20.76M (+20.1%) Shares 505,786 (+54.5%) Est. Cost $54.46 Unrealized —

KRUS KURA SUSHI USA INC 1.2%

Value $3.373M (+11.5%) Shares 58,596 (+35.2%) Est. Cost $62.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FND	FLOOR & DECOR HLDGS INC	313,372 (+39.8%)	$18.6M (+63.3%)	6.4%	$66.83	—	CL A	339750101
BBW	BUILD-A-BEAR WORKSHOP INC	1,111,213 (+10.4%)	$34.01M (-9.7%)	11.6%	$25.00	—	COM	120076104
NKE	NIKE INC	505,786 (+54.5%)	$20.76M (+20.1%)	7.1%	$54.46	—	CL B	654106103
KRUS	KURA SUSHI USA INC	58,596 (+35.2%)	$3.373M (+11.5%)	1.2%	$62.89	—	CL A COM	501270102

Decreased Positions (1)

FIVE FIVE BELOW INC 12.6%

Value $36.97M (-24.9%) Shares 205,622 (-4.5%) Est. Cost $96.66 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FIVE	FIVE BELOW INC	205,622 (-4.5%)	$36.97M (-24.9%)	12.6%	$96.66	—	COM	33829M101

Unchanged Positions (10)

ASO ACADEMY SPORTS & OUTDOORS IN 7.0%

Value $20.52M Shares 435,456 Est. Cost $52.77 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 32.2%

Value $94.31M Shares 188,467 Est. Cost $132.15 Unrealized —

SBUX STARBUCKS CORP 8.6%

Value $25.16M Shares 246,247 Est. Cost $39.20 Unrealized —

GS GOLDMAN SACHS GROUP INC 2.8%

Value $8.256M Shares 8,163 Est. Cost $127.85 Unrealized —

RTO RENTOKIL INITIAL PLC 4.5%

Value $13.3M Shares 464,803 Est. Cost $23.93 Unrealized —

AXP AMERICAN EXPRESS CO 2.1%

Value $6.086M Shares 17,993 Est. Cost $58.20 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 3.3%

Value $9.735M Shares 13 Est. Cost $166610.10 Unrealized —

CNA CNA FINL CORP 0.4%

Value $1.172M Shares 24,119 Est. Cost $23.59 Unrealized —

WFC WELLS FARGO & CO 0.2%

Value $606K Shares 7,335 Est. Cost $27.54 Unrealized —

ACCO ACCO BRANDS CORP 0.0%

Value $41,600 Shares 10,000 Est. Cost $5.10 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ASO	ACADEMY SPORTS & OUTDOORS IN	435,456	$20.52M	7.0%	$52.77	—	COM	00402L107
BRK/B	BERKSHIRE HATHAWAY INC DEL	188,467	$94.31M	32.2%	$132.15	—	CL B NEW	084670702
SBUX	STARBUCKS CORP	246,247	$25.16M	8.6%	$39.20	—	COM	855244109
GS	GOLDMAN SACHS GROUP INC	8,163	$8.256M	2.8%	$127.85	—	COM	38141G104
RTO	RENTOKIL INITIAL PLC	464,803	$13.3M	4.5%	$23.93	—	SPONSORED ADR	760125104
AXP	AMERICAN EXPRESS CO	17,993	$6.086M	2.1%	$58.20	—	COM	025816109
BRK/A	BERKSHIRE HATHAWAY INC DEL	13	$9.735M	3.3%	$166610.10	—	CL A	084670108
CNA	CNA FINL CORP	24,119	$1.172M	0.4%	$23.59	—	COM	126117100
WFC	WELLS FARGO & CO	7,335	$606K	0.2%	$27.54	—	COM	949746101
ACCO	ACCO BRANDS CORP	10,000	$41,600	0.0%	$5.10	—	COM	00081T108