Pacifica Capital Investments, LLC Long-Term Concentrated

CIK: 0001486713 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 12, 2026

Total Value ($000): $367,074 (100.0% shares, 0.0% debt)

Holdings (15)

New Positions (1)

FND FLOOR & DECOR HOLDINGS INC 0.1%

Value ($000) $382 Shares 6,279 Est. Cost $64.82 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FND	FLOOR & DECOR HOLDINGS INC	6,279	$382	0.1%	$64.82	0.0%	CL A	339750101

Increased Positions (1)

KRUS KURA SUSHI USA INC 0.6%

Value ($000) $2,297 (-4.9%) Shares 43,900 (+7.9%) Est. Cost $64.76 Unrealized -15.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
KRUS	KURA SUSHI USA INC	43,900 (+7.9%)	$2,297 (-4.9%)	0.6%	$64.76	-15.8%	CL A COM	501270102

Decreased Positions (2)

FIVE FIVE BELOW INC 30.6%

Value ($000) $112,450 (+0.8%) Shares 596,995 (-17.2%) Est. Cost $96.66 Unrealized +68.2%

GS GOLDMAN SACHS GROUP INC 2.1%

Value ($000) $7,562 (+6.2%) Shares 8,603 (-3.8%) Est. Cost $127.85 Unrealized +536.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FIVE	FIVE BELOW INC	596,995 (-17.2%)	$112,450 (+0.8%)	30.6%	$96.66	+68.2%	COM	33829M101
GS	GOLDMAN SACHS GROUP INC	8,603 (-3.8%)	$7,562 (+6.2%)	2.1%	$127.85	+536.2%	COM	38141G104

Unchanged Positions (11)

BBW BUILD-A-BEAR WORKSHOP IN 16.9%

Value ($000) $62,147 Shares 1,014,309 Est. Cost $24.41 Unrealized +122.3%

RTO RENTOKIL INITIAL PLC F 3.8%

Value ($000) $14,000 Shares 475,233 Est. Cost $23.93 Unrealized —

NKE NIKE INC CLASS B 2.6%

Value ($000) $9,372 Shares 147,098 Est. Cost $59.08 Unrealized +9.9%

AXP AMERICAN EXPRESS CO 1.8%

Value ($000) $6,657 Shares 17,993 Est. Cost $58.20 Unrealized +513.3%

BRK/B BERKSHIRE HATHAWAY CL B 26.5%

Value ($000) $97,091 Shares 193,159 Est. Cost $132.15 Unrealized +276.5%

SBUX STARBUCKS CORP 5.7%

Value ($000) $20,826 Shares 247,309 Est. Cost $39.20 Unrealized +114.4%

ASO ACADEMY SPORTS & OUTDOOR 6.1%

Value ($000) $22,548 Shares 451,322 Est. Cost $52.77 Unrealized -6.2%

WFC WELLS FARGO & CO 0.2%

Value ($000) $684 Shares 7,335 Est. Cost $27.54 Unrealized +214.5%

CNA CNA FINL CORP 0.3%

Value ($000) $1,209 Shares 25,319 Est. Cost $23.59 Unrealized +94.4%

BRK/A BERKSHIRE HATHAWAY CL A 2.7%

Value ($000) $9,812 Shares 13 Est. Cost $166610.10 Unrealized +348.0%

ACCO ACCO BRANDS CORP 0.0%

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

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BBW	BUILD-A-BEAR WORKSHOP IN	1,014,309	$62,147	16.9%	$24.41	+122.3%	COM	120076104
RTO	RENTOKIL INITIAL PLC F	475,233	$14,000	3.8%	$23.93	—	SPONSORED ADR	760125104
NKE	NIKE INC CLASS B	147,098	$9,372	2.6%	$59.08	+9.9%	CL B	654106103
AXP	AMERICAN EXPRESS CO	17,993	$6,657	1.8%	$58.20	+513.3%	COM	025816109
BRK/B	BERKSHIRE HATHAWAY CL B	193,159	$97,091	26.5%	$132.15	+276.5%	COM	084670702
SBUX	STARBUCKS CORP	247,309	$20,826	5.7%	$39.20	+114.4%	COM	855244109
ASO	ACADEMY SPORTS & OUTDOOR	451,322	$22,548	6.1%	$52.77	-6.2%	COM	00402L107
WFC	WELLS FARGO & CO	7,335	$684	0.2%	$27.54	+214.5%	COM	949746101
CNA	CNA FINL CORP	25,319	$1,209	0.3%	$23.59	+94.4%	COM	126117100
BRK/A	BERKSHIRE HATHAWAY CL A	13	$9,812	2.7%	$166610.10	+348.0%	COM	084670108
ACCO	ACCO BRANDS CORP	10,000	$37	0.0%	$5.10	-28.3%	COM	00081T108