RWWM, Inc.
13F Reported Value
ⓘ$1.4B
Holdings
40
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RWWM, Inc. disclosed 40 positions worth $1.4B in its Form 13F-HR for Q2 2026, led by $DJCO (DAILY JOURNAL CORP) at 15.7% of the equity portfolio, followed by $BABA and $WFC. During the quarter the fund opened 7 new positions and exited 2 — including a new stake in $CROX and a full exit from $FAF. The portfolio is most concentrated in Industrials (25.5% of disclosed assets). All figures are sourced directly from RWWM, Inc.’s Form 13F-HR filing with the SEC under CIK 1507683.
AI Fund Analysis
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 44.4#1,919
Quality
$213.0M354,295 sh - —
Quality
$212.8M2,217,364 sh - 61.8#752
Quality
$138.9M1,680,197 sh - 73.8
Quality
$128.1M255,944 sh - 42.8
Quality
$123.8M3,140,419 sh - 30.4
Quality
$91.2M5,381,694 sh ISHARES TR - 0-3 MTH TREASURY
—Quality
$85.1M845,240 sh- 58.1
Quality
$59.4M1,444,045 sh - 47.0
Quality
$55.5M2,349,610 sh - 57.9
Quality
$41.2M301,524 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DAILY JOURNAL CORP$DJCO | 44.4#1,919 | $213.0M | 354,295 |
 Alibaba Group Holding Ltd$BABA | — | $212.8M | 2,217,364 |
 WELLS FARGO & COMPANY/MN$WFC | 61.8#752 | $138.9M | 1,680,197 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $128.1M | 255,944 |
 WHIRLPOOL CORP /DE/$WHR | 42.8 | $123.8M | 3,140,419 |
 FOX FACTORY HOLDING CORP$FOXF | 30.4 | $91.2M | 5,381,694 |
| ISHARES TR - 0-3 MTH TREASURY | — | $85.1M | 845,240 |
 CARTERS INC$CRI | 58.1 | $59.4M | 1,444,045 |
 Kraft Heinz Co$KHC | 47.0 | $55.5M | 2,349,610 |
 EXXON MOBIL CORP$XOM.R34088 | 57.9 | $41.2M | 301,524 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RWWM, Inc.'s 40 positions.
Showing top 10 of 40 holdings.
Sector Allocation
Industrials
$344.5M
Financials
$268.9M
Communication Services
$236.1M
Technology
$196.8M
Consumer Discretionary
$122.0M
Other
$85.4M
Consumer Staples
$55.5M
Energy
$41.7M
Full Holdings — RWWM, Inc. (Q2 2026)
All 40 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $DJCO | DAILY JOURNAL CORP | $213.0M | 15.7% | -2% | 44.4 |
| 2 | $BABA | Alibaba Group Holding Ltd | $212.8M | 15.7% | +3% | — |
| 3 | $WFC | WELLS FARGO & COMPANY/MN | $138.9M | 10.3% | -2% | 61.8 |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $128.1M | 9.5% | +5% | 73.8 |
| 5 | $WHR | WHIRLPOOL CORP /DE/ | $123.8M | 9.2% | +30% | 42.8 |
| 6 | $FOXF | FOX FACTORY HOLDING CORP | $91.2M | 6.7% | -3% | 30.4 |
| 7 | — | ISHARES TR - 0-3 MTH TREASURY | $85.1M | 6.3% | +17% | — |
| 8 | $CRI | CARTERS INC | $59.4M | 4.4% | -38% | 58.1 |
| 9 | $KHC | Kraft Heinz Co | $55.5M | 4.1% | -27% | 47 |
| 10 | $XOM.R34088 | EXXON MOBIL CORP | $41.2M | 3.0% | -6% | 57.9 |
| 11 |  $PII | Polaris Inc. | $34.2M | 2.5% | -44% | 32.4 |
| 12 |  $MSFT | MICROSOFT CORP | $33.7M | 2.5% | -0% | 79.8 |
| 13 |  $LULU | lululemon athletica inc. | $26.9M | 2.0% | +221% | 67.7 |
| 14 |  $ADBE | ADOBE INC. | $21.4M | 1.6% | +106% | 77.6 |
| 15 |  $CROX | Crocs, Inc. | $19.3M | 1.4% | NEW | 58 |
| 16 |  $AMCX | AMC Global Media Inc. | $14.0M | 1.0% | -8% | 46.6 |
| 17 |  $HELE | HELEN OF TROY LTD | $13.8M | 1.0% | -60% | — |
| 18 |  $HRB | H&R BLOCK INC | $11.3M | 0.8% | -18% | 72 |
| 19 |  $TME | Tencent Music Entertainment Group | $8.9M | 0.7% | NEW | — |
| 20 |  $WGO | WINNEBAGO INDUSTRIES INC | $4.1M | 0.3% | -22% | 46.8 |
| 21 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.0M | 0.3% | +2% | 66.2 |
| 22 |  $AAPL | Apple Inc. | $2.3M | 0.2% | +8% | 76.4 |
| 23 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 0.1% | -0% | 70 |
| 24 |  $RSG | REPUBLIC SERVICES, INC. | $1.3M | 0.1% | -1% | 62.3 |
| 25 |  $IVZ | Invesco Ltd. | $1.2M | 0.1% | -2% | — |
| 26 |  $NVDA | NVIDIA CORP | $1.2M | 0.1% | +3% | 85.9 |
| 27 |  $GILD | GILEAD SCIENCES, INC. | $905,731 | 0.1% | +0% | 57.4 |
| 28 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | NEW | 73.8 |
| 29 |  $ACN | Accenture plc | $492,782 | 0.0% | -5% | — |
| 30 |  $CVX | CHEVRON CORP | $452,193 | 0.0% | +4% | 62.8 |
| 31 |  $SBUX | STARBUCKS CORP | $416,833 | 0.0% | +0% | 58.2 |
| 32 |  $GOOGL | Alphabet Inc. | $287,964 | 0.0% | NEW | 78.2 |
| 33 | — | ISHARES TR - CORE S&P500 ETF | $285,327 | 0.0% | -3% | — |
| 34 |  $SYK | STRYKER CORP | $252,722 | 0.0% | NEW | 72.1 |
| 35 |  $USFD | US Foods Holding Corp. | $218,508 | 0.0% | NEW | 58.4 |
| 36 |  $GOOG | Alphabet Inc. | $216,209 | 0.0% | NEW | 78.2 |
| 37 |  $ORCL | ORACLE CORP | $213,963 | 0.0% | -2% | 66.2 |
| 38 |  $TJX | TJX COMPANIES INC /DE/ | $207,706 | 0.0% | +0% | 68.7 |
| 39 |  $XPOF | Xponential Fitness, Inc. | $207,600 | 0.0% | +0% | 15.6 |
| 40 |  $AMZN | AMAZON COM INC | $202,827 | 0.0% | NEW | 68.7 |
New Positions (7)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for RWWM, Inc. including:
Track RWWM, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for RWWM, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: RWWM, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For RWWM, Inc. (SEC CIK: 1507683), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RWWM, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.