RWWM, Inc.
13F Reported Value
ⓘ$1.4B
Holdings
34
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
RWWM, Inc. disclosed 34 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $BABA (Alibaba Group Holding Ltd) at 19.8% of the equity portfolio, followed by $DJCO and $WFC. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $ADBE and a full exit from $WMT. The portfolio is most concentrated in Industrials (30.6% 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 — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$271.2M2,161,777 sh - 62.4#736
Quality
$173.9M360,560 sh - —
Quality
$137.0M1,721,344 sh - 40.6
Quality
$130.6M2,422,618 sh - 64.5
Quality
$116.7M243,593 sh - 33.8
Quality
$91.1M5,533,072 sh - 37.8
Quality
$83.8M2,342,359 sh ISHARES TR
—Quality
$72.6M720,778 sh- 42.5
Quality
$72.1M3,204,598 sh - 61.8
Quality
$54.5M321,503 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alibaba Group Holding Ltd$BABA | — | $271.2M | 2,161,777 |
 DAILY JOURNAL CORP$DJCO | 62.4#736 | $173.9M | 360,560 |
 WELLS FARGO & COMPANY/MN$WFC | — | $137.0M | 1,721,344 |
 WHIRLPOOL CORP /DE/$WHR | 40.6 | $130.6M | 2,422,618 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $116.7M | 243,593 |
 FOX FACTORY HOLDING CORP$FOXF | 33.8 | $91.1M | 5,533,072 |
 CARTERS INC$CRI | 37.8 | $83.8M | 2,342,359 |
| ISHARES TR | — | $72.6M | 720,778 |
 Kraft Heinz Co$KHC | 42.5 | $72.1M | 3,204,598 |
 EXXON MOBIL CORP$XOM | 61.8 | $54.5M | 321,503 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RWWM, Inc.'s 34 positions.
Showing top 10 of 34 holdings.
Sector Allocation
Industrials
$418.7M
Financials
$256.8M
Technology
$196.5M
Communication Services
$184.4M
Consumer Discretionary
$111.2M
Other
$72.8M
Consumer Staples
$72.1M
Energy
$55.1M
Full Holdings — RWWM, Inc. (Q1 2026)
All 34 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 | $BABA | Alibaba Group Holding Ltd | $271.2M | 19.8% | -9% | — |
| 2 | $DJCO | DAILY JOURNAL CORP | $173.9M | 12.7% | -2% | 62.4 |
| 3 | $WFC | WELLS FARGO & COMPANY/MN | $137.0M | 10.0% | -3% | — |
| 4 | $WHR | WHIRLPOOL CORP /DE/ | $130.6M | 9.5% | +192% | 40.6 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $116.7M | 8.5% | +1% | 64.5 |
| 6 | $FOXF | FOX FACTORY HOLDING CORP | $91.1M | 6.7% | +5% | 33.8 |
| 7 | $CRI | CARTERS INC | $83.8M | 6.1% | -48% | 37.8 |
| 8 | — | ISHARES TR | $72.6M | 5.3% | -6% | — |
| 9 | $KHC | Kraft Heinz Co | $72.1M | 5.3% | +28% | 42.5 |
| 10 | $XOM | EXXON MOBIL CORP | $54.5M | 4.0% | -19% | 61.8 |
| 11 |  $PII | Polaris Inc. | $48.4M | 3.5% | -3% | 34.3 |
| 12 |  $MSFT | MICROSOFT CORP | $33.6M | 2.5% | -2% | 83.7 |
| 13 |  $HELE | HELEN OF TROY LTD | $16.9M | 1.2% | +86% | 34.9 |
| 14 |  $ADBE | ADOBE INC. | $12.3M | 0.9% | NEW | 80.4 |
| 15 |  $HRB | H&R BLOCK INC | $11.4M | 0.8% | NEW | 80.3 |
| 16 |  $LULU | lululemon athletica inc. | $11.2M | 0.8% | NEW | 62.9 |
| 17 |  $AMCX | AMC Global Media Inc. | $10.3M | 0.8% | -0% | 48.9 |
| 18 |  $WGO | WINNEBAGO INDUSTRIES INC | $5.2M | 0.4% | -3% | 46.6 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.2M | 0.3% | -2% | 67 |
| 20 |  $AAPL | Apple Inc. | $1.8M | 0.1% | -13% | 76.1 |
| 21 |  $FAF | First American Financial Corp | $1.8M | 0.1% | +0% | 65 |
| 22 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.1% | -33% | 66.7 |
| 23 |  $RSG | REPUBLIC SERVICES, INC. | $1.3M | 0.1% | -1% | 72 |
| 24 |  $IVZ | Invesco Ltd. | $1.3M | 0.1% | -54% | — |
| 25 |  $NVDA | NVIDIA CORP | $1.0M | 0.1% | -27% | 90.2 |
| 26 |  $GILD | GILEAD SCIENCES, INC. | $999,144 | 0.1% | +0% | 77.8 |
| 27 |  $ACN | Accenture plc | $823,498 | 0.1% | -4% | — |
| 28 |  $CVX | CHEVRON CORP | $542,699 | 0.0% | +0% | 54.7 |
| 29 |  $WNC | WABASH NATIONAL Corp | $477,333 | 0.0% | -56% | 55.3 |
| 30 |  $SBUX | STARBUCKS CORP | $365,008 | 0.0% | +1% | 54.6 |
| 31 | — | ISHARES TR | $256,058 | 0.0% | -6% | — |
| 32 |  $ORCL | ORACLE CORP | $218,753 | 0.0% | +13% | 67.2 |
| 33 |  $TJX | TJX COMPANIES INC /DE/ | $218,275 | 0.0% | -6% | 70.7 |
| 34 |  $XPOF | Xponential Fitness, Inc. | $180,600 | 0.0% | +0% | 32.9 |
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