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RWWM, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1507683
Institutional-grade research for retail investors

Sector Allocation

  • Consumer Discretionary24.4%$330.8M
  • Financials19.9%$268.9M
  • Communication Services17.4%$236.1M
  • Technology14.7%$199.1M
  • Industrials9.6%$129.4M
  • Other6.3%$85.4M
  • Consumer Staples4.4%$59.5M
  • Energy3.1%$41.7M
  • Utilities0.1%$1.3M
  • Healthcare0.1%$1.2M

AUM History

13fpro.ai/research/fund/rwwm-inc-1507683

Conviction and streaks

Diversifying · top 10 = 84.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

DJCO$DJCOConviction hold15.7% weight · held 10 quartersBABA$BABAConviction hold15.7% weight · held 10 quartersWFC$WFCConviction hold10.3% weight · held 10 quartersBRK-A$BRK-AConviction hold9.5% weight · held 10 quartersWHR$WHRConviction hold9.2% weight · held 9 quartersWHR$WHRAccumulating+968% shares · 6 quarters runningSBUX$SBUXAccumulating+2% shares · 3 quarters runningBRK-A$BRK-AAccumulating+6% shares · 2 quarters runningSYK$SYKAccumulating+27% shares · 2 quarters runningWFC$WFCTrimming-25% shares · 9 quarters runningXOM.R34088$XOM.R34088Trimming-71% shares · 9 quarters runningMSFT$MSFTTrimming-8% shares · 9 quarters runningIBM$IBMTrimming-55% shares · 9 quarters runningRSG$RSGTrimming-43% shares · 9 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/rwwm-inc-1507683

RWWM, Inc. 13F holdings — Q2 2026

$1.4B portfolio (-1.2% QoQ) · 40 holdings · Q2 2026 13F · top 10 are 85% of the stock portfolio

All holdings — RWWM, Inc. (Q2 2026)

40 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
PII$PIIPolaris Inc.$34.2M-44%
MSFT$MSFTMICROSOFT CORP$33.7M-0.3%
LULU$LULUlululemon athletica inc.$26.9M+221%
ADBE$ADBEADOBE INC.$21.4M+106%
CROX$CROXCrocs, Inc.$19.3MNew
AMCX$AMCXAMC Global Media Inc.$14.0M-8%
HELE$HELEHELEN OF TROY LTD$13.8M-60%
HRB$HRBH&R BLOCK INC$11.3M-18%
TME$TMETencent Music Entertainment Groupadr$8.9MNew
WGO$WGOWINNEBAGO INDUSTRIES INC$4.1M-22%
COST$COSTCOSTCO WHOLESALE CORP /NEW$4.0M+2%
AAPL$AAPLApple Inc.$2.3M+8%
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$1.8M-0.1%
RSG$RSGREPUBLIC SERVICES, INC.$1.3M-1%
IVZ$IVZInvesco Ltd.etf/fund$1.2M-2%

What changed in Q2 2026

Against the previous quarter's 13F: 7 new, 12 added to, 18 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (7)

  • CROX$CROXCrocs, Inc.$19.3M

    first bought this quarter

  • TME$TMETencent Music Entertainment Group$8.9M

    first bought this quarter

  • GOOG$GOOGAlphabet Inc.$288K

    first bought this quarter

  • SYK$SYKSTRYKER CORP$253K

    first bought this quarter

  • USFD$USFDUS Foods Holding Corp.$219K

    first bought this quarter

  • GOOGL$GOOGLAlphabet Inc.$216K

    first bought this quarter

+1 more in the Excel export

Added to (12)

  • WHR$WHRWHIRLPOOL CORP /DE/+30%

    now $123.8M · held 9 qtrs, 6 adds in a row

  • LULU$LULUlululemon athletica inc.+221%

    now $26.9M · held 2 qtrs, 2 adds in a row

  • ISHARES TR - 0-3 MTH TREASURY+17%

    now $85.1M

  • ADBE$ADBEADOBE INC.+106%

    now $21.4M · held 2 qtrs, 2 adds in a row

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+5%

    now $128.1M · held 10+ qtrs

  • BABA$BABAAlibaba Group Holding Ltd+3%

    now $212.8M · held 10+ qtrs

+6 more in the Excel export

Trimmed (18)

  • CRI$CRICARTERS INC-38%

    now $59.4M · held 9 qtrs, 3 trims in a row

  • PII$PIIPolaris Inc.-44%

    now $34.2M · held 10+ qtrs, 4 trims in a row

  • HELE$HELEHELEN OF TROY LTD-60%

    now $13.8M · held 5 qtrs

  • KHC$KHCKraft Heinz Co-27%

    now $55.5M · held 10+ qtrs

  • DJCO$DJCODAILY JOURNAL CORP-2%

    now $213.0M · held 10+ qtrs, 2 trims in a row

  • WFC$WFCWELLS FARGO & COMPANY/MN-2%

    now $138.9M · held 10+ qtrs, 3 trims in a row

+12 more in the Excel export

Sold out (2)

  • FAF$FAFFirst American Financial Corpwas $1.8M

    held 9+ qtrs

  • WNC$WNCWABASH NATIONAL Corpwas $477K

    held 9+ qtrs

Firm AUM (Form ADV): $1.5B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F RWWM, Inc. has filed, 41 earlier quarters. Pick one to see what it held then.

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Is it too late to follow RWWM?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of RWWM's top 20 holdings: 52/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-15.1%

Value-weighted move of the 10 largest stock positions

Turnover

8%

Last quarter; 31% over the last 4

Top 10 weight

85%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

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 Consumer Discretionary (24.4% of disclosed assets). All figures are sourced directly from RWWM, Inc.’s Form 13F-HR filing with the SEC under CIK 1507683.

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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 an AI quality ranking built from its SEC filings (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.