EdgeMarket › What Rwwm, Inc. reported owning

What Rwwm, Inc. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.4B

Positions

34

Quarter

2026-03-31

Shown below

34
largest by value
holdingvalue% of booksharesprice1y
BABA
Alibaba Group Holding Ltd
271.2M19.8%2.2M119.34-0.1%
DJCO
DAILY JOURNAL CORP
173.9M12.7%360.6K599.83+29.6%
WFC
WELLS FARGO & COMPANY/MN
137.0M10.0%1.7M83.84+7.3%
WHR
WHIRLPOOL CORP /DE/
130.6M9.5%2.4M40.35-53.6%
unmapped CUSIP 084670702116.7M8.5%243.6K
FOXF
FOX FACTORY HOLDING CORP
91.1M6.6%5.5M21.85-24.4%
CRI
CARTERS INC
83.8M6.1%2.3M35.77+40.6%
SGOV
iShares 0-3 Month Treasury Bond ETF
72.6M5.3%720.8K100.63+0.0%
KHC
Kraft Heinz Co
72.1M5.3%3.2M25.58-6.7%
XOM
ExxonMobil Holdings Corp
54.5M4.0%321.5K165.11+52.1%
PII
Polaris Inc.
48.4M3.5%888.0K64.39+16.9%
MSFT
MICROSOFT CORP
33.6M2.4%90.7K483.24-4.4%
HELE
HELEN OF TROY LTD
16.9M1.2%1.2M29.06+19.2%
ADBE
ADOBE INC.
12.3M0.9%50.5K275.30-22.1%
HRB
H&R BLOCK INC
11.4M0.8%360.4K53.68+4.4%
LULU
lululemon athletica inc.
11.2M0.8%73.4K121.07-38.9%
AMCX
AMC Global Media Inc.
10.3M0.8%1.5M12.39+83.3%
WGO
WINNEBAGO INDUSTRIES INC
5.2M0.4%166.2K31.78-7.8%
COST
COSTCO WHOLESALE CORP /NEW
4.2M0.3%4.2K947.74-4.7%
AAPL
Apple Inc.
1.8M0.1%7.3K309.35+36.9%
FAF
First American Financial Corp
1.8M0.1%29.1K71.76+10.9%
IBM
INTERNATIONAL BUSINESS MACHINES CORP
1.5M0.1%6.4K235.68-2.8%
RSG
REPUBLIC SERVICES, INC.
1.3M0.1%6.1K220.67-6.5%
TBLL
Invesco Short Term Treasury ETF
1.3M0.1%11.9K105.86+0.4%
NVDA
NVIDIA CORP
1.0M0.1%5.7K214.72+22.4%
GILD
GILEAD SCIENCES, INC.
999.1K0.1%7.2K146.12+23.1%
ACN
Accenture plc
823.5K0.1%4.2K185.28-27.4%
CVX
CHEVRON CORP
542.7K0.0%2.6K205.27+34.0%
WNC
WABASH NATIONAL Corp
477.3K0.0%55.4K12.02+18.5%
SBUX
STARBUCKS CORP
365.0K0.0%4.1K107.08+19.6%
IVV
iShares Core S&P 500 ETF
256.1K0.0%392769.31+20.0%
ORCL
ORACLE CORP
218.8K0.0%1.5K146.47-37.7%
TJX
TJX COMPANIES INC /DE/
218.3K0.0%1.4K140.53+1.6%
XPOF
Xponential Fitness, Inc.
180.6K0.0%30.0K5.19-42.8%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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