RWWM, Inc.

Q3 2025 13F-HR Holdings

Location
Rocklin, CA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
33
Total value ($000)
$1,400,566
Net value change ($000)
+189,537 (15.7%)
New positions
11
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BABA 150,792 52.0%
CRI 43,699 35.6%
DJCO 16,243 11.5%
KHC 11,360 33.9%
WHR 10,254 30.7%
HELE 7,509 137.2%
WFC 5,450 3.8%
BRK-B 4,277 3.6%
COST 3,982 NEW
MSFT 1,755 3.8%
Top Reduces (Value $000, Stocks/ETFs)
PII -34,513 -35.4%
FOXF -22,128 -26.2%
AMCX -6,781 -32.5%
XOM -4,117 -8.0%
WGO -2,570 -30.6%
WNC -1,323 -39.6%
IBM -163 -5.4%
RSG -106 -7.0%
PGR -24 -7.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type