RWWM, Inc.

Q4 2025 13F-HR Holdings

Location
Rocklin, CA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$1,455,424
Net value change ($000)
+54,858 (3.9%)
New positions
4
Sold out positions
3
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SGOV 76,815 NEW
FOXF 28,022 44.9%
DJCO 21,609 13.7%
WHR 16,279 37.3%
KHC 15,797 35.2%
WFC 14,531 9.7%
TBLL 2,732 NEW
WGO 1,087 18.6%
XOM 565 1.2%
HELE 451 3.5%
Top Reduces (Value $000, Stocks/ETFs)
BABA -92,229 -20.9%
CRI -20,039 -12.0%
PII -5,131 -8.1%
MSFT -3,401 -7.1%
BRK-B -1,172 -1.0%
WNC -942 -46.7%
PGR -294 -100.0%
COST -272 -6.8%
SNOW -219 -100.0%
TYL -209 -100.0%
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