RWWM, Inc.

Q1 2026 13F-HR Holdings

Location
Rocklin, CA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$1,369,884
Net value change ($000)
-85,540 (-5.9%)
New positions
3
Sold out positions
3
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
WHR 70,696 118.0%
ADBE 12,277 NEW
HRB 11,438 NEW
KHC 11,436 18.9%
LULU 11,235 NEW
XOM 6,955 14.6%
HELE 3,494 26.0%
FOXF 640 0.7%
COST 502 13.5%
CVX 143 35.8%
Top Reduces (Value $000, Stocks/ETFs)
BABA -77,432 -22.2%
CRI -62,701 -42.8%
WFC -27,730 -16.8%
MSFT -11,127 -24.9%
PII -9,582 -16.5%
DJCO -5,351 -3.0%
BRK-B -4,895 -4.0%
SGOV -4,261 -5.5%
AMCX -4,187 -28.8%
WGO -1,766 -25.5%
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