RWWM, Inc.

Q2 2026 13F-HR Holdings

Location
Rocklin, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$1,353,388
Net value change ($000)
-16,496 (-1.2%)
New positions
8
Sold out positions
2
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DJCO 39,086 22.5%
CROX 19,341 NEW
LULU 15,664 139.4%
SGOV 12,536 17.3%
BRK-B 11,342 9.7%
ADBE 9,076 73.9%
TME 8,913 NEW
AMCX 3,650 35.3%
WFC 1,815 1.3%
BRK-B 749 NEW
Top Reduces (Value $000, Stocks/ETFs)
BABA -58,394 -21.5%
CRI -24,326 -29.0%
KHC -16,573 -23.0%
PII -14,228 -29.4%
XOM -13,322 -24.4%
WHR -6,833 -5.2%
HELE -3,130 -18.5%
FAF -1,752 -100.0%
WGO -1,097 -21.3%
WNC -477 -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