Rwwm, Inc. Portfolio Holdings

Rwwm, Inc.

$1.24 Billion
Q1 2025

Rwwm, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $343M, Berkshire Hathaway Inc Class B with a value of $132M, Wells Fargo & Company with a value of $132M, Daily Journal Corp with a value of $129M, and Exxon Mobil Corp with a value of $100M.

Examining the 13F form we can see an increase of $148M in the current position value, from $1.09B to 1.24B.

Rwwm, Inc. is based out at Rocklin, CA

Below you can find more details about Rwwm, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion

Consumer Cyclical: $642 Million

Financial Services: $265 Million

Technology: $170 Million

Energy: $100 Million

Consumer Defensive: $40.5 Million

Communication Services: $18.7 Million

Industrials: $5.56 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BABA Alibaba Group Holding LTD Consumer Cyclical	$292B	$343 Million 27.59% of portfolio	2,591,858	Q1 2025 Reduced 8.32%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$674B	$132 Million 10.62% of portfolio	247,747	Q1 2025 Reduced 1.68%
WFC Wells Fargo & Company Financial Services	$243B	$132 Million 10.61% of portfolio	1,835,793	Q1 2025 Reduced 3.26%
DJCO Daily Journal Corp Technology	$509M	$129 Million 10.42% of portfolio	325,419	Q1 2025 Added 2.75%
XOM Exxon Mobil Corp Energy	$439B	$100 Million 8.08% of portfolio	844,424	Q1 2025 Reduced 13.19%
PII Polaris Inc. Consumer Cyclical	$1.91B	$98.1 Million 7.89% of portfolio	2,395,049	Q1 2025 Added 169.2%
CRI Carters Inc Consumer Cyclical	$1.37B	$89.6 Million 7.21% of portfolio	2,190,482	Q1 2025 Added 145.33%
FOXF Fox Factory Holding Corp Consumer Cyclical	$828M	$83.5 Million 6.72% of portfolio	3,576,560	Q1 2025 Added 79.05%
KHC Kraft Heinz CO Consumer Defensive	$36.7B	$40.5 Million 3.26% of portfolio	1,329,471	Q1 2025 Reduced 29.33%
MSFT Microsoft Corp Technology	$2.68T	$35.3 Million 2.84% of portfolio	93,995	Q1 2025 Reduced 0.31%
WHR Whirlpool Corp Consumer Cyclical	$4.2B	$28 Million 2.25% of portfolio	310,796	Q1 2025 Added 5.67%
AMCX Amc Networks Inc. Communication Services	$189M	$18.7 Million 1.5% of portfolio	2,712,921	Q1 2025 Added 74.28%
WNC Wabash National Corp Industrials	$475M	$4.03 Million 0.32% of portfolio	364,491	Q1 2025 Reduced 3.03%
IBM International Business Machines Corp Technology	$212B	$2.62 Million 0.21% of portfolio	10,555	Q1 2025 Reduced 14.95%
AAPL Apple Inc. Technology	$3.1T	$2.3 Million 0.19% of portfolio	10,352	Q1 2025 Reduced 14.46%
RSG Republic Services, Inc. Industrials	$75.3B	$1.53 Million 0.12% of portfolio	6,333	Q1 2025 Reduced 9.64%
FAF First American Financial Corp Financial Services	$5.9B	$1.01 Million 0.08% of portfolio	15,417	Q3 2017 New
NVDA Nvidia Corp Technology	$241B	$726,000 0.06% of portfolio	6,699	Q1 2025 Added 6.05%
MCD Mcdonalds Corp Consumer Cyclical	$227B	$202,000 0.02% of portfolio	648	Q1 2025 Reduced 13.48%

Summary

Portfolio
No. of Stocks 19
Current Value $1.24 Billion
Prior Value $1.09 Billion
Filing
Period Q1 2025
Filing Date April 17, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 0 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 11 stocks

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