Rwwm, Inc. Portfolio Holdings

Rwwm, Inc.

  • $1.08 Billion
  • Q3 2024

Rwwm, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $303M, Daily Journal Corp with a value of $156M, Wells Fargo & Company with a value of $124M, Exxon Mobil Corp with a value of $117M, and Berkshire Hathaway Inc Class B with a value of $116M.

Examining the 13F form we can see an increase of $161M in the current position value, from $921M to 1.08B.

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 $1.08 Billion
Consumer Cyclical: $416 Million
Financial Services: $241 Million
Technology: $204 Million
Energy: $117 Million
Consumer Defensive: $84.3 Million
Communication Services: $11.2 Million
Industrials: $9.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.12B
$35.9 Million 3.32% of portfolio
552,996
Q3 2024 Added 44.75%
$6.35B
$31.5 Million 2.91% of portfolio
294,359
Q3 2024 Reduced 0.31%
$3.31B
$15.5 Million 1.43% of portfolio
186,376
Q3 2024 Reduced 31.59%
$6.58B
$1.02 Million 0.09% of portfolio
15,417
Q3 2017 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $1.08 Billion
  • Prior Value $921 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Rwwm, Inc. Portfolio

Follow Rwwm, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rwwm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rwwm, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email