StockDriftsStockDriftsTop 15 Pacifica Capital Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 32.2% | 188.5K | $94.3M | -0.14%(-272) | $109.28(+378.89%) | 2026-06-30 | |
| FIVE | FIVE BELOW INC | 12.62% | 205.6K | $37.0M | -4.50%(-9.70K) | $97.57(+141.89%) | 2026-06-30 | |
| BBW | BUILD-A-BEAR WORKSHOP INC | 11.61% | 1.11M | $34.0M | +10.44%(+105.05K) | $27.13(+35.95%) | 2026-06-30 | |
| SBUX | STARBUCKS CORP | 8.59% | 246.2K | $25.2M | +0.00%(+0) | $23.37(+353.70%) | 2026-06-30 | |
| NKE | NIKE INC | 7.09% | 505.8K | $20.8M | +54.53%(+178.47K) | $56.58(-27.17%) | 2026-06-30 | |
| ASO | ACADEMY SPORTS & OUTDOORS IN | 7.01% | 435.5K | $20.5M | -0.13%(-583) | $54.59(-8.84%) | 2026-06-30 | |
| FND | FLOOR & DECOR HLDGS INC | 6.35% | 313.4K | $18.6M | +39.76%(+89.15K) | $55.65(+8.86%) | 2026-06-30 | |
| RTO | RENTOKIL INITIAL PLC | 4.54% | 464.8K | $13.3M | -0.09%(-430) | $24.49(-0.34%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.32% | 13 | $9.7M | +0.00%(+0) | $131410.16(+497.94%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.82% | 8.2K | $8.3M | +0.00%(+0) | $148.28(+599.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.07% | +33.35% | +5.56% | +31.06% |
| Top 20 Holdings Unweighted | +15.86% | +55.51% | +9.15% | +54.95% |
Pacifica Capital Investments LLC reports $292.91M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (32.2%), FIVE (12.6%) and BBW (11.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +33.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pacifica Capital Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1486713). View Pacifica Capital Investments LLC’s 13F filings on SEC