StockDriftsStockDriftsTop 40 Rwwm INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DJCO | DAILY JOURNAL CORP | 15.74% | 354.3K | $213.0M | -1.74%(-6.26K) | $205.03(+194.26%) | 2026-06-30 | |
| BABA | ALIBABA GROUP HLDG LTD | 15.73% | 2.22M | $212.8M | +2.57%(+55.59K) | $106.40(+16.36%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 10.26% | 1.68M | $138.9M | -2.39%(-41.15K) | $29.40(+202.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.46% | 255.9K | $128.1M | +5.07%(+12.35K) | $165.39(+206.50%) | 2026-06-30 | |
| WHR | WHIRLPOOL CORP | 9.15% | 3.14M | $123.8M | +29.63%(+717.80K) | $66.85(-38.12%) | 2026-06-30 | |
| FOXF | FOX FACTORY HLDG CORP | 6.74% | 5.38M | $91.2M | -2.74%(-151.38K) | $27.44(-23.39%) | 2026-06-30 | |
| SGOV | ISHARES TR | 6.29% | 845.2K | $85.1M | +17.27%(+124.46K) | $100.56(+0.00%) | 2026-06-30 | |
| CRI | CARTERS INC | 4.39% | 1.44M | $59.4M | -38.35%(-898.31K) | $40.77(-5.04%) | 2026-06-30 | |
| KHC | KRAFT HEINZ CO | 4.1% | 2.35M | $55.5M | -26.68%(-854.99K) | $32.61(-21.76%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 3.05% | 301.5K | $41.2M | -6.21%(-19.98K) | $46.66(+243.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.37% | +30.82% | +6.21% | +35.18% |
| Top 20 Holdings Unweighted | +5.88% | +18.69% | +6.07% | +34.24% |
Rwwm INC reports $1.35B in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are DJCO (15.7%), BABA (15.7%) and WFC (10.3%). The top 20 holdings account for 98.76% of reported assets. Its disclosed equity book has returned +30.82% 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 Rwwm INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1507683). View Rwwm INC’s 13F filings on SEC