1y return+6.4%S&P 500 +20.9%
3y return+30.8%S&P 500 +68.5%
5y return+34.5%S&P 500 +74.5%
10y return+189.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $290 against $357 in the S&P 500.2
Rwwm, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DJCODaily Journal Corp | $213.0M | 15.7% | −1.7% |
| BABAAlibaba Group Hldg Ltd | $212.8M | 15.7% | +2.6% |
| WFCWells Fargo & Co | $138.9M | 10.3% | −2.4% |
| BRK/BBerkshire Hathaway Inc Del | $128.1M | 9.5% | +5.1% |
| WHRWhirlpool Corp | $123.8M | 9.1% | +29.6% |
| FOXFFox Factory Hldg Corp | $91.2M | 6.7% | −2.7% |
| SGOVIshares Tr | $85.1M | 6.3% | +17.3% |
| CRICarters Inc | $59.4M | 4.4% | −38.4% |
| KHCKraft Heinz Co | $55.5M | 4.1% | −26.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $41.2M | 3.0% | −6.2% |
| PIIPolaris Inc | $34.2M | 2.5% | −43.8% |
| MSFTMicrosoft Corp | $33.7M | 2.5% | |
| LULULululemon Athletica Inc | $26.9M | 2.0% | +221.0% |
| ADBEAdobe Inc | $21.4M | 1.6% | +106.2% |
| CROXCrocs Inc | $19.3M | 1.4% | New |
| AMCXAmc Global Media Inc | $14.0M | 1.0% | −7.9% |
| Helen Of Troy LtdCUSIP G4388N106 | $13.8M | 1.0% | −59.6% |
| HRBBlock H & R Inc | $11.3M | 0.8% | −17.8% |
| TMETencent Music Entmt Group | $8.9M | 0.7% | New |
| WGOWinnebago Inds Inc | $4.1M | 0.3% | −21.9% |
| COSTCostco Wholesale Corporation | $4.0M | 0.3% | +2.2% |
| AAPLApple Inc | $2.3M | 0.2% | +7.7% |
| IBMInternational Business Machs | $1.8M | 0.1% | |
| RSGRepublic Svcs Inc | $1.3M | 0.1% | −1.2% |
| TBLLInvesco Exch Traded Fd Tr II | $1.2M | 0.1% | −2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $138.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.3M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $41.2M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $128.1M |
| RSGRepublic Svcs Inc | June 30, 2020 | +159.7% | $1.3M |
| IBMInternational Business Machs | June 30, 2020 | +132.9% | $1.8M |
| DJCODaily Journal Corp | June 30, 2020 | +122.7% | $213.0M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $1.2M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $33.7M |
| SBUXStarbucks Corp | September 30, 2025 | +20.8% | $417K |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −0.3% | +14.8% |
| March 31, 2026 | −6.8% | −4.6% |
| December 31, 2025 | −3.5% | +2.4% |
| September 30, 2025 | +18.6% | +7.8% |
| June 30, 2025 | −4.3% | +10.5% |
| March 31, 2025 | +5.0% | −4.6% |
| December 31, 2024 | −4.1% | +2.1% |
| September 30, 2024 | +16.1% | +5.4% |
| June 30, 2024 | −1.0% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +1.8% | +11.2% |
| September 30, 2023 | +3.4% | −3.6% |
| June 30, 2023 | −2.6% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
| December 31, 2022 | +14.1% | +7.1% |
| September 30, 2022 | −9.9% | −5.3% |
| June 30, 2022 | −5.8% | −16.5% |
| March 31, 2022 | +7.1% | −4.9% |
| December 31, 2021 | +2.3% | +10.7% |
| September 30, 2021 | −6.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rwwm, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1507683&type=13F-HR&dateb=&owner=include&count=40CIK 1507683
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1507683/000150768326000020/Filed August 14, 2026 · accession 0001507683-26-000020