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Rwwm, Inc. Top Holdings and 13F Report (2025)

About Rwwm, Inc.

Investment Activity

  • Rwwm, Inc. has $1.21 billion in total holdings as of June 30, 2025.
  • Rwwm, Inc. owns shares of 22 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 6.72% of the portfolio was purchased this quarter.
  • About 4.84% of the portfolio was sold this quarter.
  • This quarter, Rwwm, Inc. has purchased 19 new stocks and bought additional shares in 6 stocks.
  • Rwwm, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Alibaba Group
$290,085,995
Carter's
$122,803,583
Berkshire Hathaway
$118,519,622

Largest New Holdings this Quarter

974637100 - Winnebago Industries
$8,399,676 Holding
G4388N106 - Helen of Troy
$5,473,395 Holding
743315103 - Progressive
$317,830 Holding
68389X105 - Oracle
$288,592 Holding

Largest Purchases this Quarter

Carter's
1,885,309 shares (about $56.80M)
Winnebago Industries
289,644 shares (about $8.40M)
Helen of Troy
192,861 shares (about $5.47M)
Daily Journal Corp. (S.C.)
9,483 shares (about $4.00M)
AMC Networks
617,105 shares (about $3.87M)

Largest Sales this Quarter

Exxon Mobil
369,833 shares (about $39.85M)
Fox Factory
317,483 shares (about $8.24M)
Alibaba Group
34,006 shares (about $3.86M)
Wells Fargo & Company
28,666 shares (about $2.30M)
Berkshire Hathaway
3,764 shares (about $1.83M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRwwm, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$290,085,995$3,856,620 -1.3%2,557,85224.0%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$144,785,413$2,296,695 -1.6%1,807,12712.0%Finance
Daily Journal Corp. (S.C.) stock logo
DJCO
Daily Journal Corp. (S.C.)
$141,412,370$4,004,197 2.9%334,90211.7%Consumer Staples
Carter's, Inc. stock logo
CRI
Carter's
$122,803,583$56,804,360 86.1%4,075,79110.1%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$118,519,622$1,828,438 -1.5%243,9839.8%Finance
Polaris Inc. stock logo
PII
Polaris
$97,620,026$261,298 0.3%2,401,4778.1%Auto/Tires/Trucks
Fox Factory Holding Corp. stock logo
FOXF
Fox Factory
$84,540,457$8,235,509 -8.9%3,259,0777.0%Auto/Tires/Trucks
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$51,142,907$39,853,968 -43.8%474,5914.2%Energy
Microsoft Corporation stock logo
MSFT
Microsoft
$46,332,249$421,804 -0.9%93,1473.8%Computer and Technology
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$33,477,980$848,962 -2.5%1,296,5912.8%Consumer Staples
Whirlpool Corporation stock logo
WHR
Whirlpool
$33,398,823$1,930,927 6.1%329,8672.8%Consumer Discretionary
AMC Networks Inc. stock logo
AMCX
AMC Networks
$20,879,263$3,869,248 22.7%3,330,0261.7%Consumer Discretionary
Winnebago Industries, Inc. stock logo
WGO
Winnebago Industries
$8,399,676$8,399,676 New Holding289,6440.7%Construction
Helen of Troy Limited stock logo
HELE
Helen of Troy
$5,473,395$5,473,395 New Holding192,8610.5%Consumer Staples
Wabash National Corporation stock logo
WNC
Wabash National
$3,340,871$533,669 -13.8%314,2870.3%Auto/Tires/Trucks
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,042,424$68,979 -2.2%10,3210.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,637,872$486,048 -22.9%7,9830.1%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$1,521,337$40,444 -2.6%6,1690.1%Business Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,062,325$3,950 0.4%6,7240.1%Computer and Technology
First American Financial Corporation stock logo
FAF
First American Financial
$946,4500.0%15,4170.1%Finance
The Progressive Corporation stock logo
PGR
Progressive
$317,830$317,830 New Holding1,1910.0%Finance
Oracle Corporation stock logo
ORCL
Oracle
$288,592$288,592 New Holding1,3200.0%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$0$202,416 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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