Pacifica Capital Investments, LLC
RIA/Wealth
Pacifica Capital Investments, LLC is a RIA/Wealth led by Kari Nadine Lambert, reporting $622.4M in AUM as of Q3 2025 with 64% Consumer Cyclical concentration, 99% concentrated in top 10 holdings, and 30% allocation to FIVE.
CEOKari Nadine Lambert
- Portfolio Value
- $368.1M
- Positions
- 14
- Top Holding
- FIVE at 30.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pacifica Capital Investments, LLC's portfolio (98.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $111.6M | 30.31% | -$1.8M Sold | 1.31% 721.2K shares | |
Insurance - Diversified Financial Services | $97.5M | 26.47% | -$62.8K Sold | 0.01% 193.8K shares | |
Specialty Retail Consumer Cyclical | $66.2M | 17.98% | -$2.7M Sold | 7.73% 1.0M shares | |
Specialty Retail Consumer Cyclical | $22.6M | 6.15% | -$19.4K Sold | 0.68% 452.6K shares | |
Restaurants Consumer Cyclical | $20.9M | 5.68% | — | 0.02% 247.3K shares | |
Unknown Unknown | $12.0M | 3.26% | +$12.0M New | — 475.7K shares | |
Apparel - Footwear & Accessories Consumer Cyclical | $10.2M | 2.77% | +$1.1K Bought | 0.01% 146.0K shares | |
Insurance - Diversified Financial Services | $9.8M | 2.66% | — | 0.00% 13.0 shares | |
Financial - Capital Markets Financial Services | $7.1M | 1.93% | — | 0.00% 8.9K shares | |
Financial - Credit Services Financial Services | $6.0M | 1.63% | — | 0.00% 18.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pacifica Capital Investments, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+0.01% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-3.96% | |
-1.61% | |
-0.11% |
Analytics
Portfolio insights and performance metrics for Pacifica Capital Investments, LLC
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