RWWM, Inc.
RIA/Wealth
RWWM, Inc. is a RIA/Wealth based in Rocklin, CA led by Aaron John Wagner, managing $1.4B across 33 long positions as of Q3 2025 with 32% Unknown concentration, 93% concentrated in top 10 holdings, and 31% allocation to BABA.
PresidentAaron John Wagner
- Portfolio Value
- $1.4B
- Positions
- 33
- Top Holding
- BABA at 31.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RWWM, Inc.'s portfolio (93.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $440.9M | 31.48% | -$16.3M Sold | — 2.5M shares | |
Apparel - Retail Consumer Cyclical | $166.5M | 11.89% | +$51.5M Bought | 16.19% 5.9M shares | |
Software - Application Technology | $157.7M | 11.26% | +$1.9M Bought | 24.61% 338.9K shares | |
Banks - Diversified Financial Services | $150.2M | 10.73% | -$1.2M Sold | 0.06% 1.8M shares | |
Insurance - Diversified Financial Services | $122.8M | 8.77% | +$137.2K Bought | 0.01% 244.3K shares | |
Auto - Recreational Vehicles Consumer Cyclical | $63.1M | 4.51% | -$76.5M Sold | 1.93% 1.1M shares | |
Auto - Parts Consumer Cyclical | $62.4M | 4.46% | -$16.8M Sold | 6.15% 2.6M shares | |
Software - Infrastructure Technology | $48.1M | 3.43% | -$158.5K Sold | 0.00% 92.8K shares | |
Oil & Gas Integrated Energy | $47.0M | 3.36% | -$6.5M Sold | 0.01% 417.1K shares | |
Packaged Foods Consumer Defensive | $44.8M | 3.20% | +$11.1M Bought | 0.15% 1.7M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RWWM, Inc.'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 | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-54.79% | |
-48.62% | |
-39.81% | |
-34.94% | |
-21.16% |
Analytics
Portfolio insights and performance metrics for RWWM, Inc.
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