RWWM, Inc. Portfolio Holdings
Q3 2025•33 long positions•$1.4B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding33 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $440.9M 31.48% | -$16.3M Sold | — 2.5M shares | 2.6M → 2.5M −$16.3M | -3.56% | — — | Q4 2022 Held for 2y 11m | |
Apparel - Retail Consumer Cyclical | $166.5M 11.89% | +$51.5M Bought | 16.19% 5.9M shares | 4.1M → 5.9M +$51.5M | +44.76% | $1.0B Small Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $157.7M 11.26% | +$1.9M Bought | 24.61% 338.9K shares | 334.9K → 338.9K +$1.9M | +1.21% | $640.7M Small Cap | Q4 2012 Held for 12y 11m | |
Banks - Diversified Financial Services | $150.2M 10.73% | -$1.2M Sold | 0.056% 1.8M shares | 1.8M → 1.8M −$1.2M | -0.82% | $268.51B Mega Cap | Q2 2020 Held for 5y 5m | |
Insurance - Diversified Financial Services | $122.8M 8.77% | +$137.2K Bought | 0.011% 244.3K shares | 244.0K → 244.3K +$137.2K | +0.11% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Auto - Recreational Vehicles Consumer Cyclical | $63.1M 4.51% | -$76.5M Sold | 1.93% 1.1M shares | 2.4M → 1.1M −$76.5M | -54.79% | $3.3B Mid Cap | Q4 2023 Held for 1y 11m | |
Auto - Parts Consumer Cyclical | $62.4M 4.46% | -$16.8M Sold | 6.15% 2.6M shares | 3.3M → 2.6M −$16.8M | -21.16% | $1.0B Small Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $48.1M 3.43% | -$158.5K Sold | 0.001% 92.8K shares | 93.1K → 92.8K −$158.5K | -0.33% | $3.85T Mega Cap | Q4 2012 Held for 12y 11m | |
Oil & Gas Integrated Energy | $47.0M 3.36% | -$6.5M Sold | 0.01% 417.1K shares | 474.6K → 417.1K −$6.5M | -12.12% | $480.68B Mega Cap | Q1 2018 Held for 7y 8m | |
Packaged Foods Consumer Defensive | $44.8M 3.2% | +$11.1M Bought | 0.145% 1.7M shares | 1.3M → 1.7M +$11.1M | +32.8% | $30.8B Large Cap | Q1 2019 Held for 6y 8m | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $43.7M 3.12% | +$17.7M Bought | 0.994% 555.4K shares | 329.9K → 555.4K +$17.7M | +68.36% | $4.4B Mid Cap | Q2 2024 Held for 1y 5m | |
Entertainment Communication Services | $14.1M 1.01% | -$13.3M Sold | 3.94% 1.7M shares | 3.3M → 1.7M −$13.3M | -48.62% | $357.5M Small Cap | Q3 2023 Held for 2y 2m | |
Household & Personal Products Consumer Defensive | $13.0M 0.927% | +$8.1M Bought | 2.24% 515.2K shares | 192.9K → 515.2K +$8.1M | +167.12% | $578.5M Small Cap | Q2 2025 Held for 5 months | |
Auto - Recreational Vehicles Consumer Cyclical | $5.8M 0.416% | -$3.9M Sold | 0.622% 174.3K shares | 289.6K → 174.3K −$3.9M | -39.81% | $937.3M Small Cap | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $4.0M 0.284% | +$4.0M New | 0.001% 4.3K shares | 0 → 4.3K +$4.0M | New | $410.27B Mega Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $2.9M 0.206% | -$32.7K Sold | 0.001% 10.2K shares | 10.3K → 10.2K −$32.7K | -1.12% | $262.84B Mega Cap | Q1 2015 Held for 10y 8m | |
Consumer Electronics Technology | $2.2M 0.155% | +$138.8K Bought | 0.0% 8.5K shares | 8.0K → 8.5K +$138.8K | +6.83% | $3.78T Mega Cap | Q3 2018 Held for 7y 2m | |
Agricultural - Machinery Industrials | $2.0M 0.144% | -$1.1M Sold | 0.499% 204.5K shares | 314.3K → 204.5K −$1.1M | -34.94% | $404.1M Small Cap | Q2 2020 Held for 5y 5m | |
Insurance - Specialty Financial Services | $1.9M 0.133% | +$876.2K Bought | 0.029% 29.1K shares | 15.4K → 29.1K +$876.2K | +88.47% | $6.5B Mid Cap | Q1 2017 Held for 8y 8m | |
Semiconductors Technology | $1.5M 0.105% | +$213.1K Bought | 0.0% 7.9K shares | 6.7K → 7.9K +$213.1K | +16.98% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Waste Management Industrials | $1.4M 0.101% | -$229.5 Sold | 0.002% 6.2K shares | 6.2K → 6.2K −$229.5 | -0.02% | $71.6B Large Cap | Q4 2012 Held for 12y 11m | |
Information Technology Services Technology | $1.1M 0.078% | +$1.1M New | 0.001% 4.4K shares | 0 → 4.4K +$1.1M | New | $153.39B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $795.8K 0.057% | +$795.8K New | 0.001% 7.2K shares | 0 → 7.2K +$795.8K | New | $137.73B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $418.5K 0.03% | +$418.5K Bought | 0.0% 2.7K shares | — | — | $312.88B Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $371.2K 0.027% | — | 0.0% 1.3K shares | — | — | $801.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Restaurants Consumer Cyclical | $338.4K 0.024% | +$338.4K New | 0.0% 4.0K shares | 0 → 4.0K +$338.4K | New | $96.2B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Property & Casualty Financial Services | $294.1K 0.021% | — | 0.0% 1.2K shares | — | — | $144.81B Large Cap | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $249.1K 0.018% | +$249.1K Bought | 0.0% 2.4K shares | — | — | $821.68B Mega Cap | Q3 2025 Held for 2 months | |
Leisure Consumer Cyclical | $233.7K 0.017% | +$233.7K New | 0.085% 30.0K shares | 0 → 30.0K +$233.7K | New | $273.4M Micro Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $233.3K 0.017% | +$233.3K New | 0.0% 631.0 shares | 0 → 631.0 +$233.3K | New | $141.33B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $218.6K 0.016% | +$218.6K New | 0.0% 969.0 shares | 0 → 969.0 +$218.6K | New | $76.4B Large Cap | Q3 2025 Held for 2 months | |
Apparel - Retail Consumer Cyclical | $209.9K 0.015% | +$209.9K New | 0.0% 1.5K shares | 0 → 1.5K +$209.9K | New | $160.86B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $209.3K 0.015% | +$209.3K New | 0.001% 400.0 shares | 0 → 400.0 +$209.3K | New | $22.6B Large Cap | Q3 2025 Held for 2 months |
