RWWM, Inc.
•CIK: 1507683•Filing: Q4 2025
**RWWM, Inc.** manages $1.5B across a portfolio of 34 positions, demonstrating significant conviction in select names. The fund's top holdings reveal a strategic allocation, led by a substantial $348.6M position in BABA and a $179.3M stake in DJCO. Further diversification is evident with notable allocations to WFC ($164.8M), CRI ($146.5M), and BRK/B ($121.6M). This concentrated approach suggests a focus on high-conviction opportunities across technology, financials, and industrials.
Total AUM
$1.5B
QoQ Performance
+3.9%
Positions
33
Top 10 Concentration
89.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BABA
DJCO
WFC
CRI
BRK.B
FOXF
SGOV
BABA24.0%
DJCO12.3%
WFC11.3%
CRI10.1%
BRK.B8.4%
FOXF6.2%
SGOV5.3%
KHC4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.2%
Financial11.3%
Consumer Staples4.2%
Technology3.6%
Energy3.3%
Consumer0.3%
Healthcare0.1%
ETF0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑8 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022