Vault-13

Pacifica Capital Investments, LLC

LEANDER, TX · CIK 1486713 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2003 · limited liability company

$292.9m reported value -0.3% vs Q1 2026
15positions
96.1%in top 10
0 new 4 added 4 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 188,467 $94.3m32.20% 32.20% ReducedShares held: Q3 2025 193.8k, Q4 2025 193.2k, Q1 2026 188.7k, Q2 2026 188.5k -272 -272 -0.1%
2 FIVE BELOW INC COM FIVE FIVE 205,622 $37.0m12.62% 12.62% ReducedShares held: Q3 2025 721.2k, Q4 2025 597.0k, Q1 2026 215.3k, Q2 2026 205.6k -9.7k -9,698 -4.5%
3 BUILD-A-BEAR WORKSHOP INC COM BBW BBW 1,111,213 $34.0m11.61% 11.61% AddedShares held: Q3 2025 1.0m, Q4 2025 1.0m, Q1 2026 1.0m, Q2 2026 1.1m +105.1k +105,054 10.4%
4 STARBUCKS CORP COM SBUX SBUX 246,247 $25.2m8.59% 8.59% UnchangedShares held: Q3 2025 247.3k, Q4 2025 247.3k, Q1 2026 246.2k, Q2 2026 246.2k
5 NIKE INC CL B NKE NKE 505,786 $20.8m7.09% 7.09% AddedShares held: Q3 2025 146.0k, Q4 2025 147.1k, Q1 2026 327.3k, Q2 2026 505.8k +178.5k +178,471 54.5%
6 ACADEMY SPORTS & OUTDOORS IN COM ASO ASO 435,456 $20.5m7.01% 7.01% ReducedShares held: Q3 2025 452.6k, Q4 2025 451.3k, Q1 2026 436.0k, Q2 2026 435.5k -583 -583 -0.1%
7 FLOOR & DECOR HLDGS INC CL A FND FND 313,372 $18.6m6.35% 6.35% AddedShares held: Q3 2025 0, Q4 2025 6.3k, Q1 2026 224.2k, Q2 2026 313.4k +89.1k +89,146 39.8%
8 RENTOKIL INITIAL PLC SPONSORED ADR RTO RTO 464,803 $13.3m4.54% 4.54% ReducedShares held: Q3 2025 475.7k, Q4 2025 475.2k, Q1 2026 465.2k, Q2 2026 464.8k -430 -430 -0.1%
9 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 13 $9.7m3.32% 3.32% UnchangedShares held: Q3 2025 13, Q4 2025 13, Q1 2026 13, Q2 2026 13
10 GOLDMAN SACHS GROUP INC COM GS GS 8,163 $8.3m2.82% 2.82% UnchangedShares held: Q3 2025 8.9k, Q4 2025 8.6k, Q1 2026 8.2k, Q2 2026 8.2k
11 AMERICAN EXPRESS CO COM AXP AXP 17,993 $6.1m2.08% 2.08% UnchangedShares held: Q3 2025 18.0k, Q4 2025 18.0k, Q1 2026 18.0k, Q2 2026 18.0k
12 KURA SUSHI USA INC CL A COM KRUS KRUS 58,596 $3.4m1.15% 1.15% AddedShares held: Q3 2025 40.7k, Q4 2025 43.9k, Q1 2026 43.4k, Q2 2026 58.6k +15.2k +15,246 35.2%
13 CNA FINL CORP COM CNA CNA 24,119 $1.2m0.40% 0.40% UnchangedShares held: Q3 2025 25.3k, Q4 2025 25.3k, Q1 2026 24.1k, Q2 2026 24.1k
14 WELLS FARGO CO NEW COM WFC WFC 7,335 $606.2k0.21% 0.21% UnchangedShares held: Q3 2025 7.3k, Q4 2025 7.3k, Q1 2026 7.3k, Q2 2026 7.3k
15 ACCO BRANDS CORP COM ACCO ACCO 10,000 $41.6k0.01% 0.01% UnchangedShares held: Q3 2025 10.0k, Q4 2025 10.0k, Q1 2026 10.0k, Q2 2026 10.0k

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
BUILD-A-BEAR WORKSHOP INC BBW · 13G · filed 2026-10-02 BBW 10.2%≈ $38.6m new 13G 2026-10-02