RWWM, INC.

ROCKLIN, CA · CIK 1507683 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2008 · corporation

Assets managed$1.5bn
Staff8 · 6 in investment roles
Main clients (by assets)High net worth individuals 77%, Private funds 12%, Individuals 5%
Private funds1 (1 hedge) · $181.5m gross assets
Websiterosemanwagner.com
Form ADV · 2026-03-31SEC adviser record

$1.4bn reported value -1.2% vs Q1 2026

40positions

84.9%in top 10

8 new 12 added 18 reduced 2 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).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DAILY JOURNAL CORP COM DJCO	DJCO	354,295	$213.0m15.74%	15.74%	Reduced -6.3k	-6,265 -1.7%
2	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,217,364	$212.8m15.73%	15.73%	Added +55.6k	+55,587 2.6%
3	WELLS FARGO CO NEW COM WFC	WFC	1,680,197	$138.9m10.26%	10.26%	Reduced -41.1k	-41,147 -2.4%
4	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	255,944	$128.1m9.46%	9.46%	Added +12.4k	+12,351 5.1%
5	WHIRLPOOL CORP COM WHR	WHR	3,140,419	$123.8m9.15%	9.15%	Added +717.8k	+717,801 29.6%
6	FOX FACTORY HLDG CORP COM FOXF	FOXF	5,381,694	$91.2m6.74%	6.74%	Reduced -151.4k	-151,378 -2.7%
7	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	845,240	$85.1m6.29%	6.29%	Added +124.5k	+124,462 17.3%
8	CARTERS INC COM CRI	CRI	1,444,045	$59.4m4.39%	4.39%	Reduced -898.3k	-898,314 -38.4%
9	KRAFT HEINZ CO COM KHC	KHC	2,349,610	$55.5m4.10%	4.10%	Reduced -855.0k	-854,988 -26.7%
10	EXXON MOBIL CORP COM XOM	XOM	301,524	$41.2m3.05%	3.05%	Reduced -20.0k	-19,979 -6.2%
11	POLARIS INC COM PII	PII	499,211	$34.2m2.52%	2.52%	Reduced -388.8k	-388,750 -43.8%
12	MICROSOFT CORP COM MSFT	MSFT	90,349	$33.7m2.49%	2.49%	Reduced -309	-309 -0.3%
13	LULULEMON ATHLETICA INC COM LULU	LULU	235,581	$26.9m1.99%	1.99%	Added +162.2k	+162,196 221.0%
14	ADOBE INC COM ADBE	ADBE	104,151	$21.4m1.58%	1.58%	Added +53.6k	+53,646 106.2%
15	CROCS INC COM CROX	CROX	160,316	$19.3m1.43%	1.43%	New
16	AMC NETWORKS INC CL A AMCX	AMCX	1,401,949	$14.0m1.03%	1.03%	Reduced -121.0k	-121,019 -8.0%
17	HELEN OF TROY LTD COM HELE	HELE	474,611	$13.8m1.02%	1.02%	Reduced -699.2k	-699,218 -59.6%
18	BLOCK H & R INC COM HRB	HRB	296,272	$11.3m0.83%	0.83%	Reduced -64.1k	-64,082 -17.8%
19	TENCENT MUSIC ENTMT GROUP SPON ADS TME	TME	1,054,403	$8.9m0.66%	0.66%	New
20	WINNEBAGO INDS INC COM WGO	WGO	129,757	$4.1m0.30%	0.30%	Reduced -36.5k	-36,466 -21.9%
21	COSTCO WHSL CORP NEW COM COST	COST	4,319	$4.0m0.30%	0.30%	Added +92	+92 2.2%
22	APPLE INC COM AAPL	AAPL	7,841	$2.3m0.17%	0.17%	Added +559	+559 7.7%
23	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,378	$1.8m0.13%	0.13%	Reduced -9	-9 -0.1%
24	REPUBLIC SVCS INC COM RSG	RSG	6,006	$1.3m0.09%	0.09%	Reduced -72	-72 -1.2%
25	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	11,684	$1.2m0.09%	0.09%	Reduced -242	-242 -2.0%
26	NVIDIA CORPORATION COM NVDA	NVDA	5,919	$1.2m0.09%	0.09%	Added +179	+179 3.1%
27	GILEAD SCIENCES INC COM GILD	GILD	7,169	$905.7k0.07%	0.07%	Unchanged
28	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.06%	0.06%	New
29	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,960	$492.8k0.04%	0.04%	Reduced -193	-193 -4.7%
30	CHEVRON CORP NEW COM CVX	CVX	2,728	$452.2k0.03%	0.03%	Added +105	+105 4.0%
31	STARBUCKS CORP COM SBUX	SBUX	4,079	$416.8k0.03%	0.03%	Added +5	+5 0.1%
32	ALPHABET INC CAP STK CL C GOOG	GOOG	815	$288.0k0.02%	0.02%	New
33	ISHARES TR CORE S&P500 ETF IVV	IVV	381	$285.3k0.02%	0.02%	Reduced -11	-11 -2.8%
34	STRYKER CORPORATION COM SYK	SYK	803	$252.7k0.02%	0.02%	New
35	US FOODS HLDG CORP COM USFD	USFD	2,137	$218.5k0.02%	0.02%	New
36	ALPHABET INC CAP STK CL A GOOGL	GOOGL	605	$216.2k0.02%	0.02%	New
37	ORACLE CORP COM ORCL	ORCL	1,460	$214.0k0.02%	0.02%	Reduced -27	-27 -1.8%
38	TJX COS INC NEW COM TJX	TJX	1,371	$207.7k0.02%	0.02%	Added +4	+4 0.3%
39	XPONENTIAL FITNESS INC COM CL A XPOF	XPOF	30,000	$207.6k0.02%	0.02%	Unchanged
40	AMAZON COM INC COM AMZN	AMZN	851	$202.8k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIRST AMERN FINL CORP FAF	FAF	29,057	$1.8m29.1k shares
WABASH NATL CORP WNC	WNC	55,375	$477.3k55.4k shares

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.

Company	Ticker	Stake	Change	Schedule	Last filed
DAILY JOURNAL CORP DJCO · 13G · filed 2026-02-17	DJCO	26.5%≈ $219.6m	+2.2 pts	13G	2026-02-17
FOX FACTORY HLDG CORP FOXF · 13G · filed 2026-02-02	FOXF	12.6%≈ $89.6m	+2.0 pts	13G	2026-02-02