Fund Universe

RWWM, Inc.

CIK 0001507683 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.886
AUM ($M)
1,353
Positions
40
Turnover
0.10
Top-10 wt
85%
Herfindahl
0.093
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 42 positions · portfolio value $1,353M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
DJCO funds › DAILY JOURNAL CORP TRIM 15.7% +3.0% 213.0 354,295 -6,265 5
BABA funds › ALIBABA GROUP HLDG LTD ADD 15.7% -4.1% 212.8 2,217,364 +55,587 5
WFC funds › WELLS FARGO & CO TRIM 10.3% +0.3% 138.9 1,680,197 -41,147 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 9.5% +0.9% 128.1 255,944 +12,351 5
WHR funds › WHIRLPOOL CORP ADD 9.1% -0.4% 123.8 3,140,419 +717,801 5
CUSIP:35138V102 funds › FOX FACTORY HLDG CORP TRIM 6.7% +0.1% 91.2 5,381,694 -151,378 5
SGOV funds › ISHARES TR ADD 6.3% +1.0% 85.1 845,240 +124,462 3
CRI funds › CARTERS INC TRIM 4.4% -1.7% 59.4 1,444,045 -898,314 5
KHC funds › KRAFT HEINZ CO TRIM 4.1% -1.2% 55.5 2,349,610 -854,988 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 3.0% -0.9% 41.2 301,524 -19,979 5
PII funds › POLARIS INC TRIM 2.5% -1.0% 34.2 499,211 -388,750 5
MSFT funds › MICROSOFT CORP TRIM 2.5% +0.0% 33.7 90,349 -309 5
LULU funds › LULULEMON ATHLETICA INC ADD 2.0% +1.2% 26.9 235,581 +162,196 2
ADBE funds › ADOBE INC ADD 1.6% +0.7% 21.4 104,151 +53,646 2
CROX funds › CROCS INC NEW 1.4% +1.4% 19.3 160,316 +160,316 1
AMCX funds › AMC GLOBAL MEDIA INC TRIM Common Stock 1.0% +0.3% 14.0 1,401,949 -121,019 5
HELE funds › HELEN OF TROY LTD TRIM 1.0% -0.2% 13.8 474,611 -699,218 5
HRB funds › BLOCK H & R INC TRIM 0.8% -0.0% 11.3 296,272 -64,082 2
TME funds › TENCENT MUSIC ENTMT GROUP NEW 0.7% +0.7% 8.9 1,054,403 +1,054,403 1
WGO funds › WINNEBAGO INDS INC TRIM 0.3% -0.1% 4.1 129,757 -36,466 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.3% -0.0% 4.0 4,319 +92 4
AAPL funds › APPLE INC ADD 0.2% +0.0% 2.3 7,841 +559 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% +0.0% 1.8 6,378 -9 5
RSG funds › REPUBLIC SVCS INC TRIM 0.1% -0.0% 1.3 6,006 -72 5
TBLL funds › INVESCO EXCH TRADED FD TR II TRIM 0.1% -0.0% 1.2 11,684 -242 3
NVDA funds › NVIDIA CORPORATION ADD 0.1% +0.0% 1.2 5,919 +179 5
GILD funds › GILEAD SCIENCES INC HOLD 0.1% -0.0% 0.9 7,169 +0 4
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL NEW 0.1% +0.1% 0.7 1 +1 1
ACN funds › ACCENTURE PLC IRELAND TRIM 0.0% -0.0% 0.5 3,960 -193 4
CVX funds › CHEVRON CORPORATION ADD 0.0% -0.0% 0.5 2,728 +105 4
SBUX funds › STARBUCKS CORP ADD 0.0% +0.0% 0.4 4,079 +5 4
GOOG funds › ALPHABET INC NEW 0.0% +0.0% 0.3 815 +815 1
IVV funds › ISHARES TR TRIM 0.0% +0.0% 0.3 381 -11 3
SYK funds › STRYKER CORPORATION NEW 0.0% +0.0% 0.3 803 +803 1
USFD funds › US FOODS HLDG CORP NEW 0.0% +0.0% 0.2 2,137 +2,137 1
GOOGL funds › ALPHABET INC NEW 0.0% +0.0% 0.2 605 +605 1
ORCL funds › ORACLE CORP TRIM 0.0% -0.0% 0.2 1,460 -27 5
TJX funds › TJX COS INC NEW ADD 0.0% -0.0% 0.2 1,371 +4 4
XPOF funds › XPONENTIAL FITNESS INC HOLD 0.0% +0.0% 0.2 30,000 +0 4
AMZN funds › AMAZON COM INC NEW 0.0% +0.0% 0.2 851 +851 1
FAF funds › FIRST AMERN FINL CORP EXIT 0.0% -0.1% 0.0 0 -29,057 0
WNC funds › WABASH NATL CORP EXIT 0.0% -0.0% 0.0 0 -55,375 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,353 40 0.10 85% 0.093 0.885 in
2026Q1 1,370 34 0.11 88% 0.099 0.891 in
2025Q4 1,455 34 0.11 90% 0.116 0.885 in
2025Q3 1,401 33 0.11 93% 0.154 0.896 in
2025Q2 1,211 22 0.09 93% 0.122 0.920 entered
2025Q1 1,242 19 0.00 95% 0.135 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status