☆RWWM, Inc.
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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Holdings · 42 positions · portfolio value $1,353M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess 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
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | 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.
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