RWWM, Inc.
CIK: 1507683SEC EDGAR →
Portfolio Value
$610.4B
Holdings
34
As of
Q1 2026
New Positions
34
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WELLS FARGO & CO | 1,721,344 | $137.0B | 22.45% |
| 2 | WHIRLPOOL CORP | 2,422,618 | $130.6B | 21.40% |
| 3 | FOX FACTORY HLDG CORP | 5,533,072 | $91.1B | 14.92% |
| 4 | CARTERS INC | 2,342,359 | $83.8B | 13.72% |
| 5 | KRAFT HEINZ CO | 3,204,598 | $72.1B | 11.81% |
| 6 | POLARIS INC | 887,961 | $48.4B | 7.93% |
| 7 | HELEN OF TROY LTD | 1,173,829 | $16.9B | 2.77% |
| 8 | BLOCK H & R INC | 360,354 | $11.4B | 1.87% |
| 9 | AMC NETWORKS INC | 1,522,968 | $10.3B | 1.69% |
| 10 | WINNEBAGO INDS INC | 166,223 | $5.2B | 0.84% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 11 | $371.3B | 60.8% |
| Financial Services | 5 | $138.9B | 22.8% |
| Consumer Defensive | 3 | $89.0B | 14.6% |
| Communication Services | 1 | $10.3B | 1.7% |
| Industrials | 2 | $478.7M | 0.1% |
| Technology | 8 | $225.2M | 0.0% |
| Unknown | 1 | $116.7M | 0.0% |
| Energy | 2 | $55.1M | 0.0% |
| Healthcare | 1 | $999K | 0.0% |