$407 Million is the total value of RWWM, Inc.'s 12 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 45.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $83,919,000 | +133.3% | 470,108 | +139.0% | 20.63% | +81.0% |
| XOM | Sell | EXXON MOBIL CORP | $78,136,000 | -32.4% | 1,747,216 | -42.6% | 19.21% | -47.6% |
| WFC | New | WELLS FARGO CO NEW | $70,056,000 | – | 2,736,562 | +100.0% | 17.22% | – |
| KHC | Sell | KRAFT HEINZ CO | $69,219,000 | +4.7% | 2,170,570 | -18.8% | 17.02% | -18.8% |
| DJCO | Sell | DAILY JOURNAL CORP | $68,829,000 | +16.4% | 254,924 | -1.6% | 16.92% | -9.7% |
| MSFT | Sell | MICROSOFT CORP | $26,224,000 | +15.3% | 128,858 | -10.7% | 6.45% | -10.6% |
| WNC | New | WABASH NATL CORP | $6,139,000 | – | 578,034 | +100.0% | 1.51% | – |
| RUTH | New | RUTHS HOSPITALITY GROUP INC | $1,246,000 | – | 152,646 | +100.0% | 0.31% | – |
| RSG | Sell | REPUBLIC SVCS INC | $954,000 | -4.1% | 11,632 | -12.2% | 0.24% | -25.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $770,000 | -90.0% | 6,371 | -90.8% | 0.19% | -92.3% |
| FAF | FIRST AMERN FINL CORP | $740,000 | +13.1% | 15,417 | 0.0% | 0.18% | -12.1% | |
| AAPL | Buy | APPLE INC | $475,000 | +44.4% | 1,301 | +0.5% | 0.12% | +12.5% |
| KO | Exit | COCA COLA CO | $0 | – | -67,346 | -100.0% | -0.94% | – |
| WMT | Exit | WALMART INC | $0 | – | -28,957 | -100.0% | -1.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DAILY JOURNAL CORP | 44 | Q3 2023 | 29.3% |
| BERKSHIRE HATHAWAY INC DEL | 44 | Q3 2023 | 23.2% |
| MICROSOFT CORP | 44 | Q3 2023 | 23.4% |
| REPUBLIC SVCS INC | 44 | Q3 2023 | 9.2% |
| INTERNATIONAL BUSINESS MACHS | 35 | Q3 2023 | 14.3% |
| WAL-MART STORES INC | 30 | Q1 2020 | 17.4% |
| COCA COLA CO | 30 | Q1 2020 | 15.8% |
| POSCO HOLDINGS INC | 30 | Q3 2023 | 5.9% |
| FIRST AMERN FINL CORP | 27 | Q3 2023 | 0.3% |
| EXXON MOBIL CORP | 23 | Q3 2023 | 36.6% |
View RWWM, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| GEORGE RISK INDUSTRIES, INC. | February 13, 2018 | 229,943 | 4.6% |
View RWWM, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| SC 13G/A | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-13 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-10 |
View RWWM, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.