$781 Million is the total value of RWWM, Inc.'s 13 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 15.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Buy | EXXON MOBIL CORP | $172,239,000 | +15.4% | 2,730,484 | +2.2% | 22.06% | -3.9% |
| WFC | Buy | WELLS FARGO CO NEW | $116,981,000 | +18.1% | 2,582,935 | +1.9% | 14.98% | -1.8% |
| KHC | Buy | KRAFT HEINZ CO | $106,832,000 | +2.9% | 2,619,716 | +0.9% | 13.68% | -14.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $102,713,000 | +10.5% | 700,686 | +0.4% | 13.16% | -8.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $91,463,000 | +8.5% | 329,095 | -0.2% | 11.72% | -9.7% |
| DJCO | Buy | DAILY JOURNAL CORP | $85,379,000 | +9.6% | 252,226 | +2.5% | 10.94% | -8.8% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $59,658,000 | – | 263,065 | +100.0% | 7.64% | – |
| MSFT | Sell | MICROSOFT CORP | $33,062,000 | +14.7% | 122,045 | -0.2% | 4.24% | -4.6% |
| WNC | Buy | WABASH NATL CORP | $9,007,000 | -14.5% | 562,948 | +0.4% | 1.15% | -28.9% |
| RSG | REPUBLIC SVCS INC | $1,287,000 | +10.8% | 11,701 | 0.0% | 0.16% | -7.8% | |
| FAF | FIRST AMERN FINL CORP | $961,000 | +10.1% | 15,417 | 0.0% | 0.12% | -8.2% | |
| AAPL | Buy | APPLE INC | $883,000 | +75.9% | 6,448 | +57.0% | 0.11% | +46.8% |
| MCD | MCDONALDS CORP | $223,000 | +2.8% | 966 | 0.0% | 0.03% | -12.1% | |
| USFD | Exit | US FOODS HLDG CORP | $0 | – | -5,708 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
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.