Filed: 2/13/2023ACC: 0001085146-23-001136
π What this filing means
RWWM, INC. filed this quarterly 13FβHR report disclosing 14 equity positions with a total reported market value of $761.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$761.37M
Total AUM (reported)
9.72M
Total Shares
Allocation by class
COM$418.72M55.0%
SPONSORED ADS$212.90M28.0%
CL B NEW$88.87M11.7%
SPONSORED ADR$40.88M5.4%
Portfolio Concentration
Top 3$437.84M57.5%
4β10$320.06M42.0%
11β25$3.47M0.5%
Top 3 weight
57.5%
Top 10 weight
99.5%
Voting Authority Distribution
Total shares with voting rights: 9.72M
Sole
Full voting authority
1.23M
shares
% of voting shares12.6%
Shared
Joint voting authority
25.29K
shares
% of voting shares0.3%
None
No voting authority
8.47M
shares
% of voting shares87.1%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeNone Β· 87.1% of voting shares
Institutional Holdings14
Rows:
ALIBABA GROUP HLDG LTD
SOLEShares2.42M
TypeSH
Market value$212.90M
27.96%
Sole
583K
Shared
13.79K
None
1.82M
EXXON MOBIL CORP
SOLEShares1.19M
TypeSH
Market value$131.73M
17.30%
Sole
189.44K
Shared
0.00
None
1M
WELLS FARGO CO NEW
SOLEShares2.26M
TypeSH
Market value$93.21M
12.24%
Sole
302.50K
Shared
0.00
None
1.96M
BERKSHIRE HATHAWAY INC DEL
SOLEShares287.68K
TypeSH
Market value$88.87M
11.67%
Sole
9.81K
Shared
1.47K
None
276.40K
KRAFT HEINZ CO
SOLEShares1.91M
TypeSH
Market value$77.60M
10.19%
Sole
40.47K
Shared
0.00
None
1.87M
DAILY JOURNAL CORP
SOLEShares298.43K
TypeSH
Market value$74.76M
9.82%
Sole
35.96K
Shared
7.80K
None
254.67K
POSCO HOLDINGS INC
SOLEShares750.50K
TypeSH
Market value$40.88M
5.37%
Sole
2.39K
Shared
2.22K
None
745.89K
MICROSOFT CORP
SOLEShares101.09K
TypeSH
Market value$24.24M
3.18%
Sole
49.68K
Shared
0.00
None
51.41K
WABASH NATL CORP
SOLEShares449.88K
TypeSH
Market value$10.17M
1.34%
Sole
6.52K
Shared
0.00
None
443.36K
INTERNATIONAL BUSINESS MACHS
SOLEShares25.14K
TypeSH
Market value$3.54M
0.47%
Sole
8.80K
Shared
0.00
None
16.34K
REPUBLIC SVCS INC
SOLEShares11.45K
TypeSH
Market value$1.48M
0.19%
Sole
134.00
Shared
0.00
None
11.31K
APPLE INC
SOLEShares7K
TypeSH
Market value$909.3K
0.12%
Sole
0.00
Shared
0.00
None
7K
FIRST AMERN FINL CORP
SOLEShares15.42K
TypeSH
Market value$806.9K
0.11%
Sole
0.00
Shared
0.00
None
15.42K
MCDONALDS CORP
SOLEShares1.05K
TypeSH
Market value$276.4K
0.04%
Sole
0.00
Shared
0.00
None
1.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.42M | SH | $212.90M 27.96% | 583K | 13.79K | 1.82M |
EXXON MOBIL CORPSOLE | COM | 1.19M | SH | $131.73M 17.30% | 189.44K | 0.00 | 1M |
WELLS FARGO CO NEWSOLE | COM | 2.26M | SH | $93.21M 12.24% | 302.50K | 0.00 | 1.96M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 287.68K | SH | $88.87M 11.67% | 9.81K | 1.47K | 276.40K |
KRAFT HEINZ COSOLE | COM | 1.91M | SH | $77.60M 10.19% | 40.47K | 0.00 | 1.87M |
DAILY JOURNAL CORPSOLE | COM | 298.43K | SH | $74.76M 9.82% | 35.96K | 7.80K | 254.67K |
POSCO HOLDINGS INCSOLE | SPONSORED ADR | 750.50K | SH | $40.88M 5.37% | 2.39K | 2.22K | 745.89K |
MICROSOFT CORPSOLE | COM | 101.09K | SH | $24.24M 3.18% | 49.68K | 0.00 | 51.41K |
WABASH NATL CORPSOLE | COM | 449.88K | SH | $10.17M 1.34% | 6.52K | 0.00 | 443.36K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 25.14K | SH | $3.54M 0.47% | 8.80K | 0.00 | 16.34K |
REPUBLIC SVCS INCSOLE | COM | 11.45K | SH | $1.48M 0.19% | 134.00 | 0.00 | 11.31K |
APPLE INCSOLE | COM | 7K | SH | $909.3K 0.12% | 0.00 | 0.00 | 7K |
FIRST AMERN FINL CORPSOLE | COM | 15.42K | SH | $806.9K 0.11% | 0.00 | 0.00 | 15.42K |
MCDONALDS CORPSOLE | COM | 1.05K | SH | $276.4K 0.04% | 0.00 | 0.00 | 1.05K |