Rwwm
Scott Roseman & Aaron Wagner
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
40
Market Value
$1.4B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
$DJCO
DAILY JOURNAL CORP
15.7%
% of Portfolio
$BABA
Alibaba Group Holding Limited
15.7%
% of Portfolio
$WFC
Wells Fargo & Company
10.3%
% of Portfolio
$BRK.B
Berkshire Hathaway Inc.
9.5%
% of Portfolio
$WHR
Whirlpool Corporation
9.2%
% of Portfolio
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| DJCO | 15.7% | 12.7% | 12.3% | 11.3% |
| BABA | 15.7% | 19.8% | 24.0% | 31.5% |
| WFC | 10.3% | 10.0% | 11.3% | 10.7% |
| BRK.B | 9.5% | 8.5% | 8.4% | 8.8% |
| WHR | 9.2% | 9.5% | 4.1% | - |
| FOXF | 6.7% | 6.7% | 6.2% | 4.5% |
| SGOV | 6.3% | 5.3% | 5.3% | - |
| CRI | 4.4% | 6.1% | 10.1% | 11.9% |
| KHC | 4.1% | 5.3% | 4.2% | 3.2% |
| XOM | 3.0% | 4.0% | - | 3.4% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$DJCO
15.7%
$BABA
15.7%
$WFC
10.3%
$BRK.B
9.5%
$WHR
9.2%
$FOXF
6.7%
$SGOV
6.3%
$CRI
4.4%
$KHC
4.1%
$XOM
3.0%
$PII
2.5%
$MSFT
2.5%
$LULU
2.0%
$ADBE
1.6%
$CROX
1.4%
$AMCX
1.0%
$HELE
1.0%
$HRB
0.8%
$TME
0.7%
$WGO
0.3%
$COST
0.3%
$AAPL
0.2%
$IBM
0.1%
$RSG
0.1%
$TBLL
0.1%
$NVDA
0.1%
$GILD
0.1%
$BRK.A
0.1%
$ACN
0.0%
$CVX
0.0%
$SBUX
0.0%
$GOOG
0.0%
$IVV
0.0%
$SYK
0.0%
$USFD
0.0%
$GOOGL
0.0%
$ORCL
0.0%
$TJX
0.0%
$XPOF
0.0%
$AMZN
0.0%