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| Happy Holidays!! thanks for using AUM13F!! |
| RWWM Inc
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| CRD # | 148221 |
| SEC # | 801-69561 |
| CIK # | 0001507683 |
| AUM | $1.3 B (2025-03-27) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 916-652-1525 |
| Address | 4970 Rocklin Road Rocklin, CA 95677 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alibaba Group Holding Ltd | 290.1 | ||
| Wells Fargo & Co/MN | 144.8 | ||
| Daily Journal Corp | 141.4 | ||
| Carters Inc | 122.8 | ||
| Polaris Industries Inc/MN | 97.6 | ||
| Fox Factory Holding Corp | 84.5 | ||
| Exxon Mobil Corp | 51.1 | ||
| Microsoft Corp | 46.3 | ||
| HJ Heinz Holding Corp | 33.5 | ||
| Whirlpool Corp /DE/ | 33.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Roseman Wagner Partners LP | [2012-09-14] | 31.4 | 133.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 303 | 66.8 |
| (b) Individuals (high net worth individuals) | 247 | 1,020.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 133.1 |
| (g) Pension and profit sharing plans | 37 | 56.8 |
| (h) Charitable organizations | 3 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 18.5 |
| (n) Other | 1 | 0.0 |
| Total | 1,473 | 1,302.9 |
| By Discretionary | ||
| Discretionary | 1,473 | 1,302.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,473 | 1,302.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 1,300.8 | |
| Total | 1,473 | 1,302.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Aaron Wagner | 7 | ||
| Scott Roseman | 1 | ||
| Roseman Wagner GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001507683] | |
| SC 13G | [0001507683] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| RWWM Inc | Fox Factory Holding Corp | [2025-04-25] |
| RWWM Inc | Carters Inc | [2025-04-25] |
| RWWM Inc | AMC Networks Inc | [2025-04-25] |
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