Pacifica Capital Investments, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FLOOR & DECOR HOLDINGS INC(FND) | 6,279 | 224,226 | +217,947 | 382,328 | 11,390,681 | 3.88% | +11,008,353 |
| NIKE INC CLASS B(NKE) | 147,098 | 327,315 | +180,217 | 9,371,614 | 17,288,778 | 5.89% | +7,917,164 |
| ACADEMY SPORTS & OUTDOOR(ASO) | 451,322 | 436,039 | -15,283 | 22,548,047 | 24,614,402 | 8.38% | +2,066,355 |
| STARBUCKS CORP(SBUX) | 247,309 | 246,247 | -1,062 | 20,825,891 | 22,061,269 | 7.51% | +1,235,378 |
| KURA SUSHI USA INC | 43,900 | 43,350 | -550 | 2,297,287 | 3,025,397 | 1.03% | +728,110 |
| RENTOKIL INITIAL PLC F(RTO) | 475,233 | 465,233 | -10,000 | 14,000,364 | 14,645,535 | 4.99% | +645,171 |
| ACCO BRANDS CORP | 10,000 | 10,000 | 0 | 37,300 | 30,000 | 0.01% | -7,300 |
| WELLS FARGO & CO(WFC) | 7,335 | 7,335 | 0 | 683,622 | 583,939 | 0.20% | -99,683 |
| CNA FINL CORP(CNA) | 25,319 | 24,119 | -1,200 | 1,208,729 | 1,107,544 | 0.38% | -101,185 |
| BERKSHIRE HATHAWAY CL A | 13 | 13 | 0 | 9,812,400 | 9,335,820 | 3.18% | -476,580 |
| GOLDMAN SACHS GROUP INC(GS) | 8,603 | 8,163 | -440 | 7,562,037 | 6,905,816 | 2.35% | -656,221 |
| AMERICAN EXPRESS CO(AXP) | 17,993 | 17,993 | 0 | 6,656,510 | 5,442,523 | 1.85% | -1,213,987 |
| BERKSHIRE HATHAWAY CL B | 193,159 | 188,739 | -4,420 | 97,091,371 | 90,443,729 | 30.79% | -6,647,642 |
| BUILD-A-BEAR WORKSHOP IN | 1,014,309 | 1,006,159 | -8,150 | 62,146,712 | 37,680,655 | 12.83% | -24,466,057 |
| FIVE BELOW INC(FIVE) | 596,995 | 215,320 | -381,675 | 112,449,978 | 49,196,314 | 16.75% | -63,253,664 |