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Pacifica Capital Investments, LLC

Q2 2023 · 13F-HR

Pacifica Capital Investments, LLCholdings as filed

Filed 2023-08-14 · accession 0001104659-23-091193

$324.8M
Reported value
18
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33829M101FIVEFIVE BELOW INC$102.0M31.4%518,816CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY CL B$77.4M23.8%226,951CommonSHARED
855244109SBUXSTARBUCKS CORP$44.7M13.8%451,110CommonSOLE
02079K107GOOGALPHABET INC$38.6M11.9%318,767CommonSHARED
655664100JWNUSDNORDSTROM INC$20.1M6.18%980,598CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$11.0M3.39%132,070CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$7.1M2.20%215,439CommonSHARED
084670108BRK/ABERKSHIRE HATHAWAY CL A$6.7M2.07%13CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$4.2M1.30%134,458CommonSHARED
025816109AXPAMERICAN EXPRESS CO$3.2M0.98%18,295CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.0M0.92%9,310CommonSOLE
126117100CNACNA FINL CORP$2.0M0.61%51,454CommonSHARED
099406100BOOTBOOT BARN HLDGS INC$1.8M0.57%21,684CommonSHARED
037833100AAPLAPPLE INC$1.6M0.49%8,240CommonSHARED
086516101BBYBEST BUY INC$717,0000.22%8,750CommonSHARED
949746101WMT2WELLS FARGO & CO$377,0000.12%8,835CommonSOLE
713448108PEPPEPSICO INC$223,0000.07%1,203CommonSOLE
00081T108ACCOACCO BRANDS CORP$78,0000.02%15,000CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.