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Pacifica Capital Investments, LLC

Q3 2023 · 13F-HR

Pacifica Capital Investments, LLCholdings as filed

Filed 2023-11-07 · accession 0001104659-23-115146

$310.6M
Reported value
20
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33829M101FIVEFIVE BELOW INC$83.4M26.9%518,585CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY CL B$78.9M25.4%225,274CommonSHARED
855244109SBUXSTARBUCKS CORP$41.0M13.2%449,424CommonSOLE
02079K107GOOGALPHABET INC$38.9M12.5%295,212CommonSHARED
655664100JWNUSDNORDSTROM INC$14.6M4.70%977,163CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$11.1M3.56%127,465CommonSHARED
00402L107ASOACADEMY SPORTS & OUTDOORS$8.9M2.86%188,054CommonSHARED
084670108BRK/ABERKSHIRE HATHAWAY CL A$6.9M2.22%13CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$6.8M2.20%186,389CommonSHARED
018581108BFHBREAD FINANCIAL HOLDINGS INC$4.6M1.47%133,731CommonSHARED
120076104BBWBUILD-A-BEAR WORKSHOP INC$4.1M1.32%139,162CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$3.0M0.97%9,310CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.7M0.88%18,295CommonSOLE
126117100CNACNA FINL CORP$2.0M0.64%50,654CommonSHARED
037833100AAPLAPPLE INC$1.4M0.46%8,263CommonSHARED
099406100BOOTBOOT BARN HLDGS INC$936,0000.30%11,534CommonSHARED
086516101BBYBEST BUY INC$608,0000.20%8,750CommonSHARED
949746101WMT2WELLS FARGO & CO$361,0000.12%8,835CommonSOLE
713448108PEPPEPSICO INC$204,0000.07%1,203CommonSOLE
00081T108ACCOACCO BRANDS CORP$86,0000.03%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.