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Pacifica Capital Investments, LLC

Q4 2023 · 13F-HR

Pacifica Capital Investments, LLCholdings as filed

Filed 2024-02-09 · accession 0001104659-24-013006

$337.0M
Reported value
19
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33829M101FIVEFIVE BELOW INC$108.8M32.3%510,349CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY CL B$78.3M23.2%219,396CommonSHARED
855244109SBUXSTARBUCKS CORP$40.8M12.1%425,054CommonSOLE
02079K107GOOGALPHABET INC$31.0M9.18%219,617CommonSHARED
655664100JWNUSDNORDSTROM INC$14.9M4.43%809,503CommonSHARED
00402L107ASOACADEMY SPORTS & OUTDOORS$14.9M4.42%225,830CommonSHARED
120076104BBWBUILD-A-BEAR WORKSHOP INC$14.9M4.41%646,414CommonSHARED
084670108BRK/ABERKSHIRE HATHAWAY CL A$7.1M2.09%13CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6.3M1.87%81,321CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$4.0M1.17%97,789CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$3.6M1.05%9,208CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$3.5M1.05%107,664CommonSHARED
025816109AXPAMERICAN EXPRESS CO$3.4M1.00%18,020CommonSOLE
126117100CNACNA FINL CORP$2.1M0.61%48,654CommonSHARED
037833100AAPLAPPLE INC$1.6M0.47%8,263CommonSHARED
099406100BOOTBOOT BARN HLDGS INC$882,0000.26%11,484CommonSHARED
086516101BBYBEST BUY INC$677,0000.20%8,650CommonSHARED
949746101WMT2WELLS FARGO & CO$410,0000.12%8,335CommonSOLE
00081T108ACCOACCO BRANDS CORP$91,0000.03%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.