Q2 2025 · 13F-HR
Pacifica Capital Investments, LLCholdings as filed
Filed 2025-08-13 · accession 0001104659-25-077271
$340.0M
Reported value
16
Positions
2025-06-30
Period end
The Brief · Pacifica Capital Investments, LLC · Q2 2025
AI · grounded in 13F
Pacifica Capital Investments, LLC established a new position in Five Below Inc FIVE valued at $96.1M. The fund also initiated stakes in Berkshire Hathaway Cl B BRK/B for $94.2M and Build-A-Bear Workshop Inc BBW for $54.5M. Additional new positions include Starbucks Corp SBUX and Academy Sports & Outdoors ASO.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 33829M101 | FIVE | FIVE BELOW INC | $96.1M | 28.3% | 732,939 | Common | SHARED |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CL B | $94.2M | 27.7% | 193,965 | Common | SHARED |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP INC | $54.5M | 16.0% | 1,056,521 | Common | SHARED |
| 855244109 | SBUX | STARBUCKS CORP | $22.7M | 6.66% | 247,309 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS | $20.3M | 5.97% | 452,970 | Common | SHARED |
| 760125104 | RTO | RENTOKIL INITIAL PLC | $11.4M | 3.36% | 476,258 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $10.4M | 3.05% | 145,971 | Common | SHARED |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY CL A | $9.5M | 2.79% | 13 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $6.3M | 1.86% | 8,943 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $5.7M | 1.69% | 18,020 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $3.5M | 1.03% | 40,702 | Common | SHARED |
| 02079K107 | GOOG | ALPHABET INC | $3.0M | 0.87% | 16,721 | Common | SOLE |
| 126117100 | CNA | CNA FINL CORP | $1.2M | 0.35% | 25,319 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $622,000 | 0.18% | 3,030 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $588,000 | 0.17% | 7,335 | Common | SOLE |
| 00081T108 | ACCO | ACCO BRANDS CORP | $36,000 | 0.01% | 10,000 | Common | SHARED |
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.