Q1 2026 · 13F-HR
Pacifica Capital Investments, LLCholdings as filed
Filed 2026-05-13 · accession 0001104659-26-060026
$293.8M
Reported value
15
Positions
2026-03-31
Period end
The Brief · Pacifica Capital Investments, LLC · Q1 2026
AI · grounded in 13F
Pacifica Capital Investments, LLC significantly increased its position in FND by 3,471.05%. The fund also accumulated more shares of NKE, increasing the position by 122.51%. Conversely, the fund reduced its holding in FIVE by 63.93% and trimmed its stake in GS by 5.11%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CL B | $90.4M | 30.8% | 188,739 | Common | NONE |
| 33829M101 | FIVE | FIVE BELOW INC | $49.2M | 16.7% | 215,320 | Common | NONE |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP IN | $37.7M | 12.8% | 1,006,159 | Common | NONE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOOR | $24.6M | 8.38% | 436,039 | Common | NONE |
| 855244109 | SBUX | STARBUCKS CORP | $22.1M | 7.51% | 246,247 | Common | NONE |
| 654106103 | NKE | NIKE INC CLASS B | $17.3M | 5.89% | 327,315 | Common | NONE |
| 760125104 | RTO | RENTOKIL INITIAL PLC F | $14.6M | 4.99% | 465,233 | Common | NONE |
| 339750101 | FND | FLOOR & DECOR HOLDINGS INC | $11.4M | 3.88% | 224,226 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY CL A | $9.3M | 3.18% | 13 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $6.9M | 2.35% | 8,163 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $5.4M | 1.85% | 17,993 | Common | NONE |
| 501270102 | KRUS | KURA SUSHI USA INC | $3.0M | 1.03% | 43,350 | Common | NONE |
| 126117100 | CNA | CNA FINL CORP | $1.1M | 0.38% | 24,119 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO & CO | $583,939 | 0.20% | 7,335 | Common | NONE |
| 00081T108 | ACCO | ACCO BRANDS CORP | $30,000 | 0.01% | 10,000 | Common | NONE |
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.