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Portfolio (Quarterly) Guide ↗

Pacifica Capital Investments, LLC

· CIK 0001486713
13F Portfolio $294M AUM 15 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 Added 8 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY CL B 188,739.0 $90.4M 30.79% -4K -2.3% $479.20
2 FIVE FIVE BELOW INC Consumer Cyclical 215,320.0 $49.2M 16.75% -382K -63.9% $228.48 -2.6%
3 BBW BUILD-A-BEAR WORKSHOP IN Consumer Cyclical 1,006,159.0 $37.7M 12.83% -8K -0.8% $37.45 +0.9%
4 ASO ACADEMY SPORTS & OUTDOOR Consumer Cyclical 436,039.0 $24.6M 8.38% -15K -3.4% $56.45 -2.4%
5 RTO RENTOKIL INITIAL PLC F Industrials 465,233.0 $14.6M 4.99% -10K -2.1% $31.48 -2.6%
6 GS GOLDMAN SACHS GROUP INC Financial Services 8,163.0 $6.9M 2.35% -440.0 -5.1% $845.99 +18.6%
7 KRUS KURA SUSHI USA INC Consumer Cyclical 43,350.0 $3.0M 1.03% -550.0 -1.2% $69.79 -19.6%
8 CNA CNA FINL CORP Financial Services 24,119.0 $1.1M 0.38% -1K -4.7% $45.92 -7.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 85.2%
Industrials 7.6%
Financial Services 7.2%