Q2 2026 13F · SEC CIK 1486713
Pacifica Capital Investments, LLC
Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $292.9M
- Reported positions
- 15
- Top holdings a year, 3 yrs
- +10.5%
- Assets under management
- $747.6M
Pacifica Capital Investments, LLC is a wealth manager that reported 15 positions worth $292.9M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 32.2%), Five Below, Inc. (FIVE, 12.6%), Build-A-Bear Workshop Inc (BBW, 11.6%). A portfolio copying its top holdings returned 10.5% a year over the last 3 years, against 20.4% for the S&P 500.
Pacifica Capital Investments, LLC holdings all 15 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| BRK-BBerkshire Hathaway Inc Del | 32.2% | -0.1% | $94.3M |
| FIVEFive Below, Inc. | 12.6% | -4.5% | $37.0M |
| BBWBuild-A-Bear Workshop Inc | 11.6% | +10.4% | $34.0M |
| SBUXStarbucks Corp Com | 8.6% | +0.0% | $25.2M |
| NKENike Inc Cl B | 7.1% | +54.5% | $20.8M |
| ASOAcademy Sports & Outdoors in | 7.0% | -0.1% | $20.5M |
| FNDFloor & Decor Hldgs Inc | 6.4% | +39.8% | $18.6M |
| RTORentokil Initial PLC | 4.5% | -0.1% | $13.3M |
| BRK-ABerkshire Hathaway Inc Del | 3.3% | +0.0% | $9.7M |
| GSGoldman Sachs Group Inc | 2.8% | +0.0% | $8.3M |
| AXPAmerican Express Co Com | 2.1% | +0.0% | $6.1M |
| KRUSKura Sushi USA Inc | 1.2% | +35.2% | $3.4M |
| CNACna Finl Corp | 0.4% | +0.0% | $1.2M |
| WFCWells Fargo Co New | 0.2% | +0.0% | $606K |
| ACCOAcco Brands Corp | 0.0% | +0.0% | $42K |
What Pacifica Capital Investments, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- NKE Nike Inc Cl B+54.5% shares
- FND Floor & Decor Hldgs Inc+39.8% shares
- KRUS Kura Sushi USA Inc+35.2% shares
- BBW Build-A-Bear Workshop Inc+10.4% shares
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +14.1% /yr
- S&P 500 +20.1%
- 3 years
- +10.5% /yr
- S&P 500 +20.4%
- 5 years
- +4.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $292.9M | 15 |
| Q1 2026 | $293.8M | 15 |
| Q4 2025 | $367.1M | 15 |
| Q3 2025 | $368.1M | 14 |
| Q2 2025 | $340.0M | 16 |
| Q1 2025 | $281.6M | 14 |
| Q4 2024 | $310.6M | 14 |
| Q3 2024 | $291.5M | 16 |
| Q2 2024 | $278.5M | 18 |
| Q1 2024 | $324.4M | 19 |
| Q4 2023 | $337.0M | 19 |
| Q3 2023 | $310.6M | 20 |
Questions about Pacifica Capital Investments, LLC's portfolio
What stocks does Pacifica Capital Investments, LLC own?
Pacifica Capital Investments, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 15 positions worth $292.9M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 32.2%, Five Below, Inc. (FIVE) at 12.6%, Build-A-Bear Workshop Inc (BBW) at 11.6%, Starbucks Corp Com (SBUX) at 8.6% and Nike Inc Cl B (NKE) at 7.1%.
What did Pacifica Capital Investments, LLC buy last quarter?
In Q2 2026, Pacifica Capital Investments, LLC added Nike Inc Cl B (NKE) (+54.5% shares), Floor & Decor Hldgs Inc (FND) (+39.8% shares) and Kura Sushi USA Inc (KRUS) (+35.2% shares), compared with its Q1 2026 filing.
What did Pacifica Capital Investments, LLC sell last quarter?
Pacifica Capital Investments, LLC sold out of nothing and cut no large position by more than 5% in Q2 2026.
How has Pacifica Capital Investments, LLC's portfolio performed?
A portfolio copying Pacifica Capital Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.1% against +20.1%. Over 5 years: +4.9% a year against +11.6%.
When is Pacifica Capital Investments, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Pacifica Capital Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Pacifica Capital Investments, LLC manage?
Pacifica Capital Investments, LLC reported $747.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $292.9M.