2026 Q2 Portfolio Activity
In 2026 Q2, Pacifica Capital Investments, LLC maintained a portfolio of 15 distinct positions. They heavily accumulated shares in FLOOR & DECOR HLDGS INC, increasing the position by 39.8%.
Position History
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Total Positions
15
Quarter
2026 Q2
Top Holding
BRK/B (32.2%)
Top 10 Concentration
96.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Pacifica Capital Investments, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 32.20% | 30.79% |
#1
Prev: #1
|
6.5 |
—
|
-272 | -0.1% |
P
S
|
188,467 | $94,307,002 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FIVE
FIVE BELOW INC
|
Consumer Cyclical | 12.62% | 16.75% |
#2
Prev: #2
|
6.0 |
—
|
-9,698 | -4.5% |
P
S
|
205,622 | $36,968,779 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BBW
BUILD-A-BEAR WO...
|
Consumer Cyclical | 11.61% | 12.83% |
#3
Prev: #3
|
7.0 |
—
|
105,054 | 10.4% |
P
S
|
1,111,213 | $34,014,230 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 8.59% | 7.51% |
#4
1
Prev: #5
|
4.9 |
—
|
no change | no change |
P
S
|
246,247 | $25,163,981 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 7.09% | 5.89% |
#5
1
Prev: #6
|
6.3 |
—
|
178,471 | 54.5% |
P
S
|
505,786 | $20,762,515 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ASO
ACADEMY SPORTS ...
|
Consumer Cyclical | 7.01% | 8.38% |
#6
2
Prev: #4
|
3.3 |
—
|
-583 | -0.1% |
P
S
|
435,456 | $20,523,041 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FND
FLOOR & DECOR H...
|
Consumer Cyclical | 6.35% | 3.88% |
#7
1
Prev: #8
|
5.0 |
—
|
89,146 | 39.8% |
P
S
|
313,372 | $18,601,762 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
RTO
RENTOKIL INITIA...
|
Industrials | 4.54% | 4.99% |
#8
1
Prev: #7
|
2.3 |
—
|
-430 | -0.1% |
P
S
|
464,803 | $13,298,014 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 3.32% | 3.18% |
#9
Prev: #9
|
2.3 |
—
|
no change | no change |
P
S
|
13 | $9,735,050 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.82% | 2.35% |
#10
Prev: #10
|
2.1 |
—
|
no change | no change |
P
S
|
8,163 | $8,255,813 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 2.08% | 1.85% |
#11
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
17,993 | $6,086,132 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KRUS
KURA SUSHI USA ...
|
Consumer Cyclical | 1.15% | 1.03% |
#12
Prev: #12
|
3.0 |
—
|
15,246 | 35.2% |
P
S
|
58,596 | $3,372,786 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CNA
CNA FINL CORP
|
Financial Services | 0.40% | 0.38% |
#13
Prev: #13
|
1.2 |
—
|
no change | no change |
P
S
|
24,119 | $1,172,425 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.21% | 0.20% |
#14
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
7,335 | $606,164 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ACCO
ACCO BRANDS COR...
|
Industrials | 0.01% | 0.01% |
#15
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
10,000 | $41,600 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-15 of 15 holdings