2026 Q1 Portfolio Activity
In 2026 Q1, Pacifica Capital Investments, LLC maintained a portfolio of 15 distinct positions. They heavily accumulated shares in FLOOR & DECOR HOLDINGS INC, increasing the position by 3471.0%. The fund also reduced its exposure to FIVE BELOW INC by 63.9%.
Position History
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Total Positions
15
Quarter
2026 Q1
Top Holding
BRK/B (30.8%)
Top 10 Concentration
96.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Pacifica Capital Investments, LLC Full Holdings List — 2026 Q1
| 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 | 30.79% | 26.45% |
#1
1
Prev: #2
|
6.5 |
—
|
-4,420 | -2.3% |
P
S
|
188,739 | $90,443,729 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FIVE
FIVE BELOW INC
|
Consumer Cyclical | 16.75% | 30.63% |
#2
1
Prev: #1
|
5.5 |
—
|
-381,675 | -63.9% |
P
S
|
215,320 | $49,196,314 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BBW
BUILD-A-BEAR WO...
|
Consumer Cyclical | 12.83% | 16.93% |
#3
Prev: #3
|
5.5 |
—
|
-8,150 | -0.8% |
P
S
|
1,006,159 | $37,680,655 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ASO
ACADEMY SPORTS ...
|
Consumer Cyclical | 8.38% | 6.14% |
#4
Prev: #4
|
4.4 |
—
|
-15,283 | -3.4% |
P
S
|
436,039 | $24,614,402 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 7.51% | 5.67% |
#5
Prev: #5
|
4.0 |
—
|
-1,062 | -0.4% |
P
S
|
246,247 | $22,061,269 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NKE
NIKE INC CLASS ...
|
Consumer Cyclical | 5.89% | 2.55% |
#6
2
Prev: #8
|
5.4 |
—
|
180,217 | 122.5% |
P
S
|
327,315 | $17,288,778 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RTO
RENTOKIL INITIA...
|
Industrials | 4.99% | 3.81% |
#7
1
Prev: #6
|
2.5 |
—
|
-10,000 | -2.1% |
P
S
|
465,233 | $14,645,535 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FND
FLOOR & DECOR H...
|
Consumer Cyclical | 3.88% | 0.10% |
#8
6
Prev: #14
|
4.6 |
—
|
217,947 | 3471.0% |
P
S
|
224,226 | $11,390,681 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 3.18% | 2.67% |
#9
2
Prev: #7
|
2.3 |
—
|
no change | no change |
P
S
|
13 | $9,335,820 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.35% | 2.06% |
#10
1
Prev: #9
|
1.4 |
—
|
-440 | -5.1% |
P
S
|
8,163 | $6,905,816 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.85% | 1.81% |
#11
1
Prev: #10
|
1.7 |
—
|
no change | no change |
P
S
|
17,993 | $5,442,523 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KRUS
KURA SUSHI USA ...
|
Consumer Cyclical | 1.03% | 0.63% |
#12
1
Prev: #11
|
0.9 |
—
|
-550 | -1.3% |
P
S
|
43,350 | $3,025,397 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CNA
CNA FINL CORP
|
Financial Services | 0.38% | 0.33% |
#13
1
Prev: #12
|
0.7 |
—
|
-1,200 | -4.7% |
P
S
|
24,119 | $1,107,544 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.20% | 0.19% |
#14
1
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
7,335 | $583,939 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ACCO
ACCO BRANDS COR...
|
Industrials | 0.01% | 0.01% |
#15
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
10,000 | $30,000 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-15 of 15 holdings