2026 Q3 Portfolio Activity
In 2026 Q3, Pacifica Capital Investments, LLC maintained a portfolio of 16 distinct positions. The most significant new addition was MOBILITY GLOBAL, now representing 2.17% of the total fund value. They heavily accumulated shares in NIKE INC CLASS B, increasing the position by 21.5%. The fund also reduced its exposure to FIVE BELOW INC by 34.9%.
Position History
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Total Positions
16
Quarter
2026 Q3
Top Holding
BRK/B (33.2%)
Top 10 Concentration
94.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Pacifica Capital Investments, LLC Full Holdings List — 2026 Q3
| 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 | 33.19% | 32.20% |
#1
Prev: #1
|
6.5 |
—
|
-500 | -0.3% |
P
S
|
187,967 | $93,598,168 | 2011 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BBW
BUILD-A-BEAR WO...
|
Consumer Cyclical | 11.21% | 11.61% |
#2
1
Prev: #3
|
7.5 |
—
|
150,244 | 13.5% |
P
S
|
1,261,457 | $31,624,727 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
FIVE
FIVE BELOW INC
|
Consumer Cyclical | 10.43% | 12.62% |
#3
1
Prev: #2
|
5.0 |
—
|
-71,664 | -34.9% |
P
S
|
133,958 | $29,413,158 | 2015 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 8.22% | 8.59% |
#4
Prev: #4
|
4.3 |
—
|
470 | 0.2% |
P
S
|
246,717 | $23,181,529 | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
NKE
NIKE INC CLASS ...
|
Consumer Cyclical | 7.71% | 7.09% |
#5
Prev: #5
|
6.1 |
—
|
108,653 | 21.5% |
P
S
|
614,439 | $21,751,141 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ASO
ACADEMY SPORTS ...
|
Consumer Cyclical | 7.45% | 7.01% |
#6
Prev: #6
|
3.5 |
—
|
1,625 | 0.4% |
P
S
|
437,081 | $21,019,225 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
FND
FLOOR & DECOR H...
|
Consumer Cyclical | 6.21% | 6.35% |
#7
Prev: #7
|
5.0 |
—
|
68,956 | 22.0% |
P
S
|
382,328 | $17,514,446 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 3.71% | 3.32% |
#8
1
Prev: #9
|
3.5 |
—
|
1 | 7.7% |
P
S
|
14 | $10,458,070 | 2011 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
RTO
RENTOKIL INITIA...
|
Industrials | 3.35% | 4.54% |
#9
1
Prev: #8
|
1.8 |
—
|
14,090 | 3.0% |
P
S
|
478,893 | $9,458,137 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.61% | 2.82% |
#10
Prev: #10
|
2.0 |
—
|
no change | no change |
P
S
|
8,163 | $7,349,639 | 2010 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MBGL
MOBILITY GLOBAL
|
Technology | 2.17% | — |
#11
Prev: #—
|
4.4 |
—
|
356,502 | — |
NEW
|
356,502 | $6,114,009 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.94% | 2.08% |
#12
1
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
17,993 | $5,471,671 | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
KRUS
KURA SUSHI USA ...
|
Consumer Cyclical | 1.18% | 1.15% |
#13
1
Prev: #12
|
3.0 |
—
|
23,228 | 39.6% |
P
S
|
81,824 | $3,339,237 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CNA
CNA FINL CORP
|
Financial Services | 0.38% | 0.40% |
#14
1
Prev: #13
|
1.2 |
—
|
no change | no change |
P
S
|
24,119 | $1,082,461 | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.21% | 0.21% |
#15
1
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
7,335 | $587,167 | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ACCO
ACCO BRANDS COR...
|
Industrials | 0.01% | 0.01% |
#16
1
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
10,000 | $42,000 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 |
Showing 1-16 of 16 holdings