Pacifica Capital Investments, LLC holds a concentrated book of 15 stocks worth $292.9M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Apple Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 32% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pacifica Capital Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 8 / 15 | $264.8B |
| Pangea Capital Gestao de Recursos Ltda. | 2 / 15 | $108.1M |
| Daniel Investment Group, Inc. | 2 / 15 | $97.7M |
| Hikari Tsushin, Inc. | 3 / 15 | $862.9M |
| S&G Foundation | 5 / 15 | $917.6M |
| Canton Hathaway, LLC | 5 / 15 | $221.5M |
| Baldwin Investment Management, LLC | 7 / 15 | $437.0M |
| Armstrong Henry H Associates Inc | 2 / 15 | $389.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Pacifica Capital Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $94.3M | 188.5K | 32.2% | ▼−0.1% Reduced · −272 sh | |
| 2 | Five Below Inc COM | $37.0M | 205.6K | 12.6% | ▼−4.5% Reduced · −10K sh | |
| 3 | Build-A-Bear Workshop Inc COM | $34.0M | 1.11M | 11.6% | ▲+10% Added · +105K sh | |
| 4 | Starbucks Corp COM | $25.2M | 246.2K | 8.6% | —Held | |
| 5 | Nike Inc CL B | $20.8M | 505.8K | 7.1% | ▲+55% Added · +178K sh | |
| 6 | Academy Sports & Outdoors In COM | $20.5M | 435.5K | 7.0% | ▼−0.1% Reduced · −583 sh | |
| 7 | Floor & Decor Hldgs Inc CL A | $18.6M | 313.4K | 6.4% | ▲+40% Added · +89K sh | |
| 8 | Rentokil Initial PLC SPONSORED ADR | $13.3M | 464.8K | 4.5% | ▼−0.1% Reduced · −430 sh | |
| 9 | Berkshire Hathaway Inc Del CL A | $9.7M | 13 | 3.3% | —Held | |
| 10 | Goldman Sachs Group Inc COM | $8.3M | 8.2K | 2.8% | —Held | |
| 11 | American Express Co COM | $6.1M | 18.0K | 2.1% | —Held | |
| 12 | Kura Sushi USA Inc CL A COM | $3.4M | 58.6K | 1.2% | ▲+35% Added · +15K sh | |
| 13 | Cna Finl Corp COM | $1.2M | 24.1K | 0.4% | —Held | |
| 14 | Wells Fargo & Co COM | $606K | 7.3K | 0.2% | —Held | |
| 15 | Acco Brands Corp COM | $42K | 10.0K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1486713/holdings"
Use Arkolith to show Pacifica Capital Investments, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 15 | $292.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 15 | $293.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 15 | $367.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 14 | $368.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 16 | $340.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 14 | $281.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 14 | $310.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 16 | $291.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.