1y return+10.8%S&P 500 +20.9%
3y return+33.2%S&P 500 +68.5%
5y return+29.4%S&P 500 +74.5%
10y return+206.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $306 against $357 in the S&P 500.2
Pacifica Capital Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $94.3M | 32.2% | |
| FIVEFive Below Inc | $37.0M | 12.6% | −4.5% |
| BBWBuild-a-bear Workshop Inc | $34.0M | 11.6% | +10.4% |
| SBUXStarbucks Corp | $25.2M | 8.6% | |
| NKENike Inc | $20.8M | 7.1% | +54.5% |
| ASOAcademy Sports & Outdoors In | $20.5M | 7.0% | |
| FNDFloor & Decor Hldgs Inc | $18.6M | 6.4% | +39.8% |
| RTORentokil Initial PLC | $13.3M | 4.5% | |
| BRK/ABerkshire Hathaway Inc Del | $9.7M | 3.3% | |
| GSGoldman Sachs Group Inc | $8.3M | 2.8% | |
| AXPAmerican Express Co | $6.1M | 2.1% | |
| KRUSKura Sushi Usa Inc | $3.4M | 1.2% | +35.2% |
| CNACna Finl Corp | $1.2M | 0.4% | |
| WFCWells Fargo & Co | $606K | 0.2% | |
| ACCOAcco Brands Corp | $42K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $8.3M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $6.1M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $606K |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $94.3M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $9.7M |
| FIVEFive Below Inc | June 30, 2020 | +68.2% | $37.0M |
| CNACna Finl Corp | June 30, 2020 | +51.2% | $1.2M |
| SBUXStarbucks Corp | June 30, 2020 | +38.9% | $25.2M |
| RTORentokil Initial PLC | December 31, 2024 | +13.0% | $13.3M |
| BBWBuild-a-bear Workshop Inc | September 30, 2023 | +4.1% | $34.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −5.3% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +6.1% | +2.4% |
| September 30, 2025 | +11.0% | +7.8% |
| June 30, 2025 | +16.0% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | +7.4% | +2.1% |
| September 30, 2024 | +9.3% | +5.4% |
| June 30, 2024 | −13.6% | +4.0% |
| March 31, 2024 | +2.2% | +10.0% |
| December 31, 2023 | +13.1% | +11.2% |
| September 30, 2023 | −6.4% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
| March 31, 2023 | +6.8% | +7.0% |
| December 31, 2022 | +15.8% | +7.1% |
| September 30, 2022 | +1.3% | −5.3% |
| June 30, 2022 | −20.5% | −16.5% |
| March 31, 2022 | −5.9% | −4.9% |
| December 31, 2021 | +5.7% | +10.7% |
| September 30, 2021 | −4.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pacifica Capital Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1486713&type=13F-HR&dateb=&owner=include&count=40CIK 1486713
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1486713/000110465926094670/Filed August 12, 2026 · accession 0001104659-26-094670