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Pacifica Capital Investments, LLC

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13F filer, CIK 1486713, LEANDER, TX

Pacifica Capital Investments, LLC reported $340,047,000 across 16 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 97.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-077271

Period
2025-06-30
Reported value
$340M
Holdings
16
Top 10 weight
97.38%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NKEnew+145,971$10.4M
FIVEadded+60,699$7.96M
KRUSnew+40,702$3.5M
ASOadded+14,386$645K
RTOadded+20,469$491K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BBWreduced-88,399-$4.56M
BRK-Breduced-7,861-$3.82M
AAPLreduced-2,510-$515K
GOOGreduced-2,415-$428K
SBUXreduced-4,175-$383K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001104659-25-077271, largest first. % of portfolio is the value over $340,047,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,070 shares; 2024Q4: 658,553 shares; 2025Q1: 672,240 shares; 2025Q2: 732,939 shares 732,939$96.1M28.27%+60,699Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,790 shares; 2024Q4: 204,897 shares; 2025Q1: 201,826 shares; 2025Q2: 193,965 shares 193,965$94.2M27.71%-7,861Timeline
BBWBUILD-A-BEAR WORKSHOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195,395 shares; 2024Q4: 1,166,360 shares; 2025Q1: 1,144,920 shares; 2025Q2: 1,056,521 shares 1,056,521$54.5M16.02%-88,3992026-10-01, 13G: 1,261,481 shares, 10.23% of the class, 13G filed 2026-10-02 Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,719 shares; 2024Q4: 413,374 shares; 2025Q1: 251,484 shares; 2025Q2: 247,309 shares 247,309$22.7M6.66%-4,175Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,095 shares; 2024Q4: 400,505 shares; 2025Q1: 438,584 shares; 2025Q2: 452,970 shares 452,970$20.3M5.97%+14,386Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193,305 shares; 2025Q1: 455,789 shares; 2025Q2: 476,258 shares 476,258$11.4M3.36%+20,469Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,971 shares 145,971$10.4M3.05%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares 13$9.47M2.79%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,116 shares; 2025Q1: 8,943 shares; 2025Q2: 8,943 shares 8,943$6.33M1.86%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,020 shares; 2024Q4: 18,020 shares; 2025Q1: 18,020 shares; 2025Q2: 18,020 shares 18,020$5.75M1.69%0Timeline
KRUSKURA SUSHI USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,702 shares 40,702$3.5M1.03%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,304 shares; 2024Q4: 35,249 shares; 2025Q1: 19,136 shares; 2025Q2: 16,721 shares 16,721$2.97M0.87%-2,415Timeline
CNACNA FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,684 shares; 2024Q4: 23,644 shares; 2025Q1: 23,644 shares; 2025Q2: 25,319 shares 25,319$1.18M0.35%+1,675Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 3,030 shares 3,030$622K0.18%-2,510Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,335 shares; 2025Q1: 7,335 shares; 2025Q2: 7,335 shares 7,335$588K0.17%0Timeline
ACCOACCO BRANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000$36K0.01%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-077271 base2025-08-13acceptance time not in the bulk data set