Institutional
Pacifica Capital Investments, LLC
CIK 0001486713
$293.8M
Reported AUM
15
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Pacifica Capital Investments, LLC · Q1 2026
AI · grounded in 13F
Pacifica Capital Investments, LLC significantly increased its position in FND by 3,471.05%. The fund also accumulated more shares of NKE, increasing the position by 122.51%. Conversely, the fund reduced its holding in FIVE by 63.93% and trimmed its stake in GS by 5.11%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY CL B | $90.4M | 30.79% | -4,420 | -2.3% |
| 2 | FIVE | FIVE BELOW INC | $49.2M | 16.75% | -381,675 | -63.9% |
| 3 | BBW | BUILD-A-BEAR WORKSHOP IN | $37.7M | 12.83% | -8,150 | -0.8% |
| 4 | ASO | ACADEMY SPORTS & OUTDOOR | $24.6M | 8.38% | -15,283 | -3.4% |
| 5 | SBUX | STARBUCKS CORP | $22.1M | 7.51% | -1,062 | -0.4% |
| 6 | NKE | NIKE INC CLASS B | $17.3M | 5.89% | +180,217 | +122.5% |
| 7 | RTO | RENTOKIL INITIAL PLC F | $14.6M | 4.99% | -10,000 | -2.1% |
| 8 | FND | FLOOR & DECOR HOLDINGS INC | $11.4M | 3.88% | +217,947 | +3471.0% |
| 9 | BRK/A | BERKSHIRE HATHAWAY CL A | $9.3M | 3.18% | — | HELD |
| 10 | GS | GOLDMAN SACHS GROUP INC | $6.9M | 2.35% | -440 | -5.1% |
| 11 | AXP | AMERICAN EXPRESS CO | $5.4M | 1.85% | — | HELD |
| 12 | KRUS | KURA SUSHI USA INC | $3.0M | 1.03% | -550 | -1.3% |
| 13 | CNA | CNA FINL CORP | $1.1M | 0.38% | -1,200 | -4.7% |
| 14 | WMT2 | WELLS FARGO & CO | $584K | 0.20% | — | HELD |
| 15 | ACCO | ACCO BRANDS CORP | $30K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-060026. 13F discloses long positions only — shorts, foreign equities, and options are excluded.