Wallace Capital Management
$871M Assets Reported
79 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WTM | WHITE MTNS INS GROUP LTD | 78,795 | $173M | 19.9% |
| GHC | GRAHAM HLDGS CO | 155,071 | $164M | 18.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 241,892 | $116M | 13.3% |
| IAC | IAC INC | 1,119,278 | $45M | 5.1% |
| SEB | SEABOARD CORP DEL | 7,396 | $42M | 4.8% |
| JNJ | JOHNSON & JOHNSON | 118,370 | $29M | 3.3% |
| L | LOEWS CORP | 257,326 | $27M | 3.2% |
| UHALB | U HAUL HOLDING COMPANY | 541,890 | $24M | 2.8% |
| MHK | MOHAWK INDS INC | 213,765 | $21M | 2.4% |
| TAP | MOLSON COORS BEVERAGE CO | 456,424 | $20M | 2.3% |
Track Wallace Capital Management's 13F portfolio: $871M in reported holdings, 79 positions. Top holdings, AUM, and quarterly changes on SentiSense.