Wallace Capital Management Inc.

Est. AUM

$870.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WHITE MTNS INS GROUP LTD	COM	$173.1M	78795	19.88%	SOLE
2	GRAHAM HLDGS CO	COM CL B	$163.9M	155071	18.83%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$115.9M	241892	13.31%	SOLE
4	IAC INC	COM NEW	$44.8M	1119278	5.15%	SOLE
5	SEABOARD CORP DEL	COM	$41.8M	7396	4.80%	SOLE
6	JOHNSON & JOHNSON	COM	$28.9M	118370	3.32%	SOLE
7	LOEWS CORP	COM	$27.5M	257326	3.15%	SOLE
8	U HAUL HOLDING COMPANY	COM SER N	$24.2M	541890	2.78%	SOLE
9	MOHAWK INDS INC	COM	$21.0M	213765	2.42%	SOLE
10	MOLSON COORS BEVERAGE CO	CL B	$19.7M	456424	2.26%	SOLE
11	GCI LIBERTY INC	COM SER C	$19.3M	518999	2.22%	SOLE
12	REPUBLIC SVCS INC	COM	$17.6M	80129	2.02%	SOLE
13	AFFILIATED MANAGERS GROUP	COM	$17.4M	62874	2.00%	SOLE
14	INGLES MKTS INC	CL A	$17.3M	192307	1.98%	SOLE
15	CNX RES CORP	COM	$16.3M	423572	1.88%	SOLE
16	LIBERTY GLOBAL LTD	COM CL A	$15.6M	1287233	1.79%	SOLE
17	POST HLDGS INC	COM	$11.7M	118168	1.34%	SOLE
18	JOHNSON OUTDOORS INC	CL A	$11.6M	248842	1.33%	SOLE
19	UNILEVER PLC	SPON ADR NEW	$10.3M	181557	1.19%	SOLE
20	HEARTLAND EXPRESS INC	COM	$10.1M	971067	1.16%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL A	$10.1M	14	1.15%	SOLE
22	LIBERTY GLOBAL LTD	COM CL C	$3.9M	336000	0.45%	SOLE
23	PROCTER & GAMBLE CO	COM	$3.5M	24562	0.41%	SOLE
24	APPLE INC	COM	$3.1M	12345	0.36%	SOLE
25	LIBERTY BROADBAND CORP	COM SER C	$3.1M	61213	0.35%	SOLE
26	COCA COLA CO	COM	$2.9M	37940	0.33%	SOLE
27	ALPHABET INC	CAP STK CL C	$2.4M	8245	0.27%	SOLE
28	U HAUL HOLDING COMPANY	COM	$2.2M	46645	0.26%	SOLE
29	MERCK & CO INC	COM	$2.0M	16765	0.23%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3052	0.23%	SOLE
31	TRIPADVISOR INC	COM	$1.7M	155585	0.19%	SOLE
32	MONDELEZ INTL INC	CL A	$1.6M	27895	0.18%	SOLE
33	EXXON MOBIL CORP	COM	$1.5M	9016	0.18%	SOLE
34	HERSHEY CO	COM	$1.5M	7005	0.17%	SOLE
35	MICROSOFT CORP	COM	$1.3M	3377	0.14%	SOLE
36	MASTERCARD INCORPORATED	CL A	$1.2M	2478	0.14%	SOLE
37	SIRIUSXM HOLDINGS INC	COMMON STOCK	$1.2M	53384	0.14%	SOLE
38	CABLE ONE INC	COM	$1.1M	11799	0.12%	SOLE
39	LIBERTY LIVE HOLDINGS INC	COM SHS SER C	$1.1M	11380	0.12%	SOLE
40	ALPHABET INC	CAP STK CL A	$1.0M	3602	0.12%	SOLE
41	VISA INC	COM CL A	$1.0M	3397	0.12%	SOLE
42	CLOROX CO DEL	COM	$1.0M	9651	0.11%	SOLE
43	VANGUARD INDEX FDS	S&P 500 ETF SHS	$873K	1461	0.10%	SOLE
44	COLGATE PALMOLIVE CO	COM	$819K	9615	0.09%	SOLE
45	JPMORGAN CHASE & CO	COM	$703K	2390	0.08%	SOLE
46	PIPER SANDLER COMPANIES	COM NEW	$582K	7600	0.07%	SOLE
47	PHILIP MORRIS INTL INC	COM	$581K	3511	0.07%	SOLE
48	UNITEDHEALTH GROUP INC	COM	$573K	2119	0.07%	SOLE
49	ENBRIDGE INC	COM	$547K	10096	0.06%	SOLE
50	MAGNUM ICE CREAM CO NV	ORD SHS	$472K	31600	0.05%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.