Wallace Capital Management

Wallace Capital Management as of March 31, 2026

Portfolio Holdings for Wallace Capital Management

Wallace Capital Management holds 75 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
White Mountains Insurance Gp (WTM) 19.9 $173M 79k 2196.96
Graham Hldgs Com Cl B (GHC) 18.8 $164M 155k 1057.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 13.3 $116M 242k 479.20
Iac Com New (IAC) 5.1 $45M 1.1M 40.03
Seaboard Corporation (SEB) 4.8 $42M 7.4k 5654.13
Johnson & Johnson (JNJ) 3.3 $29M 118k 244.44
Loews Corporation (L) 3.2 $28M 257k 106.74
U Haul Holding Company Com Ser N (UHAL.B) 2.8 $24M 542k 44.67
Mohawk Industries (MHK) 2.4 $21M 214k 98.46
Molson Coors Beverage CL B (TAP) 2.3 $20M 456k 43.06
Gci Liberty Com Ser C (GLIBK) 2.2 $19M 519k 37.21
Republic Services (RSG) 2.0 $18M 80k 219.02
Affiliated Managers (AMG) 2.0 $17M 63k 276.70
Ingles Mkts Cl A (IMKTA) 2.0 $17M 192k 89.89
Cnx Resources Corporation (CNX) 1.9 $16M 424k 38.55
Liberty Global Com Cl A (LBTYA) 1.8 $16M 1.3M 12.09
Post Holdings Inc Common (POST) 1.3 $12M 118k 98.86
Johnson Outdoors Cl A (JOUT) 1.3 $12M 249k 46.51
Unilever Spon Adr New (UL) 1.2 $10M 182k 56.97
Heartland Express (HTLD) 1.2 $10M 971k 10.40
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $10M 14.00 718140.00
Liberty Global Com Cl C (LBTYK) 0.5 $3.9M 336k 11.73
Procter & Gamble Company (PG) 0.4 $3.5M 25k 144.44
Apple (AAPL) 0.4 $3.1M 12k 253.79
Liberty Broadband Corp Com Ser C (LBRDK) 0.4 $3.1M 61k 50.30
Coca-Cola Company (KO) 0.3 $2.9M 38k 76.05
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.4M 8.2k 286.86
Amer (UHAL) 0.3 $2.2M 47k 47.78
Merck & Co (MRK) 0.2 $2.0M 17k 120.29
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.0M 3.1k 650.35
Tripadvisor (TRIP) 0.2 $1.7M 156k 10.66
Mondelez Intl Cl A (MDLZ) 0.2 $1.6M 28k 57.64
Exxon Mobil Corporation (XOM) 0.2 $1.5M 9.0k 169.65
Hershey Company (HSY) 0.2 $1.5M 7.0k 207.89
Microsoft Corporation (MSFT) 0.1 $1.3M 3.4k 370.17
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 2.5k 499.66
Siriusxm Holdings Common Stock (SIRI) 0.1 $1.2M 53k 23.08
Cable One (CABO) 0.1 $1.1M 12k 91.21
Liberty Live Holdings Com Shs Ser C (LLYVK) 0.1 $1.1M 11k 94.11
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.0M 3.6k 287.56
Visa Com Cl A (V) 0.1 $1.0M 3.4k 302.24
Clorox Company (CLX) 0.1 $1.0M 9.7k 103.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $873k 1.5k 597.71
Colgate-Palmolive Company (CL) 0.1 $820k 9.6k 85.23
JPMorgan Chase & Co. (JPM) 0.1 $703k 2.4k 294.22
Piper Sandler Companies Com New (PIPR) 0.1 $582k 7.6k 76.55
Philip Morris International (PM) 0.1 $581k 3.5k 165.34
UnitedHealth (UNH) 0.1 $573k 2.1k 270.59
Enbridge (ENB) 0.1 $547k 10k 54.14
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.1 $472k 32k 14.95
Chevron Corporation (CVX) 0.1 $455k 2.2k 206.90
Eli Lilly & Co. (LLY) 0.0 $428k 465.00 919.77
Kraft Heinz (KHC) 0.0 $418k 19k 22.49
Zoetis Cl A (ZTS) 0.0 $413k 3.5k 118.21
McDonald's Corporation (MCD) 0.0 $367k 1.2k 310.70
Abbvie (ABBV) 0.0 $365k 1.7k 217.51
Amphenol Corp Cl A (APH) 0.0 $360k 2.9k 126.35
Automatic Data Processing (ADP) 0.0 $358k 1.8k 203.18
Marsh & McLennan Companies (MRSH) 0.0 $349k 2.0k 173.45
Hingham Institution for Savings (HIFS) 0.0 $286k 1.0k 285.84
Macy's (M) 0.0 $271k 15k 18.09
Goldman Sachs (GS) 0.0 $267k 316.00 845.99
Amgen (AMGN) 0.0 $253k 719.00 351.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $248k 3.9k 64.08
Progressive Corporation (PGR) 0.0 $244k 1.2k 198.24
Ishares Tr Core S&p500 Etf (IVV) 0.0 $236k 360.00 654.06
Vodafone Group Sponsored Adr (VOD) 0.0 $225k 15k 15.02
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $221k 4.6k 48.46
Thermo Fisher Scientific (TMO) 0.0 $221k 450.00 491.53
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $220k 765.00 287.18
Raytheon Technologies Corp (RTX) 0.0 $218k 1.1k 192.90
Liberty Live Holdings Com Ser A (LLYVA) 0.0 $204k 2.2k 91.64
Haleon Spon Ads (HLN) 0.0 $202k 20k 10.01
Booking Holdings (BKNG) 0.0 $202k 48.00 4210.31
General Mills (GIS) 0.0 $201k 5.4k 37.22