Wallace Capital Management Inc.
Top Portfolio Positions
61 positions ·
$804,144,255 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
78,795 | $173,109,463 | 21.53% | |
| GHC |
Graham Holdings Co
Industrials
|
155,071 | $163,950,365 | 20.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
241,892 | $115,914,646 | 14.41% | |
| PPLI |
People Inc
Communication Services
|
1,119,278 | $44,804,698 | 5.57% | |
| SEB |
Seaboard Corp /De/
Industrials
|
7,396 | $41,817,131 | 5.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
118,370 | $28,934,362 | 3.60% | |
| L |
Loews Corp
Financial Services
|
257,326 | $27,466,977 | 3.42% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
213,765 | $21,047,301 | 2.62% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
456,424 | $19,653,617 | 2.44% | |
| RSG |
Republic Services, Inc.
Industrials
|
80,129 | $17,549,853 | 2.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,397,235 | 62,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,766,163 | 65,097 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,950,967 | 66,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,200,315 | 67,085 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,341,184 | 67,495 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,570,676 | 67,979 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,333,986 | 69,370 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,914,227 | 69,860 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $11,774,145 | 70,306 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,835,312 | 71,558 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,564,218 | 73,379 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,834,415 | 78,954 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,434,047 | 80,284 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,312,714 | 84,029 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,646,950 | 86,249 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,211,828 | 87,580 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,574,008 | 89,209 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,201,719 | 128,878 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,841,052 | 137,938 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,399,259 | 138,767 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $25,897,986 | 173,777 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,220,352 | 169,325 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,818,594 | 172,837 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,411,105 | 193,282 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,893,704 | 201,111 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||