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 GHC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,950,365 | 155,071 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $172,554,904 | 157,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $190,997,372 | 162,232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $153,338,202 | 162,062 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $158,339,158 | 164,789 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $144,109,193 | 165,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $137,649,604 | 167,514 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $118,079,143 | 168,793 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $130,744,348 | 170,311 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $121,218,858 | 174,035 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $102,635,984 | 176,048 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $100,554,191 | 175,954 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $100,614,734 | 168,862 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $102,750,139 | 170,057 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $92,598,731 | 172,123 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $96,756,186 | 170,694 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $101,644,658 | 166,230 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $103,851,409 | 164,888 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $102,408,969 | 173,822 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $108,973,115 | 171,909 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $95,624,361 | 170,017 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $87,396,446 | 163,854 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $60,486,376 | 149,678 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $50,491,396 | 147,347 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $49,857,560 | 146,137 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||