Wallace Capital Management Inc.
Top Portfolio Positions
59 positions ·
$515,120,146 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GHC |
Graham Holdings Co
Consumer Defensive
|
155,071 | $163,950,365 | 31.83% | |
| PPLI |
People Inc
Communication Services
|
1,119,278 | $44,804,698 | 8.70% | |
| SEB |
Seaboard Corp /De/
Industrials
|
7,396 | $41,817,131 | 8.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
118,370 | $28,934,362 | 5.62% | |
| L |
Loews Corp
Financial Services
|
257,326 | $27,466,977 | 5.33% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
213,765 | $21,047,301 | 4.09% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
456,424 | $19,653,617 | 3.82% | |
| RSG |
Republic Services, Inc.
Industrials
|
80,129 | $17,549,853 | 3.41% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
62,874 | $17,397,235 | 3.38% | |
| IMKTA |
Ingles Markets Inc
Consumer Defensive
|
192,307 | $17,286,476 | 3.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in POST
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,682,088 | 118,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,931,364 | 120,458 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,153,509 | 122,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,698,638 | 125,641 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,000,083 | 128,911 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,804,943 | 129,346 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,221,240 | 131,501 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,915,359 | 133,596 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $14,398,920 | 135,481 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,118,464 | 137,616 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,034,123 | 140,356 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,160,547 | 140,341 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,541,897 | 139,556 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,981,283 | 143,821 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,989,658 | 146,376 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,051,181 | 146,341 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,495,961 | 137,106 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,609,497 | 130,252 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,170,526 | 127,202 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,911,695 | 97,364 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,192,993 | 89,509 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,486,467 | 82,995 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,353,742 | 41,820 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||