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 SEB
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,817,131 | 7,396 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,282,895 | 7,713 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,227,780 | 7,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,985,460 | 7,684 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,670,438 | 4,327 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||