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
Consumer Defensive
|
155,071 | $163,950,365 | 20.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
241,892 | $115,914,646 | 14.41% | |
| IAC |
IAC 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 WTM
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,109,463 | 78,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $166,963,476 | 80,347 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $136,210,493 | 81,489 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $141,926,525 | 79,036 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $153,931,927 | 79,931 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $155,912,127 | 80,158 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $139,709,209 | 82,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $147,765,954 | 81,304 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $147,270,761 | 82,077 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $126,657,126 | 84,157 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $122,875,412 | 82,153 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $113,175,331 | 81,485 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $100,733,088 | 73,128 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $104,110,245 | 73,611 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $96,192,845 | 73,823 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $91,102,072 | 73,108 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $81,662,705 | 71,871 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $72,331,626 | 71,340 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $80,589,765 | 75,345 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $85,158,569 | 74,178 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $81,304,082 | 72,925 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $53,953,540 | 69,260 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $61,464,395 | 69,219 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $66,553,760 | 73,136 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||