EdgeMarket › What Wallace Capital Management Inc. reported owning
What Wallace Capital Management Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
870.8MPositions
75Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| WTM WHITE MOUNTAINS INSURANCE GROUP LTD | 173.1M | 19.9% | 78.8K | 2,110.95 | +14.9% |
| GHC Graham Holdings Co | 164.0M | 18.8% | 155.1K | 1,166.93 | +9.3% |
| unmapped CUSIP 084670702 | 115.9M | 13.3% | 241.9K | — | — |
| PPLI People Inc | 44.8M | 5.1% | 1.1M | 38.46 | +9.0% |
| SEB SEABOARD CORP /DE/ | 41.8M | 4.8% | 7.4K | 4,259.96 | +20.4% |
| JNJ JOHNSON & JOHNSON | 28.9M | 3.3% | 118.4K | 270.24 | +51.1% |
| L LOEWS CORP | 27.5M | 3.2% | 257.3K | 109.83 | +13.6% |
| unmapped CUSIP 023586506 | 24.2M | 2.8% | 541.9K | — | — |
| MHK MOHAWK INDUSTRIES INC | 21.0M | 2.4% | 213.8K | 136.22 | +9.8% |
| TAP MOLSON COORS BEVERAGE CO | 19.7M | 2.3% | 456.4K | 42.94 | -16.3% |
| GLIBK Liberty Capital Corp/NV | 19.3M | 2.2% | 519.0K | 25.53 | -29.4% |
| RSG REPUBLIC SERVICES, INC. | 17.5M | 2.0% | 80.1K | 220.67 | -6.5% |
| AMG AFFILIATED MANAGERS GROUP, INC. | 17.4M | 2.0% | 62.9K | 356.21 | +64.3% |
| IMKTA INGLES MARKETS INC | 17.3M | 2.0% | 192.3K | 84.94 | +30.5% |
| CNX CNX Resources Corp | 16.3M | 1.9% | 423.6K | 36.36 | +28.3% |
| LBTYA Liberty Global Ltd. | 15.6M | 1.8% | 1.3M | 10.65 | -6.0% |
| POST Post Holdings, Inc. | 11.7M | 1.3% | 118.2K | 80.50 | -27.2% |
| JOUT JOHNSON OUTDOORS INC | 11.6M | 1.3% | 248.8K | 47.43 | +19.0% |
| UL UNILEVER PLC | 10.3M | 1.2% | 181.6K | 64.14 | -10.3% |
| HTLD HEARTLAND EXPRESS INC | 10.1M | 1.2% | 971.1K | 12.84 | +58.3% |
| unmapped CUSIP 084670108 | 10.1M | 1.2% | 14 | — | — |
| LBTYK Liberty Global Ltd. | 3.9M | 0.5% | 336.0K | 10.41 | -8.8% |
| PG PROCTER & GAMBLE Co | 3.5M | 0.4% | 24.6K | 144.68 | -9.3% |
| AAPL Apple Inc. | 3.1M | 0.4% | 12.3K | 309.35 | +36.9% |
| LBRDK Liberty Broadband Corp | 3.1M | 0.4% | 61.2K | 36.02 | -41.3% |
| KO COCA COLA CO | 2.9M | 0.3% | 37.9K | 91.10 | +28.9% |
| GOOG Alphabet Inc. | 2.4M | 0.3% | 8.2K | 341.75 | +70.7% |
| UHAL U-Haul Holding Co /NV/ | 2.2M | 0.3% | 46.6K | 71.41 | +24.7% |
| MRK Merck & Co., Inc. | 2.0M | 0.2% | 16.8K | 152.55 | +80.2% |
| SPY SPDR S&P 500 ETF TRUST | 2.0M | 0.2% | 3.1K | 765.72 | +20.0% |
| TRIP TripAdvisor, Inc. | 1.7M | 0.2% | 155.6K | 10.00 | -41.7% |
| MDLZ Mondelez International, Inc. | 1.6M | 0.2% | 27.9K | 64.45 | +2.0% |
| XOM ExxonMobil Holdings Corp | 1.5M | 0.2% | 9.0K | 165.11 | +52.1% |
| HSY HERSHEY CO | 1.5M | 0.2% | 7.0K | 186.46 | +2.7% |
| MSFT MICROSOFT CORP | 1.3M | 0.1% | 3.4K | 483.24 | -4.4% |
| MA Mastercard Inc | 1.2M | 0.1% | 2.5K | 580.63 | -2.0% |
| SIRI SIRIUS XM HOLDINGS INC. | 1.2M | 0.1% | 53.4K | 28.69 | +29.5% |
| CABO Cable One, Inc. | 1.1M | 0.1% | 11.8K | 22.82 | -85.4% |
| LLYVK Liberty Live Holdings, Inc. | 1.1M | 0.1% | 11.4K | 105.42 | +13.3% |
| GOOGL Alphabet Inc. | 1.0M | 0.1% | 3.6K | 344.82 | +73.0% |
| V VISA INC. | 1.0M | 0.1% | 3.4K | 371.04 | +7.9% |
| CLX CLOROX CO /DE/ | 1.0M | 0.1% | 9.7K | 106.69 | -12.0% |
| VOO Vanguard S&P 500 ETF | 873.3K | 0.1% | 1.5K | 703.71 | +20.0% |
| CL COLGATE PALMOLIVE CO | 819.5K | 0.1% | 9.6K | 91.08 | +5.8% |
| JPM JPMORGAN CHASE & CO | 703.2K | 0.1% | 2.4K | 351.58 | +20.3% |
| PIPR PIPER SANDLER COMPANIES | 581.8K | 0.1% | 7.6K | 75.02 | -6.8% |
| PM Philip Morris International Inc. | 580.5K | 0.1% | 3.5K | 188.23 | +8.9% |
| UNH UNITEDHEALTH GROUP INC | 573.4K | 0.1% | 2.1K | 390.11 | +30.1% |
| ENB ENBRIDGE INC | 546.6K | 0.1% | 10.1K | 50.46 | +5.1% |
| MICC Magnum Ice Cream Co N.V. | 472.4K | 0.1% | 31.6K | 19.96 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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