account_balance
Investment manager · 13F filer · SEC CIK 1459754
Wallace Capital Management Inc.
Reported value$912Mas of Jun 30, 2026
Positions77 3 new, 1 sold out
Top 10 weight75.9%GHC alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GHCGraham Hldgs Co
19.6%
WTMWhite MTNS Ins Group Ltd
18.2%
BRK-BBerkshire Hathaway Inc
14.5%Added +9%
PPLIPeople Inc
5.7%
UHAL-BU Haul Holding Company
3.5%Added +3%
SEBSeaboard Corp
3.4%Trimmed −7%
LLoews Corp
3.0%Trimmed −5%
JNJJohnson & Johnson
2.9%Trimmed −11%
MHKMohawk Inds Inc
2.9%Added +2%
AMG2.2%TAPMolson Coors Beverage Co
1.9%Trimmed −2%
IMKTA1.9%GHCGraham Hldgs Co
19.6%
WTMWhite MTNS Ins Group Ltd
18.2%
BRK-B14.5%PPLI5.7%UHAL-B3.5%SEB3.4%L3.0%JNJ2.9%MHK2.9%AMGTAPIMKTABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GHC Graham Hldgs Co 19.6% HeldWTM White MTNS Ins Group Ltd 18.2% HeldBRK-B Berkshire Hathaway Inc 14.5% Added +9%PPLI People Inc 5.7% HeldUHAL-B U Haul Holding Company 3.5% Added +3%SEB Seaboard Corp 3.4% Trimmed −7%L Loews Corp 3.0% Trimmed −5%JNJ Johnson & Johnson 2.9% Trimmed −11%MHK Mohawk Inds Inc 2.9% Added +2%AMG Affiliated Managers Group 2.2% Trimmed −7%TAP Molson Coors Beverage Co 1.9% Trimmed −2%IMKTA Ingles MKTS Inc 1.9% Held
What changed