Wallace Capital Management Inc.
Q2 2026 13F filing
Updated 30 days ago77 disclosed positions worth $912.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GHC GRAHAM HLDGS CO | $178.5M | 156.4K | 19.57% | — |
| 2 | W WTM WHITE MTNS INS GROUP LTD | $166M | 80.1K | 18.20% | — |
| 3 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $131.8M | 263.5K | 14.45% | — |
| 4 | P PPLI PEOPLE INC | $52.1M | 1.13M | 5.71% | — |
| 5 | U UHAL-B U HAUL HOLDING COMPANY | $32.2M | 557.4K | 3.53% | — |
| 6 | S SEB SEABOARD CORP DEL | $30.7M | 6.9K | 3.36% | — |
| 7 | L L LOEWS CORP | $27.7M | 244.5K | 3.03% | — |
| 8 | J JNJ JOHNSON & JOHNSON | $26.7M | 105.3K | 2.93% | — |
| 9 | M MHK MOHAWK INDS INC | $26.5M | 218.8K | 2.91% | — |
| 10 | M MGRB AFFILIATED MANAGERS GROUP | $19.7M | 58.3K | 2.16% | — |
| 11 | T TAP MOLSON COORS BEVERAGE CO | $17.4M | 445.3K | 1.90% | — |
| 12 | I IMKTA INGLES MKTS INC | $17M | 192.2K | 1.87% | — |
| 13 | C CNX CNX RES CORP | $16.9M | 496.6K | 1.85% | — |
| 14 | P POST POST HLDGS INC | $16.5M | 186.5K | 1.80% | — |
| 15 | R RSG REPUBLIC SVCS INC | $16.5M | 77.2K | 1.80% | — |
| 16 | L LBTYK LIBERTY GLOBAL LTD | $15.3M | 1.34M | 1.67% | — |
| 17 | H HTLD HEARTLAND EXPRESS INC | $14.7M | 965.0K | 1.61% | — |
| 18 | Z ZTS ZOETIS INC | $14.2M | 197.3K | 1.55% | — |
| 19 | U UNLYF UNILEVER PLC | $12.1M | 200.7K | 1.32% | — |
| 20 | J JOUT JOHNSON OUTDOORS INC | $11.4M | 248.2K | 1.25% | — |
| 21 | G GLIBK LIBERTY CAP CORP | $10.6M | 492.6K | 1.16% | — |
| 22 | A AAPL APPLE INC | $3.8M | 13.0K | 0.41% | — |
| 23 | P PG PROCTER & GAMBLE CO | $3.5M | 24.1K | 0.39% | — |
| 24 | G GOOGN ALPHABET INC | $3.3M | 9.5K | 0.37% | — |
| 25 | L LBTYK LIBERTY GLOBAL LTD | $3.2M | 289.8K | 0.35% | — |
| 26 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $3M | 4 | 0.33% | — |
| 27 | U UHAL-B U HAUL HOLDING COMPANY | $3M | 45.2K | 0.32% | — |
| 28 | K KO COCA COLA CO | $2.1M | 26.3K | 0.23% | — |
| 29 | L LBRDP LIBERTY BROADBAND CORP | $1.8M | 54.8K | 0.20% | — |
| 30 | S SPY STATE STR SPDR S&P 500 ETF T | $1.6M | 2.2K | 0.18% | — |
| 31 | S SIRI SIRIUSXM HOLDINGS INC | $1.6M | 53.4K | 0.17% | — |
| 32 | M MRK MERCK & CO INC | $1.5M | 11.8K | 0.17% | — |
| 33 | T TRIP TRIPADVISOR INC | $1.5M | 108.5K | 0.16% | — |
| 34 | M MDLZ MONDELEZ INTL INC | $1.5M | 25.7K | 0.16% | — |
| 35 | M MSFT MICROSOFT CORP | $1.5M | 4.0K | 0.16% | — |
| 36 | G GOOGN ALPHABET INC | $1.5M | 4.1K | 0.16% | — |
| 37 | V V VISA INC | $1.4M | 4.2K | 0.16% | — |
| 38 | M MA MASTERCARD INCORPORATED | $1.3M | 2.5K | 0.14% | — |
| 39 | H HSY HERSHEY CO | $1.2M | 6.8K | 0.13% | — |
| 40 | L LLYVK LIBERTY LIVE HOLDINGS INC | $1.2M | 11.3K | 0.13% | — |
| 41 | X XOM EXXON MOBIL CORP | $1.2M | 8.4K | 0.13% | — |
| 42 | J JPM-PM JPMORGAN CHASE & CO | $1.2M | 3.5K | 0.13% | — |
| 43 | V VGES VANGUARD INDEX FDS | $1M | 1.5K | 0.11% | — |
| 44 | P PM PHILIP MORRIS INTL INC | $1M | 5.6K | 0.11% | — |
| 45 | U UNH UNITEDHEALTH GROUP INC | $881K | 2.1K | 0.10% | — |
| 46 | L LLY ELI LILLY & CO | $867K | 723 | 0.10% | — |
| 47 | C CL COLGATE PALMOLIVE CO | $801K | 8.7K | 0.09% | — |
| 48 | C CLX CLOROX CO DEL | $784K | 8.2K | 0.09% | — |
| 49 | C CABO CABLE ONE INC | $614K | 11.6K | 0.07% | — |
| 50 | ? N/A HINGHAM INSTN SVGS MASS | $614K | 2.0K | 0.07% | — |