Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wallace Capital Management Inc. (CIK 1459754) reported $870.8M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WTM ($173.1M, 19.88%), GHC ($164.0M, 18.83%), BRK/B ($115.9M, 13.31%), IAC ($44.8M, 5.15%), SEB ($41.8M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WTM | WHITE MTNS INS GROUP LTD | $173.1M | 19.88% | 78,795 | Trimmed |
| 2 | GHC | GRAHAM HLDGS CO | $164.0M | 18.83% | 155,071 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $115.9M | 13.31% | 241,892 | Trimmed |
| 4 | IAC | IAC INC | $44.8M | 5.15% | 1.1M | Added |
| 5 | SEB | SEABOARD CORP DEL | $41.8M | 4.80% | 7,396 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON | $28.9M | 3.32% | 118,370 | Trimmed |
| 7 | L | LOEWS CORP | $27.5M | 3.15% | 257,326 | Trimmed |
| 8 | UHAL/B | U HAUL HOLDING COMPANY | $24.2M | 2.78% | 541,890 | New |
| 9 | MHK | MOHAWK INDS INC | $21.0M | 2.42% | 213,765 | Added |
| 10 | TAP | MOLSON COORS BEVERAGE CO | $19.7M | 2.26% | 456,424 | Added |
| 11 | GLIBK | GCI LIBERTY INC | $19.3M | 2.22% | 518,999 | Added |
| 12 | RSG | REPUBLIC SVCS INC | $17.5M | 2.02% | 80,129 | Trimmed |
| 13 | AMG | AFFILIATED MANAGERS GROUP | $17.4M | 2.00% | 62,874 | Trimmed |
| 14 | IMKTA | INGLES MKTS INC | $17.3M | 1.99% | 192,307 | Added |
| 15 | CNX | CNX RES CORP | $16.3M | 1.88% | 423,572 | Added |
| 16 | LBTYA | LIBERTY GLOBAL LTD | $15.6M | 1.79% | 1.3M | Trimmed |
| 17 | POST | POST HLDGS INC | $11.7M | 1.34% | 118,168 | Trimmed |
| 18 | JOUT | JOHNSON OUTDOORS INC | $11.6M | 1.33% | 248,842 | Added |
| 19 | UL | UNILEVER PLC | $10.3M | 1.19% | 181,557 | Trimmed |
| 20 | HTLD | HEARTLAND EXPRESS INC | $10.1M | 1.16% | 971,067 | Added |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.1M | 1.15% | 14 | Hold |
| 22 | LBTYK | LIBERTY GLOBAL LTD | $3.9M | 0.45% | 336,000 | Trimmed |
| 23 | PG | PROCTER & GAMBLE CO | $3.5M | 0.41% | 24,562 | Trimmed |
| 24 | AAPL | APPLE INC | $3.1M | 0.36% | 12,345 | Trimmed |
| 25 | LBRDK | LIBERTY BROADBAND CORP | $3.1M | 0.35% | 61,213 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31