Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Wallace Capital Management Inc. (CIK 1459754) reported $912.1M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GHC ($178.5M, 19.57%), WTM ($166.0M, 18.20%), BRKB ($131.8M, 14.45%), IAC ($52.1M, 5.71%), UHALB ($32.2M, 3.53%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GHCGRAHAM HLDGS CO$178.5M19.57%156,376Added
2WTMWHITE MTNS INS GROUP LTD$166.0M18.20%80,067Added
3BRKBBERKSHIRE HATHAWAY INC DEL$131.8M14.45%263,465Added
4IACPEOPLE INC$52.1M5.71%1.1MAdded
5UHALBU HAUL HOLDING COMPANY$32.2M3.53%557,360Added
6SEBSEABOARD CORP DEL$30.7M3.36%6,871Trimmed
7LLOEWS CORP$27.7M3.03%244,525Trimmed
8JNJJOHNSON & JOHNSON$26.7M2.93%105,306Trimmed
9MHKMOHAWK INDS INC$26.5M2.91%218,805Added
10AMGAFFILIATED MANAGERS GROUP$19.7M2.16%58,334Trimmed
11TAPMOLSON COORS BEVERAGE CO$17.4M1.90%445,346Trimmed
12IMKTAINGLES MKTS INC$17.0M1.87%192,195Trimmed
13CNXCNX RES CORP$16.9M1.85%496,627Added
14RSGREPUBLIC SVCS INC$16.5M1.80%77,246Trimmed
15POSTPOST HLDGS INC$16.5M1.80%186,530Added
16LBTYALIBERTY GLOBAL LTD$15.3M1.67%1.3MAdded
17HTLDHEARTLAND EXPRESS INC$14.7M1.61%965,007Trimmed
18ZTSZOETIS INC$14.2M1.55%197,251Added
19ULUNILEVER PLC$12.1M1.32%200,651Added
20JOUTJOHNSON OUTDOORS INC$11.4M1.25%248,207Trimmed
21GLIBKLIBERTY CAP CORP$10.6M1.16%492,557Trimmed
22AAPLAPPLE INC$3.8M0.41%12,969Added
23PGPROCTER & GAMBLE CO$3.5M0.39%24,139Trimmed
24GOOGALPHABET INC$3.3M0.37%9,462Added
25LBTYKLIBERTY GLOBAL LTD$3.2M0.35%289,811Trimmed

Source: SEC Form 13F filings · as of 2026-06-30