13F HOLDINGS REPORT
Wallace Capital Management Inc.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003337
Total Value
$804.7M
Positions
77
Other Managers
0
Confidential Omitted
No
Holdings (77)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GRAHAM HLDGS CO | GHM | 162,232 | $191.0M | 23.74% |
| 2 | WHITE MTNS INS GROUP LTD | G9618E107 | 81,489 | $136.2M | 16.93% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 251,042 | $126.2M | 15.68% |
| 4 | SEABOARD CORP DEL | SE | 7,740 | $28.2M | 3.51% |
| 5 | JOHNSON & JOHNSON | JNJ | 150,446 | $27.9M | 3.47% |
| 6 | LOEWS CORP | L | 268,044 | $26.9M | 3.34% |
| 7 | IAC INC | IAC | 738,140 | $25.1M | 3.13% |
| 8 | MOLSON COORS BEVERAGE CO | TAP-A | 528,518 | $23.9M | 2.97% |
| 9 | REPUBLIC SVCS INC | 760759100 | 89,547 | $20.5M | 2.55% |
| 10 | MOHAWK INDS INC | 608190104 | 147,240 | $19.0M | 2.36% |
| 11 | UNILEVER PLC | UNLYF | 275,150 | $16.3M | 2.03% |
| 12 | AFFILIATED MANAGERS GROUP IN | MGRE | 66,900 | $16.0M | 1.98% |
| 13 | LIBERTY GLOBAL LTD | LBTYK | 1,340,791 | $15.4M | 1.91% |
| 14 | CNX RES CORP | CNX | 418,322 | $13.4M | 1.67% |
| 15 | POST HLDGS INC | POST | 122,381 | $13.2M | 1.63% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14 | $10.6M | 1.31% |
| 17 | INGLES MKTS INC | 457030104 | 144,520 | $10.1M | 1.25% |
| 18 | JOHNSON OUTDOORS INC | JOUT | 236,654 | $9.6M | 1.19% |
| 19 | LIBERTY GLOBAL LTD | LBTYK | 614,217 | $7.2M | 0.90% |
| 20 | LIBERTY BROADBAND CORP | LBRDP | 94,879 | $6.0M | 0.75% |
| 21 | GCI LIBERTY INC | GLIBK | 151,441 | $5.6M | 0.70% |
| 22 | HEARTLAND EXPRESS INC | HTLD | 571,500 | $4.8M | 0.60% |
| 23 | TRIPADVISOR INC | TRIP | 283,185 | $4.6M | 0.57% |
| 24 | COCA COLA CO | KO | 62,968 | $4.2M | 0.52% |
| 25 | PROCTER AND GAMBLE CO | 742718109 | 25,149 | $3.9M | 0.48% |
| 26 | APPLE INC | AAPL | 13,335 | $3.4M | 0.42% |
| 27 | CABLE ONE INC | CABO | 15,358 | $2.7M | 0.34% |
| 28 | ALPHABET INC | GOOG | 8,245 | $2.0M | 0.25% |
| 29 | MONDELEZ INTL INC | 609207105 | 31,532 | $2.0M | 0.24% |
| 30 | MICROSOFT CORP | MSFT | 3,257 | $1.7M | 0.21% |
| 31 | HERSHEY CO | HSY | 8,650 | $1.6M | 0.20% |
| 32 | MERCK & CO INC | MRK | 17,779 | $1.5M | 0.19% |
| 33 | SPDR S&P 500 ETF TR | SPY | 2,177 | $1.5M | 0.18% |
| 34 | MASTERCARD INCORPORATED | MA | 2,528 | $1.4M | 0.18% |
| 35 | SIRIUSXM HOLDINGS INC | 829933100 | 55,981 | $1.3M | 0.16% |
| 36 | VISA INC | V | 3,647 | $1.2M | 0.15% |
| 37 | LIBERTY MEDIA CORP DEL | FWONB | 12,832 | $1.2M | 0.15% |
| 38 | CLOROX CO DEL | CLX | 8,861 | $1.1M | 0.14% |
| 39 | EXXON MOBIL CORP | XOM | 8,978 | $1.0M | 0.13% |
| 40 | VANGUARD INDEX FDS | 922908363 | 1,471 | $901,051 | 0.11% |
| 41 | COLGATE PALMOLIVE CO | CL | 10,315 | $824,581 | 0.10% |
| 42 | ALPHABET INC | GOOG | 3,177 | $772,329 | 0.10% |
| 43 | UNITEDHEALTH GROUP INC | UNH | 2,119 | $731,691 | 0.09% |
| 44 | JPMORGAN CHASE & CO. | VYLD | 2,310 | $728,793 | 0.09% |
| 45 | PIPER SANDLER COMPANIES | PIPR | 1,900 | $659,281 | 0.08% |
| 46 | KRAFT HEINZ CO | KHC | 21,896 | $570,172 | 0.07% |
| 47 | PHILIP MORRIS INTL INC | 718172109 | 3,511 | $569,484 | 0.07% |
| 48 | CHEVRON CORP NEW | CVX | 3,520 | $546,543 | 0.07% |
| 49 | ZOETIS INC | ZTS | 3,691 | $540,067 | 0.07% |
| 50 | ENBRIDGE INC | ENNPF | 10,346 | $522,059 | 0.06% |
| 51 | ELI LILLY & CO | LLY | 655 | $499,765 | 0.06% |
| 52 | AUTOMATIC DATA PROCESSING IN | ADP | 1,640 | $481,340 | 0.06% |
| 53 | ABBOTT LABS | ABLZF | 3,500 | $468,790 | 0.06% |
| 54 | HALEON PLC | HLNCF | 49,537 | $444,349 | 0.06% |
| 55 | ABBVIE INC | ABBV | 1,789 | $414,262 | 0.05% |
| 56 | AMPHENOL CORP NEW | 032095101 | 3,200 | $396,000 | 0.05% |
| 57 | MARSH & MCLENNAN COS INC | 571748102 | 1,960 | $394,999 | 0.05% |
| 58 | MCDONALDS CORP | MCD | 1,273 | $386,771 | 0.05% |
| 59 | GOLDMAN SACHS GROUP INC | GSCE | 456 | $363,136 | 0.05% |
| 60 | GENERAL MLS INC | 370334104 | 6,900 | $347,898 | 0.04% |
| 61 | PROGRESSIVE CORP | 743315103 | 1,231 | $303,995 | 0.04% |
| 62 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,928 | $295,286 | 0.04% |
| 63 | HINGHAM INSTN SVGS MASS | 433323102 | 1,000 | $263,780 | 0.03% |
| 64 | BOOKING HOLDINGS INC | BKNG | 48 | $259,165 | 0.03% |
| 65 | TOAST INC | TOST | 7,092 | $258,929 | 0.03% |
| 66 | LIBERTY MEDIA CORP DEL | FWONB | 2,696 | $254,233 | 0.03% |
| 67 | ISHARES TR | 464287200 | 368 | $246,615 | 0.03% |
| 68 | LIBERTY BROADBAND CORP | LBRDP | 3,760 | $238,121 | 0.03% |
| 69 | THERMO FISHER SCIENTIFIC INC | TMO | 475 | $230,385 | 0.03% |
| 70 | VANGUARD INDEX FDS | 922908629 | 765 | $224,711 | 0.03% |
| 71 | IDEXX LABS INC | 45168D104 | 350 | $223,612 | 0.03% |
| 72 | META PLATFORMS INC | META | 300 | $220,314 | 0.03% |
| 73 | RTX CORPORATION | RTX | 1,231 | $205,983 | 0.03% |
| 74 | DIMENSIONAL ETF TRUST | 25434V724 | 4,567 | $204,099 | 0.03% |
| 75 | VODAFONE GROUP PLC NEW | 92857W308 | 15,000 | $174,000 | 0.02% |
| 76 | CLARUS CORP NEW | CLAR | 18,255 | $63,893 | 0.01% |
| 77 | CROWN CRAFTS INC | CRWS | 12,500 | $36,375 | 0.00% |