FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,182.42-0.10%
XLE56.76-0.19%
STOXX50E5,860.32-0.39%
XLF51.820.77%
FTSE10,321.09-0.56%
IXIC24,880.660.18%
RUT2,785.27-0.06%
GSPC7,175.540.15%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001459754

Wallace Capital Management Inc.

DALLAS, TX · File #028-14310

Latest AUM
$830.5M
Positions
75
Top-10 Concentration
78.6%
Filings
10

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDUNILEVER PLC904767704-275,150-$16.3M$0
ADDGCI LIBERTY INCGLIBK+354,536+$13.2M-$9,086
NEWUNILEVER PLCUNLYF+191,192+$12.5M$0
ADDMOHAWK INDS INC608190104+60,982+$6.7M-$2.9M
REDUCEMOLSON COORS BEVERAGE COTAP-A-128,118-$6.0M+$755,825
ADDIAC INCIAC+145,635+$5.7M+$3.7M
REDUCEGRAHAM HLDGS COGHM-5,164-$5.7M-$12.8M
ADDHEARTLAND EXPRESS INCHTLD+374,874+$3.4M+$371,478
REDUCEBERKSHIRE HATHAWAY INC DELBRK-A-6,506-$3.3M-$22,592
REDUCEJOHNSON & JOHNSONJNJ-15,627-$3.2M+$3.2M

Sector Allocation

Industrials
21.8%$181.3M
Healthcare
3.9%$32.4M
Financials
3.7%$30.9M
Energy
2.0%$16.8M
Technology
0.7%$5.8M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1GRAHAM HLDGS COGHM157,068$172.6M20.97%
2WHITE MTNS INS GROUP LTDG9618E10780,347$167.0M20.29%
3BERKSHIRE HATHAWAY INC DELBRK-A244,536$122.9M14.94%
4IAC INCIAC883,775$34.6M4.20%
5SEABOARD CORP DELSE7,713$34.3M4.17%
6JOHNSON & JOHNSONJNJ134,819$27.9M3.39%
7LOEWS CORPL262,210$27.6M3.36%
8MOHAWK INDS INC608190104208,222$22.8M2.77%
9GCI LIBERTY INCGLIBK505,977$18.8M2.29%
10AFFILIATED MANAGERS GROUP INMGRE65,097$18.8M2.28%
11MOLSON COORS BEVERAGE COTAP-A400,400$18.7M2.27%
12REPUBLIC SVCS INC76075910084,873$18.0M2.19%
13CNX RES CORPCNX416,707$15.3M1.86%
14LIBERTY GLOBAL LTDLBTYK1,299,236$14.5M1.76%
15UNILEVER PLCUNLYF191,192$12.5M1.52%
16POST HLDGS INCPOST120,458$11.9M1.45%
17BERKSHIRE HATHAWAY INC DELBRK-A14$10.6M1.28%
18INGLES MKTS INC457030104145,649$10.0M1.21%
19HEARTLAND EXPRESS INCHTLD946,374$8.5M1.04%
20JOHNSON OUTDOORS INCJOUT189,296$8.0M0.98%