Wallace Capital Management Inc.

data from 30/09/2025

Capitalization

$ 804.698 M 9.64 %

Average holding period

22 ans

Performance

$ 679.947 M 35 174.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Wallace Capital Management Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GHC GRAHAM HLDGS CO 23.74% 190.998 M $ 162232 2013/12/31 37.459 M $ 24.43 %
2025/09/30 WTM WHITE MTNS INS GROUP LTD 16.93% 136.210 M $ 81489 2012/03/31 -9.816 M $ -6.92 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 15.68% 126.209 M $ 251042 2012/03/31 4.248 M $ 3.49 %
2025/09/30 SEB SEABOARD CORP DEL 3.51% 28.228 M $ 7740 2025/03/31 6.038 M $ 27.46 %
2025/09/30 JNJ JOHNSON & JOHNSON 3.47% 27.896 M $ 150446 2012/03/31 5.215 M $ 21.39 %
2025/09/30 L LOEWS CORP 3.34% 26.909 M $ 268044 2015/09/30 2.339 M $ 9.52 %
2025/09/30 IAC IAC INC 3.13% 25.148 M $ 738140 2025/09/30 0.000 $ 0.00 %
2025/09/30 TAP MOLSON COORS BEVERAGE CO 2.97% 23.915 M $ 528518 2024/09/30 -1.514 M $ -5.91 %
2025/09/30 RSG REPUBLIC SVCS INC 2.55% 20.549 M $ 89547 2012/03/31 -1.571 M $ -6.95 %
2025/09/30 MHK MOHAWK INDS INC 2.36% 18.982 M $ 147240 2020/03/31 3.535 M $ 22.97 %
2025/09/30 UL UNILEVER PLC 2.03% 16.311 M $ 275150 2012/03/31 -531.468 K $ -3.09 %
2025/09/30 AMG AFFILIATED MANAGERS GROUP IN 1.98% 15.951 M $ 66900 2019/09/30 2.795 M $ 21.17 %
2025/09/30 LBTYA LIBERTY GLOBAL LTD 1.91% 15.365 M $ 1340791 2023/12/31 1.973 M $ 14.49 %
2025/09/30 CNX CNX RES CORP 1.67% 13.437 M $ 418322 2022/06/30 -646.724 K $ -4.63 %
2025/09/30 POST POST HLDGS INC 1.63% 13.154 M $ 122381 2020/09/30 -194.743 K $ -1.42 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 1.31% 10.559 M $ 14 2012/03/31 355.600 K $ 3.49 %
2025/09/30 IMKTA INGLES MKTS INC 1.25% 10.053 M $ 144520 2025/09/30 0.000 $ 0.00 %
2025/09/30 JOUT JOHNSON OUTDOORS INC 1.19% 9.558 M $ 236654 2020/06/30 2.746 M $ 33.43 %
2025/09/30 LBTYK LIBERTY GLOBAL LTD 0.90% 7.217 M $ 614217 2023/12/31 1.142 M $ 13.97 %
2025/09/30 LBRDK LIBERTY BROADBAND CORP 0.75% 6.029 M $ 94879 2014/12/31 -2.830 M $ -29.03 %
2025/09/30 GCI LIBERTY INC 0.70% 5.644 M $ 151441 2025/09/30 0.000 $ 0.00 %
2025/09/30 HTLD HEARTLAND EXPRESS INC 0.60% 4.789 M $ 571500 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRIP TRIPADVISOR INC 0.57% 4.605 M $ 283185 2020/03/31 1.067 M $ 24.60 %
2025/09/30 KO COCA COLA CO 0.52% 4.176 M $ 62968 2012/03/31 -305.497 K $ -6.26 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.48% 3.864 M $ 25149 2012/03/31 -150.725 K $ -3.56 %
2025/09/30 AAPL APPLE INC 0.42% 3.395 M $ 13335 2020/12/31 673.991 K $ 24.11 %
2025/09/30 CABO CABLE ONE INC 0.34% 2.719 M $ 15358 2015/09/30 725.782 K $ 30.37 %
2025/09/30 GOOG ALPHABET INC 0.25% 2.008 M $ 8245 2023/06/30 547.143 K $ 37.30 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.24% 1.970 M $ 31532 2012/12/31 -156.639 K $ -7.37 %
2025/09/30 MSFT MICROSOFT CORP 0.21% 1.687 M $ 3257 2023/06/30 67.001 K $ 4.13 %
2025/09/30 HSY HERSHEY CO 0.20% 1.618 M $ 8650 2012/03/31 191.799 K $ 12.71 %
2025/09/30 MRK MERCK & CO INC 0.19% 1.492 M $ 17779 2012/03/31 89.943 K $ 6.03 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.18% 1.450 M $ 2177 2023/12/31 103.764 K $ 7.82 %
2025/09/30 MA MASTERCARD INCORPORATED 0.18% 1.438 M $ 2528 2018/06/30 17.367 K $ 1.22 %
2025/09/30 SIRI SIRIUSXM HOLDINGS INC 0.16% 1.303 M $ 55981 2024/09/30 19.990 K $ 1.35 %
2025/09/30 V VISA INC 0.15% 1.245 M $ 3647 2018/09/30 -49.854 K $ -3.85 %
2025/09/30 LLYVK LIBERTY MEDIA CORP DEL 0.15% 1.244 M $ 12832 2023/09/30 210.810 K $ 19.48 %
2025/09/30 CLX CLOROX CO DEL 0.14% 1.093 M $ 8861 2012/03/31 29.002 K $ 2.69 %
2025/09/30 XOM EXXON MOBIL CORP 0.13% 1.012 M $ 8978 2021/03/31 44.104 K $ 4.59 %
2025/09/30 VOO VANGUARD INDEX FDS 0.11% 901.051 K $ 1471 2023/12/31 74.108 K $ 7.81 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.10% 824.581 K $ 10315 2012/03/31 -117.162 K $ -12.06 %
2025/09/30 GOOGL ALPHABET INC 0.10% 772.329 K $ 3177 2023/06/30 212.445 K $ 37.94 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.09% 731.691 K $ 2119 2023/06/30 70.626 K $ 10.68 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.09% 728.793 K $ 2310 2020/12/31 60.814 K $ 8.80 %
2025/09/30 PIPR PIPER SANDLER COMPANIES 0.08% 659.281 K $ 1900 2021/12/31 151.081 K $ 24.84 %
2025/09/30 KHC KRAFT HEINZ CO 0.07% 570.172 K $ 21896 2015/06/30 5.529 K $ 0.85 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.07% 569.484 K $ 3511 2014/12/31 -69.974 K $ -10.94 %
2025/09/30 CVX CHEVRON CORP NEW 0.07% 546.543 K $ 3520 2024/03/31 82.509 K $ 8.45 %
2025/09/30 ZTS ZOETIS INC 0.07% 540.067 K $ 3691 2019/06/30 -37.287 K $ -6.18 %
2025/09/30 ENB ENBRIDGE INC 0.06% 522.059 K $ 10346 2024/03/31 53.178 K $ 11.34 %
2025/09/30 LLY ELI LILLY & CO 0.06% 499.765 K $ 655 2015/03/31 -11.075 K $ -2.12 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.06% 481.340 K $ 1640 2017/12/31 -24.435 K $ -4.83 %
2025/09/30 ABT ABBOTT LABS 0.06% 468.790 K $ 3500 2023/06/30 -9.314 K $ -1.52 %
2025/09/30 HLN HALEON PLC 0.06% 444.349 K $ 49537 2022/09/30 -97.963 K $ -13.50 %
2025/09/30 ABBV ABBVIE INC 0.05% 414.262 K $ 1789 2024/06/30 82.150 K $ 24.74 %
2025/09/30 APH AMPHENOL CORP NEW 0.05% 396.000 K $ 3200 2024/09/30 80.000 K $ 25.32 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.05% 394.999 K $ 1960 2016/03/31 -33.535 K $ -7.83 %
2025/09/30 MCD MCDONALDS CORP 0.05% 386.771 K $ 1273 2015/03/31 14.896 K $ 4.01 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.05% 363.136 K $ 456 2024/09/30 40.401 K $ 12.52 %
2025/09/30 GIS GENERAL MLS INC 0.04% 347.898 K $ 6900 2012/03/31 -9.591 K $ -2.68 %
2025/09/30 PGR PROGRESSIVE CORP 0.04% 303.995 K $ 1231 2024/03/31 -24.509 K $ -7.46 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.04% 295.286 K $ 4928 2023/12/31 15.795 K $ 5.10 %
2025/09/30 HIFS HINGHAM INSTN SVGS MASS 0.03% 263.780 K $ 1000 2024/09/30 15.429 K $ 6.21 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.03% 259.165 K $ 48 2024/09/30 -18.718 K $ -6.74 %
2025/09/30 TOST TOAST INC 0.03% 258.929 K $ 7092 2024/09/30 -55.175 K $ -17.57 %
2025/09/30 LLYVA LIBERTY MEDIA CORP DEL 0.03% 254.233 K $ 2696 2025/06/30 40.251 K $ 18.65 %
2025/09/30 IVV ISHARES TR 0.03% 246.615 K $ 368 2025/03/31 17.811 K $ 7.79 %
2025/09/30 LBRDA LIBERTY BROADBAND CORP 0.03% 238.121 K $ 3760 2014/12/31 -131.075 K $ -28.94 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.03% 230.385 K $ 475 2023/06/30 0.000 $ 0.00 %
2025/09/30 VO VANGUARD INDEX FDS 0.03% 224.711 K $ 765 2025/03/31 10.641 K $ 4.97 %
2025/09/30 IDXX IDEXX LABS INC 0.03% 223.612 K $ 350 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.03% 220.314 K $ 300 2024/03/31 -1.113 K $ -0.50 %
2025/09/30 RTX RTX CORPORATION 0.03% 205.983 K $ 1231 2025/09/30 0.000 $ 0.00 %
2025/09/30 DFUV DIMENSIONAL ETF TRUST 0.03% 204.099 K $ 4567 2025/09/30 0.000 $ 0.00 %
2025/09/30 VOD VODAFONE GROUP PLC NEW 0.02% 174.000 K $ 15000 2024/03/31 14.099 K $ 8.82 %
2025/09/30 CLAR CLARUS CORP NEW 0.01% 63.893 K $ 18255 2017/09/30 547.000 $ 0.86 %
2025/09/30 CRWS CROWN CRAFTS INC 0.00% 36.375 K $ 12500 2017/09/30 500.000 $ 1.39 %
2025/09/30 NKE NIKE INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %
2025/09/30 SNRE SUNRISE COMMUNICATIONS AG 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 KKR KKR & CO INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %