Holders — by stockHoldings — by fund
Wallace Capital Management Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001459754
$912.1M
disclosed book value
77
positions
19.6%
largest position share
Positions, as of 2026-06-30
top 77 of 77 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GHCGRAHAM HLDGS CO | 156,376 | $178.5M | 19.6% |
| 2 | WHITE MTNS INS GROUP LTD | 80,067 | $166.0M | 18.2% |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 263,465 | $131.8M | 14.5% |
| 4 | PPLIPEOPLE INC | 1.1M | $52.1M | 5.7% |
| 5 | UHAL/BU HAUL HOLDING COMPANY | 557,360 | $32.2M | 3.5% |
| 6 | SEBSEABOARD CORP DEL | 6,871 | $30.7M | 3.4% |
| 7 | LLOEWS CORP | 244,525 | $27.7M | 3% |
| 8 | JNJJOHNSON & JOHNSON | 105,306 | $26.7M | 2.9% |
| 9 | MHKMOHAWK INDS INC | 218,805 | $26.5M | 2.9% |
| 10 | AMGAFFILIATED MANAGERS GROUP | 58,334 | $19.7M | 2.2% |
| 11 | TAPMOLSON COORS BEVERAGE CO | 445,346 | $17.4M | 1.9% |
| 12 | IMKTAINGLES MKTS INC | 192,195 | $17.0M | 1.9% |
| 13 | CNXCNX RES CORP | 496,627 | $16.9M | 1.8% |
| 14 | POSTPOST HLDGS INC | 186,530 | $16.5M | 1.8% |
| 15 | RSGREPUBLIC SVCS INC | 77,246 | $16.5M | 1.8% |
| 16 | LIBERTY GLOBAL LTD | 1.3M | $15.3M | 1.7% |
| 17 | HTLDHEARTLAND EXPRESS INC | 965,007 | $14.7M | 1.6% |
| 18 | ZTSZOETIS INC | 197,251 | $14.2M | 1.6% |
| 19 | ULUNILEVER PLC | 200,651 | $12.1M | 1.3% |
| 20 | JOUTJOHNSON OUTDOORS INC | 248,207 | $11.4M | 1.3% |
| 21 | GLIBKLIBERTY CAP CORP | 492,557 | $10.6M | 1.2% |
| 22 | AAPLAPPLE INC | 12,969 | $3.8M | 0.4% |
| 23 | PGPROCTER & GAMBLE CO | 24,139 | $3.5M | 0.4% |
| 24 | GOOGALPHABET INC | 9,462 | $3.3M | 0.4% |
| 25 | LIBERTY GLOBAL LTD | 289,811 | $3.2M | 0.3% |
| 26 | BRK/ABERKSHIRE HATHAWAY INC DEL | 4 | $3.0M | 0.3% |
| 27 | UHALU HAUL HOLDING COMPANY | 45,170 | $3.0M | 0.3% |
| 28 | KOCOCA COLA CO | 26,328 | $2.1M | 0.2% |
| 29 | LBRDKLIBERTY BROADBAND CORP | 54,758 | $1.8M | 0.2% |
| 30 | SPYSTATE STR SPDR S&P 500 ETF T | 2,205 | $1.6M | 0.2% |
| 31 | SIRISIRIUSXM HOLDINGS INC | 53,407 | $1.6M | 0.2% |
| 32 | MRKMERCK & CO INC | 11,829 | $1.5M | 0.2% |
| 33 | TRIPTRIPADVISOR INC | 108,543 | $1.5M | 0.2% |
| 34 | MDLZMONDELEZ INTL INC | 25,697 | $1.5M | 0.2% |
| 35 | MSFTMICROSOFT CORP | 3,954 | $1.5M | 0.2% |
| 36 | GOOGLALPHABET INC | 4,059 | $1.5M | 0.2% |
| 37 | VVISA INC | 4,222 | $1.4M | 0.2% |
| 38 | MAMASTERCARD INCORPORATED | 2,478 | $1.3M | 0.1% |
| 39 | HSYHERSHEY CO | 6,835 | $1.2M | 0.1% |
| 40 | LLYVKLIBERTY LIVE HOLDINGS INC | 11,330 | $1.2M | 0.1% |
| 41 | EXMOCEXXON MOBIL CORP | 8,442 | $1.2M | 0.1% |
| 42 | JPMJPMORGAN CHASE & CO | 3,515 | $1.2M | 0.1% |
| 43 | VOOVANGUARD INDEX FDS | 1,492 | $1.0M | 0.1% |
| 44 | PMPHILIP MORRIS INTL INC | 5,639 | $1.0M | 0.1% |
| 45 | UNHUNITEDHEALTH GROUP INC | 2,119 | $880,720 | 0.1% |
| 46 | LLYELI LILLY & CO | 723 | $867,188 | 0.1% |
| 47 | CLCOLGATE PALMOLIVE CO | 8,735 | $800,825 | 0.1% |
| 48 | CLXCLOROX CO DEL | 8,216 | $784,135 | 0.1% |
| 49 | CABOCABLE ONE INC | 11,567 | $614,319 | 0.1% |
| 50 | HIFSHINGHAM INSTN SVGS MASS | 2,000 | $614,300 | 0.1% |
| 51 | RTXRTX CORPORATION | 2,975 | $564,447 | 0.1% |
| 52 | PIPRPIPER SANDLER COMPANIES | 7,600 | $549,784 | 0.1% |
| 53 | ABBVABBVIE INC | 2,165 | $544,841 | 0.1% |
| 54 | ITOTISHARES TR | 3,300 | $542,091 | 0.1% |
| 55 | ENBENBRIDGE INC | 8,846 | $479,542 | 0.1% |
| 56 | APHAMPHENOL CORP | 2,600 | $458,432 | 0.1% |
| 57 | MOALTRIA GROUP INC | 6,280 | $451,846 | 0% |
| 58 | KHCKRAFT HEINZ CO | 18,377 | $434,060 | 0% |
| 59 | AMGNAMGEN INC | 1,171 | $424,043 | 0% |
| 60 | ADPAUTOMATIC DATA PROCESSING IN | 1,760 | $394,152 | 0% |
| 61 | CVXCHEVRON CORPORATION | 2,195 | $363,843 | 0% |
| 62 | MMACYS INC | 14,952 | $352,120 | 0% |
| 63 | GISGENERAL MILLS INC | 10,000 | $348,000 | 0% |
| 64 | MAGNUM ICE CREAM CO NV | 19,789 | $344,526 | 0% |
| 65 | MRSHMARSH & MCLENNAN COS INC | 2,010 | $335,007 | 0% |
| 66 | MCDMCDONALDS CORP | 1,110 | $300,036 | 0% |
| 67 | VEAVANGUARD TAX-MANAGED FDS | 3,862 | $275,168 | 0% |
| 68 | IVVISHARES TR | 360 | $269,950 | 0% |
| 69 | PGRPROGRESSIVE CORP | 1,231 | $268,912 | 0% |
| 70 | DFUVDIMENSIONAL ETF TRUST | 4,567 | $251,231 | 0% |
| 71 | QQQINVESCO QQQ TR | 341 | $250,928 | 0% |
| 72 | VOVANGUARD INDEX FDS | 2,860 | $230,430 | 0% |
| 73 | TMOTHERMO FISHER SCIENTIFIC INC | 450 | $225,612 | 0% |
| 74 | GSGOLDMAN SACHS GROUP INC | 220 | $222,501 | 0% |
| 75 | BKNGBOOKING HOLDINGS INC | 1,200 | $213,888 | 0% |
| 76 | VODVODAFONE GROUP PLC | 15,000 | $198,375 | 0% |
| 77 | HLNHALEON PLC | 11,836 | $110,428 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.