Wallace Capital Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Wallace Capital Management Inc. disclosed 73 stock positions valued at approximately $912.14M as of quarter-end June 30, 2026. The largest holdings include GRAHAM HLDGS CO, WHITE MTNS INS GROUP LTD, and BERKSHIRE HATHAWAY INC DEL.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $912.14M
Holdings by Sector
Wallace Capital Management Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GRAHAM HLDGS CO | GHC | Consumer Defensive | 19.57% | 156,376 | +1,305 | +0.84% | $178,490,499 |
| WHITE MTNS INS GROUP LTD | WTM | Financial Services | 18.20% | 80,067 | +1,272 | +1.61% | $166,009,833 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 14.45% | 263,465 | +21,573 | +8.92% | $131,835,297 |
| PEOPLE INC | IAC | Communication Services | 5.71% | 1,127,772 | +8,494 | +0.76% | $52,057,956 |
| U HAUL HOLDING COMPANY | UHAL-B | Industrials | 3.53% | 557,360 | +15,470 | +2.85% | $32,159,672 |
| SEABOARD CORP DEL | SEB | Industrials | 3.36% | 6,871 | -525 | -7.10% | $30,675,148 |
| LOEWS CORP | L | Financial Services | 3.03% | 244,525 | -12,801 | -4.97% | $27,682,672 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.93% | 105,306 | -13,064 | -11.04% | $26,744,489 |
| MOHAWK INDS INC | MHK | Consumer Cyclical | 2.91% | 218,805 | +5,040 | +2.36% | $26,547,611 |
| AFFILIATED MANAGERS GROUP | AMG | Financial Services | 2.16% | 58,334 | -4,540 | -7.22% | $19,740,377 |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 1.90% | 445,346 | -11,078 | -2.43% | $17,350,663 |
| INGLES MKTS INC | IMKTA | Consumer Defensive | 1.87% | 192,195 | -112 | -0.06% | $17,024,598 |
| CNX RES CORP | CNX | Energy | 1.85% | 496,627 | +73,055 | +17.25% | $16,850,554 |
| POST HLDGS INC | POST | Consumer Defensive | 1.80% | 186,530 | +68,362 | +57.85% | $16,463,138 |
| REPUBLIC SVCS INC | RSG | Industrials | 1.80% | 77,246 | -2,883 | -3.60% | $16,459,561 |
| LIBERTY GLOBAL LTD | LBTYA | Other | 1.67% | 1,342,309 | +55,076 | +4.28% | $15,262,053 |
| HEARTLAND EXPRESS INC | HTLD | Industrials | 1.61% | 965,007 | -6,060 | -0.62% | $14,687,406 |
| ZOETIS INC | ZTS | Healthcare | 1.55% | 197,251 | +193,760 | +5550.27% | $14,174,457 |
| UNILEVER PLC | UNLYF | Other | 1.32% | 200,651 | +19,094 | +10.52% | $12,063,143 |
| JOHNSON OUTDOORS INC | JOUT | Consumer Cyclical | 1.25% | 248,207 | -635 | -0.26% | $11,427,457 |
| APPLE INC | AAPL | Technology | 0.41% | 12,969 | +624 | +5.05% | $3,752,710 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.39% | 24,139 | -423 | -1.72% | $3,539,808 |
| ALPHABET INC | GOOG | Communication Services | 0.37% | 9,462 | +1,217 | +14.76% | $3,343,208 |
| LIBERTY GLOBAL LTD | LBTYK | Other | 0.35% | 289,811 | -46,189 | -13.75% | $3,187,921 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.33% | 4 | -10 | -71.43% | $2,995,400 |
| U HAUL HOLDING COMPANY | UHAL | Industrials | 0.32% | 45,170 | -1,475 | -3.16% | $2,955,925 |
| COCA COLA CO | KO | Consumer Defensive | 0.23% | 26,328 | -11,612 | -30.61% | $2,139,657 |
| LIBERTY BROADBAND CORP | LBRDK | Communication Services | 0.20% | 54,758 | -6,455 | -10.55% | $1,821,251 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.18% | 2,205 | -847 | -27.75% | $1,646,665 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 0.17% | 53,407 | +23 | +0.04% | $1,577,630 |
Showing 30 of 73 holdings in the latest reporting period.