Wallace Capital Management Inc. — 13F Holdings & Portfolio

CIK 1459754 · latest 13F-HR filed 2026-08-14

Wallace Capital Management Inc. manages $912.1M in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GHC (19.57%), WTM (18.20%), BRK.B (14.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 36, and trimmed 25.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
100 CRESCENT COURT
SUITE 1190
DALLAS, TX 75201
Phone
(214) 303-0200
Filing Manager
Wallace Capital Management Inc.
DALLAS, TX
Signatory
Blake Estess
Chief Compliance Officer
Loading holdings…
AUM

$912.1M

Long-equity book

Holdings

77

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+3 / −1 / ↑36 / ↓25

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BERKSHIRE HATHAWAY INC DEL$15.9M +13.7%
  • GRAHAM HLDGS CO$14.5M +8.9%
  • ZOETIS INC$13.8M +3334.8%
  • U HAUL HOLDING COMPANY$8.0M +32.9%
  • PEOPLE INC$7.3M +16.2%
Show all 36

Top Trims

  • SEABOARD CORP DEL-$11.1M -26.6%
  • LIBERTY CAP CORP-$8.7M -45.0%
  • BERKSHIRE HATHAWAY INC DEL-$7.1M -70.2%
  • MOLSON COORS BEVERAGE CO-$2.3M -11.7%
  • JOHNSON & JOHNSON-$2.2M -7.6%
Show all 25

New Positions

  • ISHARES TR$542.1K
  • ALTRIA GROUP INC$451.8K
  • INVESCO QQQ TR$250.9K
Show all 3

Exited Positions

  • LIBERTY LIVE HOLDINGS INC$203.5K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GRAHAM HLDGS CO GHC 384637104 $178.5M 19.57% 156,376 SH
2 WHITE MTNS INS GROUP LTD WTM G9618E107 $166.0M 18.20% 80,067 SH
3 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $131.8M 14.45% 263,465 SH
4 PEOPLE INC PPLI 44891N208 $52.1M 5.71% 1,127,772 SH
5 U HAUL HOLDING COMPANY UHAL.B 023586506 $32.2M 3.53% 557,360 SH
6 SEABOARD CORP DEL SEB 811543107 $30.7M 3.36% 6,871 SH
7 LOEWS CORP L 540424108 $27.7M 3.03% 244,525 SH
8 JOHNSON & JOHNSON JNJ 478160104 $26.7M 2.93% 105,306 SH
9 MOHAWK INDS INC MHK 608190104 $26.5M 2.91% 218,805 SH
10 AFFILIATED MANAGERS GROUP AMG 008252108 $19.7M 2.16% 58,334 SH
11 MOLSON COORS BEVERAGE CO TAP 60871R209 $17.4M 1.90% 445,346 SH
12 INGLES MKTS INC IMKTA 457030104 $17.0M 1.87% 192,195 SH
13 CNX RES CORP CNX 12653C108 $16.9M 1.85% 496,627 SH
14 POST HLDGS INC POST 737446104 $16.5M 1.80% 186,530 SH
15 REPUBLIC SVCS INC RSG 760759100 $16.5M 1.80% 77,246 SH
16 LIBERTY GLOBAL LTD LBTYA G61188101 $15.3M 1.67% 1,342,309 SH
17 HEARTLAND EXPRESS INC HTLD 422347104 $14.7M 1.61% 965,007 SH
18 ZOETIS INC ZTS 98978V103 $14.2M 1.55% 197,251 SH
19 UNILEVER PLC UL 904767803 $12.1M 1.32% 200,651 SH
20 JOHNSON OUTDOORS INC JOUT 479167108 $11.4M 1.25% 248,207 SH
21 LIBERTY CAP CORP GLIBK 36164V800 $10.6M 1.16% 492,557 SH
22 APPLE INC AAPL 037833100 $3.8M 0.41% 12,969 SH
23 PROCTER & GAMBLE CO PG 742718109 $3.5M 0.39% 24,139 SH
24 ALPHABET INC GOOG 02079K107 $3.3M 0.37% 9,462 SH
25 LIBERTY GLOBAL LTD LBTYK G61188127 $3.2M 0.35% 289,811 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.0M 0.33% 4 SH
27 U HAUL HOLDING COMPANY UHAL 023586100 $3.0M 0.32% 45,170 SH
28 COCA COLA CO KO 191216100 $2.1M 0.23% 26,328 SH
29 LIBERTY BROADBAND CORP LBRDK 530307305 $1.8M 0.20% 54,758 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.6M 0.18% 2,205 SH
31 SIRIUSXM HOLDINGS INC SIRI 829933100 $1.6M 0.17% 53,407 SH
32 MERCK & CO INC MRK 58933Y105 $1.5M 0.17% 11,829 SH
33 TRIPADVISOR INC TRIP 896945201 $1.5M 0.16% 108,543 SH
34 MONDELEZ INTL INC MDLZ 609207105 $1.5M 0.16% 25,697 SH
35 MICROSOFT CORP MSFT 594918104 $1.5M 0.16% 3,954 SH
36 ALPHABET INC GOOGL 02079K305 $1.5M 0.16% 4,059 SH
37 VISA INC V 92826C839 $1.4M 0.16% 4,222 SH
38 MASTERCARD INCORPORATED MA 57636Q104 $1.3M 0.14% 2,478 SH
39 HERSHEY CO HSY 427866108 $1.2M 0.13% 6,835 SH
40 LIBERTY LIVE HOLDINGS INC LLYVK 530909308 $1.2M 0.13% 11,330 SH
41 EXXON MOBIL CORP XOM 30231G102 $1.2M 0.13% 8,442 SH
42 JPMORGAN CHASE & CO JPM 46625H100 $1.2M 0.13% 3,515 SH
43 VANGUARD INDEX FDS VOO 922908363 $1.0M 0.11% 1,492 SH
44 PHILIP MORRIS INTL INC PM 718172109 $1.0M 0.11% 5,639 SH
45 UNITEDHEALTH GROUP INC UNH 91324P102 $880.7K 0.10% 2,119 SH
46 ELI LILLY & CO LLY 532457108 $867.2K 0.10% 723 SH
47 COLGATE PALMOLIVE CO CL 194162103 $800.8K 0.09% 8,735 SH
48 CLOROX CO DEL CLX 189054109 $784.1K 0.09% 8,216 SH
49 CABLE ONE INC CABO 12685J105 $614.3K 0.07% 11,567 SH
50 HINGHAM INSTN SVGS MASS HIFS 433323102 $614.3K 0.07% 2,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $912.1M 77 0001420506-26-001833
2026-03-31 2026-05-15 $870.8M 75 0001420506-26-001102
2025-12-31 2026-02-17 $830.5M 75 0001420506-26-000544
2025-09-30 2025-11-14 $804.7M 77 0001420506-25-003337