Sponsored

The Analysis of Wallace Capital Management Inc.'s Holdings & P&L

Currently, Wallace Capital Management Inc. holds 75 types of securities in its portfolio with a total value $870.8M. In the most recent quarter, they have increased their positions in UHAL.B (+541.9K shares, valued at $24.2M), IAC (+235.5K shares, valued at $9.4M), IMKTA (+46.7K shares, valued at $4.2M); decreased their positions in JNJ (-16.4K shares, valued at $4.0M), WTM (-1.6K shares, valued at $3.4M), GHC (-2.0K shares, valued at $2.1M); initiated new positions in UHAL.B (+541.9K shares, valued at $24.2M), UHAL (+46.6K shares, valued at $2.2M), N/A (+7.6K shares, valued at $581.8K).

1M P&L

-28.0M-4.02%

3M P&L

-15.4M-2.25%

HY P&L

+40.1M+6.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Property & Casualty194.9M

30.1%

2Education & Training Services172.6M

26.6%

3Internet Content & Information34.6M

5.3%

Top Industries by Stock Count

1N/A6 stocks

9.7%

2Drug Manufacturers - General4 stocks

6.5%

3Household & Personal Products3 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WTM WHITE MTNS INS GROUP LTD78.8K shares-1.93%2026-03-312026-05-15

GHC GRAHAM HLDGS CO155.1K shares-1.27%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL241.9K shares-1.08%2026-03-312026-05-15

IAC IAC INC1.1M shares26.65%2026-03-312026-05-15

SEB SEABOARD CORP DEL7.4K shares-4.11%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON118.4K shares-12.20%2026-03-312026-05-15

L LOEWS CORP257.3K shares-1.86%2026-03-312026-05-15

UHAL.B U HAUL HOLDING COMPANY541.9K sharesnew addition2026-03-312026-05-15

Sponsored

MHK MOHAWK INDS INC213.8K shares2.66%2026-03-312026-05-15

TAP MOLSON COORS BEVERAGE CO456.4K shares13.99%2026-03-312026-05-15

GCI LIBERTY INC GCI LIBERTY INC519.0K shares2.57%2026-03-312026-05-15

RSG REPUBLIC SVCS INC80.1K shares-5.59%2026-03-312026-05-15

AMG AFFILIATED MANAGERS GROUP62.9K shares-3.41%2026-03-312026-05-15

IMKTA INGLES MKTS INC192.3K shares32.03%2026-03-312026-05-15

CNX CNX RES CORP423.6K shares1.65%2026-03-312026-05-15

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD1.3M shares-0.92%2026-03-312026-05-15

Sponsored

POST POST HLDGS INC118.2K shares-1.90%2026-03-312026-05-15

JOUT JOHNSON OUTDOORS INC248.8K shares31.46%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC181.6K shares-5.04%2026-03-312026-05-15

HTLD HEARTLAND EXPRESS INC971.1K shares2.61%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL14 shares0.00%2026-03-312026-05-15

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD336.0K shares-8.88%2026-03-312026-05-15

PG PROCTER & GAMBLE CO24.6K shares-3.05%2026-03-312026-05-15

AAPL APPLE INC12.3K shares-8.35%2026-03-312026-05-15

Sponsored

LBRDK LIBERTY BROADBAND CORP61.2K shares-4.86%2026-03-312026-05-15

KO COCA COLA CO37.9K shares-22.32%2026-03-312026-05-15

ALPHABET INC ALPHABET INC8.2K shares0.00%2026-03-312026-05-15

UHAL U HAUL HOLDING COMPANY46.6K sharesnew addition2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC16.8K shares-7.27%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T3.1K shares6.45%2026-03-312026-05-15

TRIP TRIPADVISOR INC155.6K shares-19.43%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC27.9K shares-6.60%2026-03-312026-05-15

Sponsored

XOM EXXON MOBIL CORP9.0K shares-5.43%2026-03-312026-05-15

HSY HERSHEY CO7.0K shares-13.89%2026-03-312026-05-15

MSFT MICROSOFT CORP3.4K shares-1.17%2026-03-312026-05-15

MA MASTERCARD INCORPORATED2.5K shares0.00%2026-03-312026-05-15

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC53.4K shares-3.96%2026-03-312026-05-15

CABO CABLE ONE INC11.8K shares-2.15%2026-03-312026-05-15

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC11.4K shares-5.63%2026-03-312026-05-15

ALPHABET INC ALPHABET INC3.6K shares-6.85%2026-03-312026-05-15

Sponsored

V VISA INC3.4K shares0.00%2026-03-312026-05-15

CLX CLOROX CO DEL9.7K shares15.29%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares2.81%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO9.6K shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.4K shares-1.24%2026-03-312026-05-15

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES7.6K sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS INTL INC3.5K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.1K shares-2.08%2026-03-312026-05-15

Sponsored

ENB ENBRIDGE INC10.1K shares-2.42%2026-03-312026-05-15

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV31.6K shares-27.70%2026-03-312026-05-15

CVX CHEVRON CORPORATION2.2K shares-2.87%2026-03-312026-05-15

LLY ELI LILLY & CO465 shares-2.11%2026-03-312026-05-15

KHC KRAFT HEINZ CO18.6K shares-5.37%2026-03-312026-05-15

ZTS ZOETIS INC3.5K shares-5.42%2026-03-312026-05-15

MCD MCDONALDS CORP1.2K shares-3.91%2026-03-312026-05-15

ABBV ABBVIE INC1.7K shares-6.32%2026-03-312026-05-15

Sponsored

APH AMPHENOL CORP2.9K shares-10.94%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.8K shares0.00%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC2.0K shares0.00%2026-03-312026-05-15

HIFS HINGHAM INSTN SVGS MASS1.0K shares0.00%2026-03-312026-05-15

M MACYS INC15.0K shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC316 shares-29.15%2026-03-312026-05-15

AMGN AMGEN INC719 shares-3.36%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS3.9K shares-4.33%2026-03-312026-05-15

Sponsored

PGR PROGRESSIVE CORP1.2K shares0.00%2026-03-312026-05-15

IVV ISHARES TR360 shares0.00%2026-03-312026-05-15

VODAFONE GROUP PLC VODAFONE GROUP PLC15.0K shares0.00%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST4.6K shares0.00%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC450 shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS765 shares0.00%2026-03-312026-05-15

RTX RTX CORPORATION1.1K shares-8.12%2026-03-312026-05-15

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC2.2K sharesnew addition2026-03-312026-05-15

Sponsored

HLN HALEON PLC20.2K shares-17.68%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC48 shares0.00%2026-03-312026-05-15

GIS GENERAL MILLS INC5.4K shares0.00%2026-03-312026-05-15

WTM

WHITE MTNS INS GROUP LTD

-1.93%

Shares78.8K

Event2026-03-31

Filed2026-05-15

GHC

GRAHAM HLDGS CO

-1.27%

Shares155.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.08%

Shares241.9K

Event2026-03-31

Filed2026-05-15

IAC

IAC INC

26.65%

Shares1.1M

Event2026-03-31

Filed2026-05-15

SEB

SEABOARD CORP DEL

-4.11%

Shares7.4K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-12.20%

Shares118.4K

Event2026-03-31

Filed2026-05-15

LOEWS CORP

-1.86%

Shares257.3K

Event2026-03-31

Filed2026-05-15

UHAL.B

U HAUL HOLDING COMPANY

New

Shares541.9K

Event2026-03-31

Filed2026-05-15

MHK

MOHAWK INDS INC

2.66%

Shares213.8K

Event2026-03-31

Filed2026-05-15

TAP

MOLSON COORS BEVERAGE CO

13.99%

Shares456.4K

Event2026-03-31

Filed2026-05-15

GCI LIBERTY INC

2.57%

Shares519.0K

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC

-5.59%

Shares80.1K

Event2026-03-31

Filed2026-05-15

AMG

AFFILIATED MANAGERS GROUP

-3.41%

Shares62.9K

Event2026-03-31

Filed2026-05-15

IMKTA

INGLES MKTS INC

32.03%

Shares192.3K

Event2026-03-31

Filed2026-05-15

CNX

CNX RES CORP

1.65%

Shares423.6K

Event2026-03-31

Filed2026-05-15

LIBERTY GLOBAL LTD

-0.92%

Shares1.3M

Event2026-03-31

Filed2026-05-15

POST

POST HLDGS INC

-1.90%

Shares118.2K

Event2026-03-31

Filed2026-05-15

JOUT

JOHNSON OUTDOORS INC

31.46%

Shares248.8K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

-5.04%

Shares181.6K

Event2026-03-31

Filed2026-05-15

HTLD

HEARTLAND EXPRESS INC

2.61%

Shares971.1K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares14

Event2026-03-31

Filed2026-05-15

LIBERTY GLOBAL LTD

-8.88%

Shares336.0K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-3.05%

Shares24.6K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-8.35%

Shares12.3K

Event2026-03-31

Filed2026-05-15

LBRDK

LIBERTY BROADBAND CORP

-4.86%

Shares61.2K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-22.32%

Shares37.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-15

UHAL

U HAUL HOLDING COMPANY

New

Shares46.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-7.27%

Shares16.8K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

6.45%

Shares3.1K

Event2026-03-31

Filed2026-05-15

TRIP

TRIPADVISOR INC

-19.43%

Shares155.6K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

-6.60%

Shares27.9K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-5.43%

Shares9.0K

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

-13.89%

Shares7.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-1.17%

Shares3.4K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SIRIUSXM HOLDINGS INC

-3.96%

Shares53.4K

Event2026-03-31

Filed2026-05-15

CABO

CABLE ONE INC

-2.15%

Shares11.8K

Event2026-03-31

Filed2026-05-15

LIBERTY LIVE HOLDINGS INC

-5.63%

Shares11.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-6.85%

Shares3.6K

Event2026-03-31

Filed2026-05-15

VISA INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CLX

CLOROX CO DEL

15.29%

Shares9.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.81%

Shares1.5K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-1.24%

Shares2.4K

Event2026-03-31

Filed2026-05-15

PIPER SANDLER COMPANIES

New

Shares7.6K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-2.08%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

-2.42%

Shares10.1K

Event2026-03-31

Filed2026-05-15

MAGNUM ICE CREAM CO NV

-27.70%

Shares31.6K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.87%

Shares2.2K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-2.11%

Shares465

Event2026-03-31

Filed2026-05-15

KHC

KRAFT HEINZ CO

-5.37%

Shares18.6K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

-5.42%

Shares3.5K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-3.91%

Shares1.2K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-6.32%

Shares1.7K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-10.94%

Shares2.9K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

HIFS

HINGHAM INSTN SVGS MASS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

MACYS INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-29.15%

Shares316

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-3.36%

Shares719

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-4.33%

Shares3.9K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

0.00%

Shares360

Event2026-03-31

Filed2026-05-15

VODAFONE GROUP PLC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares450

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares765

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-8.12%

Shares1.1K

Event2026-03-31

Filed2026-05-15

LIBERTY LIVE HOLDINGS INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

HLN

HALEON PLC

-17.68%

Shares20.2K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

0.00%

Shares48

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available