Filed: 11/14/2025ACC: 0001420506-25-003337
📋 What this filing means
WALLACE CAPITAL MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $804.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$804.70M
Total AUM (reported)
7.24M
Total Shares
Allocation by class
COM$341.86M42.5%
COM CL B$191.00M23.7%
CL B NEW$126.21M15.7%
CL A$34.99M4.3%
COM NEW$25.15M3.1%
CL B$23.92M3.0%
COM CL A$16.61M2.1%
Portfolio Concentration
Top 3$453.42M56.3%
4–10$171.63M21.3%
11–25$140.71M17.5%
Rest$38.94M4.8%
Top 3 weight
56.3%
Top 10 weight
77.7%
Voting Authority Distribution
Total shares with voting rights: 7.24M
Sole
Full voting authority
7.24M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
GRAHAM HLDGS CO
SOLEShares162.23K
TypeSH
Market value$191.00M
23.74%
Sole
162.23K
Shared
0.00
None
0.00
WHITE MTNS INS GROUP LTD
SOLEShares81.49K
TypeSH
Market value$136.21M
16.93%
Sole
81.49K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares251.04K
TypeSH
Market value$126.21M
15.68%
Sole
251.04K
Shared
0.00
None
0.00
SEABOARD CORP DEL
SOLEShares7.74K
TypeSH
Market value$28.23M
3.51%
Sole
7.74K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares150.45K
TypeSH
Market value$27.90M
3.47%
Sole
150.45K
Shared
0.00
None
0.00
LOEWS CORP
SOLEShares268.04K
TypeSH
Market value$26.91M
3.34%
Sole
268.04K
Shared
0.00
None
0.00
IAC INC
SOLEShares738.14K
TypeSH
Market value$25.15M
3.13%
Sole
738.14K
Shared
0.00
None
0.00
MOLSON COORS BEVERAGE CO
SOLEShares528.52K
TypeSH
Market value$23.92M
2.97%
Sole
528.52K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares89.55K
TypeSH
Market value$20.55M
2.55%
Sole
89.55K
Shared
0.00
None
0.00
MOHAWK INDS INC
SOLEShares147.24K
TypeSH
Market value$18.98M
2.36%
Sole
147.24K
Shared
0.00
None
0.00
UNILEVER PLC
SOLEShares275.15K
TypeSH
Market value$16.31M
2.03%
Sole
275.15K
Shared
0.00
None
0.00
AFFILIATED MANAGERS GROUP IN
SOLEShares66.90K
TypeSH
Market value$15.95M
1.98%
Sole
66.90K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares1.34M
TypeSH
Market value$15.37M
1.91%
Sole
1.34M
Shared
0.00
None
0.00
CNX RES CORP
SOLEShares418.32K
TypeSH
Market value$13.44M
1.67%
Sole
418.32K
Shared
0.00
None
0.00
POST HLDGS INC
SOLEShares122.38K
TypeSH
Market value$13.15M
1.63%
Sole
122.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.00
TypeSH
Market value$10.56M
1.31%
Sole
14.00
Shared
0.00
None
0.00
INGLES MKTS INC
SOLEShares144.52K
TypeSH
Market value$10.05M
1.25%
Sole
144.52K
Shared
0.00
None
0.00
JOHNSON OUTDOORS INC
SOLEShares236.65K
TypeSH
Market value$9.56M
1.19%
Sole
236.65K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares614.22K
TypeSH
Market value$7.22M
0.90%
Sole
614.22K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares94.88K
TypeSH
Market value$6.03M
0.75%
Sole
94.88K
Shared
0.00
None
0.00
GCI LIBERTY INC
SOLEShares151.44K
TypeSH
Market value$5.64M
0.70%
Sole
151.44K
Shared
0.00
None
0.00
HEARTLAND EXPRESS INC
SOLEShares571.50K
TypeSH
Market value$4.79M
0.60%
Sole
571.50K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares283.19K
TypeSH
Market value$4.60M
0.57%
Sole
283.19K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares62.97K
TypeSH
Market value$4.18M
0.52%
Sole
62.97K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares25.15K
TypeSH
Market value$3.86M
0.48%
Sole
25.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRAHAM HLDGS COSOLE | COM CL B | 162.23K | SH | $191.00M 23.74% | 162.23K | 0.00 | 0.00 |
WHITE MTNS INS GROUP LTDSOLE | COM | 81.49K | SH | $136.21M 16.93% | 81.49K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 251.04K | SH | $126.21M 15.68% | 251.04K | 0.00 | 0.00 |
SEABOARD CORP DELSOLE | COM | 7.74K | SH | $28.23M 3.51% | 7.74K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 150.45K | SH | $27.90M 3.47% | 150.45K | 0.00 | 0.00 |
LOEWS CORPSOLE | COM | 268.04K | SH | $26.91M 3.34% | 268.04K | 0.00 | 0.00 |
IAC INCSOLE | COM NEW | 738.14K | SH | $25.15M 3.13% | 738.14K | 0.00 | 0.00 |
MOLSON COORS BEVERAGE COSOLE | CL B | 528.52K | SH | $23.92M 2.97% | 528.52K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 89.55K | SH | $20.55M 2.55% | 89.55K | 0.00 | 0.00 |
MOHAWK INDS INCSOLE | COM | 147.24K | SH | $18.98M 2.36% | 147.24K | 0.00 | 0.00 |
UNILEVER PLCSOLE | SPON ADR NEW | 275.15K | SH | $16.31M 2.03% | 275.15K | 0.00 | 0.00 |
AFFILIATED MANAGERS GROUP INSOLE | COM | 66.90K | SH | $15.95M 1.98% | 66.90K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL A | 1.34M | SH | $15.37M 1.91% | 1.34M | 0.00 | 0.00 |
CNX RES CORPSOLE | COM | 418.32K | SH | $13.44M 1.67% | 418.32K | 0.00 | 0.00 |
POST HLDGS INCSOLE | COM | 122.38K | SH | $13.15M 1.63% | 122.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.00 | SH | $10.56M 1.31% | 14.00 | 0.00 | 0.00 |
INGLES MKTS INCSOLE | CL A | 144.52K | SH | $10.05M 1.25% | 144.52K | 0.00 | 0.00 |
JOHNSON OUTDOORS INCSOLE | CL A | 236.65K | SH | $9.56M 1.19% | 236.65K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL C | 614.22K | SH | $7.22M 0.90% | 614.22K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 94.88K | SH | $6.03M 0.75% | 94.88K | 0.00 | 0.00 |
GCI LIBERTY INCSOLE | COM SER C | 151.44K | SH | $5.64M 0.70% | 151.44K | 0.00 | 0.00 |
HEARTLAND EXPRESS INCSOLE | COM | 571.50K | SH | $4.79M 0.60% | 571.50K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 283.19K | SH | $4.60M 0.57% | 283.19K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 62.97K | SH | $4.18M 0.52% | 62.97K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 25.15K | SH | $3.86M 0.48% | 25.15K | 0.00 | 0.00 |
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