Filed: 5/15/2026ACC: 0001420506-26-001102
📋 What this filing means
WALLACE CAPITAL MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $870.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$870.84M
Total AUM (reported)
8.30M
Total Shares
Allocation by class
COM$395.34M45.4%
COM CL B$163.95M18.8%
CL B NEW$115.91M13.3%
COM NEW$45.39M5.2%
CL A$42.53M4.9%
COM SER N$24.21M2.8%
COM SER C$22.39M2.6%
Portfolio Concentration
Top 3$452.97M52.0%
4–10$207.93M23.9%
11–25$170.89M19.6%
Rest$39.04M4.5%
Top 3 weight
52.0%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 8.30M
Sole
Full voting authority
8.30M
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)
Sole75
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings75
Rows:
WHITE MTNS INS GROUP LTD
SOLEShares78.80K
TypeSH
Market value$173.11M
19.88%
Sole
78.80K
Shared
0.00
None
0.00
GRAHAM HLDGS CO
SOLEShares155.07K
TypeSH
Market value$163.95M
18.83%
Sole
155.07K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares241.89K
TypeSH
Market value$115.91M
13.31%
Sole
241.89K
Shared
0.00
None
0.00
IAC INC
SOLEShares1.12M
TypeSH
Market value$44.80M
5.15%
Sole
1.12M
Shared
0.00
None
0.00
SEABOARD CORP DEL
SOLEShares7.40K
TypeSH
Market value$41.82M
4.80%
Sole
7.40K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares118.37K
TypeSH
Market value$28.93M
3.32%
Sole
118.37K
Shared
0.00
None
0.00
LOEWS CORP
SOLEShares257.33K
TypeSH
Market value$27.47M
3.15%
Sole
257.33K
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares541.89K
TypeSH
Market value$24.21M
2.78%
Sole
541.89K
Shared
0.00
None
0.00
MOHAWK INDS INC
SOLEShares213.76K
TypeSH
Market value$21.05M
2.42%
Sole
213.76K
Shared
0.00
None
0.00
MOLSON COORS BEVERAGE CO
SOLEShares456.42K
TypeSH
Market value$19.65M
2.26%
Sole
456.42K
Shared
0.00
None
0.00
GCI LIBERTY INC
SOLEShares519K
TypeSH
Market value$19.31M
2.22%
Sole
519K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares80.13K
TypeSH
Market value$17.55M
2.02%
Sole
80.13K
Shared
0.00
None
0.00
AFFILIATED MANAGERS GROUP
SOLEShares62.87K
TypeSH
Market value$17.40M
2.00%
Sole
62.87K
Shared
0.00
None
0.00
INGLES MKTS INC
SOLEShares192.31K
TypeSH
Market value$17.29M
1.99%
Sole
192.31K
Shared
0.00
None
0.00
CNX RES CORP
SOLEShares423.57K
TypeSH
Market value$16.33M
1.88%
Sole
423.57K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares1.29M
TypeSH
Market value$15.56M
1.79%
Sole
1.29M
Shared
0.00
None
0.00
POST HLDGS INC
SOLEShares118.17K
TypeSH
Market value$11.68M
1.34%
Sole
118.17K
Shared
0.00
None
0.00
JOHNSON OUTDOORS INC
SOLEShares248.84K
TypeSH
Market value$11.57M
1.33%
Sole
248.84K
Shared
0.00
None
0.00
UNILEVER PLC
SOLEShares181.56K
TypeSH
Market value$10.34M
1.19%
Sole
181.56K
Shared
0.00
None
0.00
HEARTLAND EXPRESS INC
SOLEShares971.07K
TypeSH
Market value$10.10M
1.16%
Sole
971.07K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.00
TypeSH
Market value$10.05M
1.15%
Sole
14.00
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares336K
TypeSH
Market value$3.94M
0.45%
Sole
336K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares24.56K
TypeSH
Market value$3.55M
0.41%
Sole
24.56K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.35K
TypeSH
Market value$3.13M
0.36%
Sole
12.35K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares61.21K
TypeSH
Market value$3.08M
0.35%
Sole
61.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WHITE MTNS INS GROUP LTDSOLE | COM | 78.80K | SH | $173.11M 19.88% | 78.80K | 0.00 | 0.00 |
GRAHAM HLDGS COSOLE | COM CL B | 155.07K | SH | $163.95M 18.83% | 155.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 241.89K | SH | $115.91M 13.31% | 241.89K | 0.00 | 0.00 |
IAC INCSOLE | COM NEW | 1.12M | SH | $44.80M 5.15% | 1.12M | 0.00 | 0.00 |
SEABOARD CORP DELSOLE | COM | 7.40K | SH | $41.82M 4.80% | 7.40K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 118.37K | SH | $28.93M 3.32% | 118.37K | 0.00 | 0.00 |
LOEWS CORPSOLE | COM | 257.33K | SH | $27.47M 3.15% | 257.33K | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 541.89K | SH | $24.21M 2.78% | 541.89K | 0.00 | 0.00 |
MOHAWK INDS INCSOLE | COM | 213.76K | SH | $21.05M 2.42% | 213.76K | 0.00 | 0.00 |
MOLSON COORS BEVERAGE COSOLE | CL B | 456.42K | SH | $19.65M 2.26% | 456.42K | 0.00 | 0.00 |
GCI LIBERTY INCSOLE | COM SER C | 519K | SH | $19.31M 2.22% | 519K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 80.13K | SH | $17.55M 2.02% | 80.13K | 0.00 | 0.00 |
AFFILIATED MANAGERS GROUPSOLE | COM | 62.87K | SH | $17.40M 2.00% | 62.87K | 0.00 | 0.00 |
INGLES MKTS INCSOLE | CL A | 192.31K | SH | $17.29M 1.99% | 192.31K | 0.00 | 0.00 |
CNX RES CORPSOLE | COM | 423.57K | SH | $16.33M 1.88% | 423.57K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL A | 1.29M | SH | $15.56M 1.79% | 1.29M | 0.00 | 0.00 |
POST HLDGS INCSOLE | COM | 118.17K | SH | $11.68M 1.34% | 118.17K | 0.00 | 0.00 |
JOHNSON OUTDOORS INCSOLE | CL A | 248.84K | SH | $11.57M 1.33% | 248.84K | 0.00 | 0.00 |
UNILEVER PLCSOLE | SPON ADR NEW | 181.56K | SH | $10.34M 1.19% | 181.56K | 0.00 | 0.00 |
HEARTLAND EXPRESS INCSOLE | COM | 971.07K | SH | $10.10M 1.16% | 971.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 14.00 | SH | $10.05M 1.15% | 14.00 | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL C | 336K | SH | $3.94M 0.45% | 336K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 24.56K | SH | $3.55M 0.41% | 24.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.35K | SH | $3.13M 0.36% | 12.35K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 61.21K | SH | $3.08M 0.35% | 61.21K | 0.00 | 0.00 |
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