Filed: 8/14/2026ACC: 0001420506-26-001833
📋 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 $912.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$912.14M
Total AUM (reported)
8.56M
Total Shares
Allocation by class
COM$393.74M43.2%
COM CL B$178.49M19.6%
CL B NEW$131.84M14.5%
COM NEW$52.61M5.8%
CL A$48.84M5.4%
COM SER N$32.16M3.5%
CL B$17.35M1.9%
Portfolio Concentration
Top 3$476.34M52.2%
4–10$215.61M23.6%
11–25$176.21M19.3%
Rest$43.99M4.8%
Top 3 weight
52.2%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 8.56M
Sole
Full voting authority
8.56M
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
SOLEShares156.38K
TypeSH
Market value$178.49M
19.57%
Sole
156.38K
Shared
0.00
None
0.00
WHITE MTNS INS GROUP LTD
SOLEShares80.07K
TypeSH
Market value$166.01M
18.20%
Sole
80.07K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares263.46K
TypeSH
Market value$131.84M
14.45%
Sole
263.46K
Shared
0.00
None
0.00
PEOPLE INC
SOLEShares1.13M
TypeSH
Market value$52.06M
5.71%
Sole
1.13M
Shared
0.00
None
0.00
U HAUL HOLDING COMPANY
SOLEShares557.36K
TypeSH
Market value$32.16M
3.53%
Sole
557.36K
Shared
0.00
None
0.00
SEABOARD CORP DEL
SOLEShares6.87K
TypeSH
Market value$30.68M
3.36%
Sole
6.87K
Shared
0.00
None
0.00
LOEWS CORP
SOLEShares244.53K
TypeSH
Market value$27.68M
3.03%
Sole
244.53K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares105.31K
TypeSH
Market value$26.74M
2.93%
Sole
105.31K
Shared
0.00
None
0.00
MOHAWK INDS INC
SOLEShares218.81K
TypeSH
Market value$26.55M
2.91%
Sole
218.81K
Shared
0.00
None
0.00
AFFILIATED MANAGERS GROUP
SOLEShares58.33K
TypeSH
Market value$19.74M
2.16%
Sole
58.33K
Shared
0.00
None
0.00
MOLSON COORS BEVERAGE CO
SOLEShares445.35K
TypeSH
Market value$17.35M
1.90%
Sole
445.35K
Shared
0.00
None
0.00
INGLES MKTS INC
SOLEShares192.19K
TypeSH
Market value$17.02M
1.87%
Sole
192.19K
Shared
0.00
None
0.00
CNX RES CORP
SOLEShares496.63K
TypeSH
Market value$16.85M
1.85%
Sole
496.63K
Shared
0.00
None
0.00
POST HLDGS INC
SOLEShares186.53K
TypeSH
Market value$16.46M
1.80%
Sole
186.53K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares77.25K
TypeSH
Market value$16.46M
1.80%
Sole
77.25K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares1.34M
TypeSH
Market value$15.26M
1.67%
Sole
1.34M
Shared
0.00
None
0.00
HEARTLAND EXPRESS INC
SOLEShares965.01K
TypeSH
Market value$14.69M
1.61%
Sole
965.01K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares197.25K
TypeSH
Market value$14.17M
1.55%
Sole
197.25K
Shared
0.00
None
0.00
UNILEVER PLC
SOLEShares200.65K
TypeSH
Market value$12.06M
1.32%
Sole
200.65K
Shared
0.00
None
0.00
JOHNSON OUTDOORS INC
SOLEShares248.21K
TypeSH
Market value$11.43M
1.25%
Sole
248.21K
Shared
0.00
None
0.00
LIBERTY CAP CORP
SOLEShares492.56K
TypeSH
Market value$10.62M
1.16%
Sole
492.56K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.97K
TypeSH
Market value$3.75M
0.41%
Sole
12.97K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares24.14K
TypeSH
Market value$3.54M
0.39%
Sole
24.14K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares9.46K
TypeSH
Market value$3.34M
0.37%
Sole
9.46K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares289.81K
TypeSH
Market value$3.19M
0.35%
Sole
289.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRAHAM HLDGS COSOLE | COM CL B | 156.38K | SH | $178.49M 19.57% | 156.38K | 0.00 | 0.00 |
WHITE MTNS INS GROUP LTDSOLE | COM | 80.07K | SH | $166.01M 18.20% | 80.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 263.46K | SH | $131.84M 14.45% | 263.46K | 0.00 | 0.00 |
PEOPLE INCSOLE | COM NEW | 1.13M | SH | $52.06M 5.71% | 1.13M | 0.00 | 0.00 |
U HAUL HOLDING COMPANYSOLE | COM SER N | 557.36K | SH | $32.16M 3.53% | 557.36K | 0.00 | 0.00 |
SEABOARD CORP DELSOLE | COM | 6.87K | SH | $30.68M 3.36% | 6.87K | 0.00 | 0.00 |
LOEWS CORPSOLE | COM | 244.53K | SH | $27.68M 3.03% | 244.53K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 105.31K | SH | $26.74M 2.93% | 105.31K | 0.00 | 0.00 |
MOHAWK INDS INCSOLE | COM | 218.81K | SH | $26.55M 2.91% | 218.81K | 0.00 | 0.00 |
AFFILIATED MANAGERS GROUPSOLE | COM | 58.33K | SH | $19.74M 2.16% | 58.33K | 0.00 | 0.00 |
MOLSON COORS BEVERAGE COSOLE | CL B | 445.35K | SH | $17.35M 1.90% | 445.35K | 0.00 | 0.00 |
INGLES MKTS INCSOLE | CL A | 192.19K | SH | $17.02M 1.87% | 192.19K | 0.00 | 0.00 |
CNX RES CORPSOLE | COM | 496.63K | SH | $16.85M 1.85% | 496.63K | 0.00 | 0.00 |
POST HLDGS INCSOLE | COM | 186.53K | SH | $16.46M 1.80% | 186.53K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 77.25K | SH | $16.46M 1.80% | 77.25K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL A | 1.34M | SH | $15.26M 1.67% | 1.34M | 0.00 | 0.00 |
HEARTLAND EXPRESS INCSOLE | COM | 965.01K | SH | $14.69M 1.61% | 965.01K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 197.25K | SH | $14.17M 1.55% | 197.25K | 0.00 | 0.00 |
UNILEVER PLCSOLE | SPON ADR NEW | 200.65K | SH | $12.06M 1.32% | 200.65K | 0.00 | 0.00 |
JOHNSON OUTDOORS INCSOLE | CL A | 248.21K | SH | $11.43M 1.25% | 248.21K | 0.00 | 0.00 |
LIBERTY CAP CORPSOLE | SER C GCI GROUP | 492.56K | SH | $10.62M 1.16% | 492.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.97K | SH | $3.75M 0.41% | 12.97K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 24.14K | SH | $3.54M 0.39% | 24.14K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 9.46K | SH | $3.34M 0.37% | 9.46K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL C | 289.81K | SH | $3.19M 0.35% | 289.81K | 0.00 | 0.00 |
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