Wallace Capital Management Inc. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$804.7B
Holdings
77
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GHCGRAHAM HLDGS CO | 162,232 | $191.0B | 23.74% | |
| 2 | WTMWHITE MTNS INS GROUP LTD | 81,489 | $136.2B | 16.93% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 251,042 | $126.2B | 15.68% | |
| 4 | SEBSEABOARD CORP DEL | 7,740 | $28.2B | 3.51% | |
| 5 | JNJJOHNSON & JOHNSON | 150,446 | $27.9B | 3.47% | |
| 6 | LLOEWS CORP | 268,044 | $26.9B | 3.34% | |
| 7 | 0J7QIAC INC | 738,140 | $25.1B | 3.13% | |
| 8 | TAPMOLSON COORS BEVERAGE CO | 528,518 | $23.9B | 2.97% | |
| 9 | RSGREPUBLIC SVCS INC | 89,547 | $20.5B | 2.55% | |
| 10 | MHKMOHAWK INDS INC | 147,240 | $19.0B | 2.36% | |
| 11 | ULUNILEVER PLC | 275,150 | $16.3B | 2.03% | |
| 12 | AMGAFFILIATED MANAGERS GROUP IN | 66,900 | $16.0B | 1.98% | |
| 13 | LBTYALIBERTY GLOBAL LTD | 1,340,791 | $15.4B | 1.91% | |
| 14 | CNXCNX RES CORP | 418,322 | $13.4B | 1.67% | |
| 15 | POSTPOST HLDGS INC | 122,381 | $13.2B | 1.63% | |
| 16 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14 | $10.6B | 1.31% | |
| 17 | IMKTAINGLES MKTS INC | 144,520 | $10.1B | 1.25% | |
| 18 | JOUTJOHNSON OUTDOORS INC | 236,654 | $9.6B | 1.19% | |
| 19 | LBTYALIBERTY GLOBAL LTD | 614,217 | $7.2B | 0.90% | |
| 20 | LBRDKLIBERTY BROADBAND CORP | 94,879 | $6.0B | 0.75% | |
| 21 | GLIBKGCI LIBERTY INC | 151,441 | $5.6B | 0.70% | |
| 22 | HTLDHEARTLAND EXPRESS INC | 571,500 | $4.8B | 0.60% | |
| 23 | TRIPTRIPADVISOR INC | 283,185 | $4.6B | 0.57% | |
| 24 | KOCOCA COLA CO | 62,968 | $4.2B | 0.52% | |
| 25 | PGPROCTER AND GAMBLE CO | 25,149 | $3.9B | 0.48% | |
| 26 | AAPLAPPLE INC | 13,335 | $3.4B | 0.42% | |
| 27 | CABOCABLE ONE INC | 15,358 | $2.7B | 0.34% | |
| 28 | GOOGALPHABET INC | 8,245 | $2.0B | 0.25% | |
| 29 | MDLZMONDELEZ INTL INC | 31,532 | $2.0B | 0.24% | |
| 30 | MSFTMICROSOFT CORP | 3,257 | $1.7B | 0.21% | |
| 31 | HSYHERSHEY CO | 8,650 | $1.6B | 0.20% | |
| 32 | MRKMERCK & CO INC | 17,779 | $1.5B | 0.19% | |
| 33 | SPYSPDR S&P 500 ETF TR | 2,177 | $1.5B | 0.18% | |
| 34 | MAMASTERCARD INCORPORATED | 2,528 | $1.4B | 0.18% | |
| 35 | SIRISIRIUSXM HOLDINGS INC | 55,981 | $1.3B | 0.16% | |
| 36 | VVISA INC | 3,647 | $1.2B | 0.15% | |
| 37 | FWONALIBERTY MEDIA CORP DEL | 12,832 | $1.2B | 0.15% | |
| 38 | CLXCLOROX CO DEL | 8,861 | $1.1B | 0.14% | |
| 39 | XOMEXXON MOBIL CORP | 8,978 | $1.0B | 0.13% | |
| 40 | VOOVANGUARD INDEX FDS | 1,471 | $901.1M | 0.11% | |
| 41 | CLCOLGATE PALMOLIVE CO | 10,315 | $824.6M | 0.10% | |
| 42 | GOOGLALPHABET INC | 3,177 | $772.3M | 0.10% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 2,119 | $731.7M | 0.09% | |
| 44 | JPMJPMORGAN CHASE & CO. | 2,310 | $728.8M | 0.09% | |
| 45 | PIPRPIPER SANDLER COMPANIES | 1,900 | $659.3M | 0.08% | |
| 46 | KHCKRAFT HEINZ CO | 21,896 | $570.2M | 0.07% | |
| 47 | 4I1PHILIP MORRIS INTL INC | 3,511 | $569.5M | 0.07% | |
| 48 | CVXCHEVRON CORP NEW | 3,520 | $546.5M | 0.07% | |
| 49 | ZTSZOETIS INC | 3,691 | $540.1M | 0.07% | |
| 50 | ENBENBRIDGE INC | 10,346 | $522.1M | 0.06% | |
| 51 | LLYELI LILLY & CO | 655 | $499.8M | 0.06% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 1,640 | $481.3M | 0.06% | |
| 53 | ABTABBOTT LABS | 3,500 | $468.8M | 0.06% | |
| 54 | HLNHALEON PLC | 49,537 | $444.3M | 0.06% | |
| 55 | ABBVABBVIE INC | 1,789 | $414.3M | 0.05% | |
| 56 | APHAMPHENOL CORP NEW | 3,200 | $396.0M | 0.05% | |
| 57 | MRSHMARSH & MCLENNAN COS INC | 1,960 | $395.0M | 0.05% | |
| 58 | MCDMCDONALDS CORP | 1,273 | $386.8M | 0.05% | |
| 59 | GSGOLDMAN SACHS GROUP INC | 456 | $363.1M | 0.05% | |
| 60 | GISGENERAL MLS INC | 6,900 | $347.9M | 0.04% | |
| 61 | PGRPROGRESSIVE CORP | 1,231 | $304.0M | 0.04% | |
| 62 | VEAVANGUARD TAX-MANAGED FDS | 4,928 | $295.3M | 0.04% | |
| 63 | HIFSHINGHAM INSTN SVGS MASS | 1,000 | $263.8M | 0.03% | |
| 64 | BKNGBOOKING HOLDINGS INC | 48 | $259.2M | 0.03% | |
| 65 | TOSTTOAST INC | 7,092 | $258.9M | 0.03% | |
| 66 | FWONALIBERTY MEDIA CORP DEL | 2,696 | $254.2M | 0.03% | |
| 67 | IVVISHARES TR | 368 | $246.6M | 0.03% | |
| 68 | LBRDALIBERTY BROADBAND CORP | 3,760 | $238.1M | 0.03% | |
| 69 | TMOTHERMO FISHER SCIENTIFIC INC | 475 | $230.4M | 0.03% | |
| 70 | VOVANGUARD INDEX FDS | 765 | $224.7M | 0.03% | |
| 71 | IDXXIDEXX LABS INC | 350 | $223.6M | 0.03% | |
| 72 | METAMETA PLATFORMS INC | 300 | $220.3M | 0.03% | |
| 73 | RTXRTX CORPORATION | 1,231 | $206.0M | 0.03% | |
| 74 | DFUVDIMENSIONAL ETF TRUST | 4,567 | $204.1M | 0.03% | |
| 75 | VODVODAFONE GROUP PLC NEW | 15,000 | $174.0M | 0.02% | |
| 76 | CLARCLARUS CORP NEW | 18,255 | $63.9M | 0.01% | |
| 77 | CRWSCROWN CRAFTS INC | 12,500 | $36.4M | 0.00% |