§ 13F · FUND PROFILE
Wallace Capital Management Inc..
AUM · $912M (13F)Positions · 77Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GHC | GRAHAM HLDGS CO | 156K | $178M | 19.6% | +1% |
| 2 | WTM | WHITE MTNS INS GROUP LTD | 80K | $166M | 18.2% | +2% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 263K | $132M | 14.5% | +9% |
| 4 | IAC | PEOPLE INC | 1.13M | $52M | 5.7% | +1% |
| 5 | UHAL/B | U HAUL HOLDING COMPANY | 557K | $32M | 3.5% | +3% |
| 6 | SEB | SEABOARD CORP DEL | 7K | $31M | 3.4% | −7% |
| 7 | L | LOEWS CORP | 245K | $28M | 3.0% | −5% |
| 8 | JNJ | JOHNSON & JOHNSON | 105K | $27M | 2.9% | −11% |
| 9 | MHK | MOHAWK INDS INC | 219K | $27M | 2.9% | +2% |
| 10 | AMG | AFFILIATED MANAGERS GROUP | 58K | $20M | 2.2% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WALLACE SIGNAL
AC read
Wallace Capital Management Inc. is a Other fund managing $912 million in assets. The fund runs a portfolio of 77 positions.
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