Wallace Capital Management Inc. Top Holdings and 13F Report (2025) About Wallace Capital Management Inc.Investment ActivityWallace Capital Management Inc. has $733.95 million in total holdings as of June 30, 2025.Wallace Capital Management Inc. owns shares of 72 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.86% of the portfolio was purchased this quarter.About 5.61% of the portfolio was sold this quarter.This quarter, Wallace Capital Management Inc. has purchased 83 new stocks and bought additional shares in 7 stocks.Wallace Capital Management Inc. sold shares of 42 stocks and completely divested from 14 stocks this quarter.Largest Holdings Graham $153,337,981White Mountains Insurance Group $141,926,187Berkshire Hathaway $121,608,192Molson Coors Beverage $25,644,775Loews $24,555,925 Largest New Holdings this Quarter 531229748 - LIBERTY MEDIA CORP DEL $215,868 Holding654106103 - NIKE $213,120 Holding48251W104 - KKR & Co. Inc. $201,274 Holding Largest Purchases this Quarter Seaboard 3,357 shares (about $9.61M)Molson Coors Beverage 173,278 shares (about $8.33M)Mohawk Industries 59,615 shares (about $6.25M)Johnson & Johnson 22,588 shares (about $3.45M)LIBERTY MEDIA CORP DEL 2,716 shares (about $215.87K) Largest Sales this Quarter Berkshire Hathaway 43,240 shares (about $21.00M)Cable One 22,037 shares (about $2.99M)Graham 2,727 shares (about $2.58M)White Mountains Insurance Group 895 shares (about $1.61M)Johnson Outdoors 34,581 shares (about $1.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWallace Capital Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGHCGraham$153,337,981$2,580,202 ▼-1.7%162,06220.9%Consumer DiscretionaryWTMWhite Mountains Insurance Group$141,926,187$1,607,166 ▼-1.1%79,03619.3%FinanceBRK.BBerkshire Hathaway$121,608,192$21,004,702 ▼-14.7%250,34116.6%FinanceTAPMolson Coors Beverage$25,644,775$8,332,943 ▲48.1%533,2663.5%Consumer StaplesLLoews$24,555,925$43,080 ▲0.2%267,9023.3%FinanceJNJJohnson & Johnson$24,380,873$3,450,315 ▲16.5%159,6133.3%MedicalSUNRISE COMMUNICATIONS AG$23,218,019$600,844 ▼-2.5%410,5753.2%ADS CL ARSGRepublic Services$22,622,033$385,945 ▼-1.7%91,7323.1%Business ServicesSEBSeaboard$21,985,638$9,605,126 ▲77.6%7,6843.0%Consumer StaplesULUnilever$17,200,993$243,456 ▼-1.4%281,2002.3%Consumer StaplesMHKMohawk Industries$15,391,560$6,250,036 ▲68.4%146,8102.1%Consumer DiscretionaryCNXCNX Resources$13,962,617$409,751 ▼-2.9%414,5671.9%EnergyPOSTPost$13,698,638$356,528 ▼-2.5%125,6411.9%Consumer StaplesLIBERTY GLOBAL LTD$13,617,934$317,707 ▼-2.3%1,360,4331.9%COM CL AAMGAffiliated Managers Group$13,200,229$80,675 ▼-0.6%67,0851.8%FinanceBRK.ABerkshire Hathaway$10,203,2000.0%141.4%FinanceLBRDKLiberty Broadband$9,746,998$154,752 ▼-1.6%99,0751.3%Consumer DiscretionaryJOUTJohnson Outdoors$8,213,552$1,046,767 ▼-11.3%271,3431.1%Consumer DiscretionaryLIBERTY GLOBAL LTD$8,178,603$379,191 ▼-4.4%793,2691.1%COM CL CKOCocaCola$4,879,004$319,366 ▼-6.1%68,9610.7%Consumer StaplesTRIPTripAdvisor$4,337,259$218,261 ▼-4.8%332,3570.6%Retail/WholesalePGProcter & Gamble$4,235,260$83,803 ▼-1.9%26,5830.6%Consumer StaplesAAPLApple$2,795,852$666,803 ▼-19.3%13,6270.4%Computer and TechnologyCABOCable One$2,390,186$2,992,927 ▼-55.6%17,5990.3%Consumer DiscretionaryMDLZMondelez International$2,125,503$268,748 ▼-11.2%31,5170.3%Consumer StaplesMSFTMicrosoft$1,622,5510.0%3,2620.2%Computer and TechnologyHSYHershey$1,508,486$209,927 ▼-12.2%9,0900.2%Consumer StaplesMRKMerck & Co., Inc.$1,492,656$1,504 ▼-0.1%18,8560.2%MedicalSIRIUSXM HOLDINGS INC$1,481,216$29,930 ▼-2.0%64,4850.2%COMMON STOCKGOOGAlphabet$1,467,0150.0%8,2700.2%Computer and TechnologyMAMastercard$1,420,5840.0%2,5280.2%Business ServicesSPYSPDR S&P 500 ETF Trust$1,326,555$745,145 ▼-36.0%2,1470.2%FinanceVVisa$1,294,8670.0%3,6470.2%Business ServicesLIBERTY MEDIA CORP DEL$1,082,187$13,878 ▼-1.3%13,3340.1%COM LBTY LIV S CCLXClorox$1,078,109$129,075 ▼-10.7%8,9790.1%Consumer StaplesCVXChevron$976,341$201,883 ▼-17.1%6,8190.1%EnergyCLColgate-Palmolive$971,721$168,165 ▼-14.8%10,6900.1%Consumer StaplesXOMExxon Mobil$960,544$78,267 ▼-7.5%8,9100.1%EnergyVOOVanguard S&P 500 ETF$949,401$14,204 ▲1.5%1,6710.1%ETFHLNHaleon$725,635$34,366 ▼-4.5%69,9740.1%MedicalJPMJPMorgan Chase & Co.$690,993$28,997 ▼-4.0%2,3830.1%FinanceUNHUnitedHealth Group$661,0640.0%2,1190.1%MedicalKHCKraft Heinz$649,002$178,207 ▼-21.5%25,1360.1%Consumer StaplesPMPhilip Morris International$639,458$54,639 ▼-7.9%3,5110.1%Consumer StaplesABTAbbott Laboratories$612,0450.0%4,5000.1%MedicalPIPRPiper Sandler Companies$608,1330.0%2,1880.1%FinanceZTSZoetis$603,8380.0%3,8720.1%MedicalGOOGLAlphabet$559,8830.0%3,1770.1%Computer and TechnologyLLYEli Lilly and Company$522,2850.0%6700.1%MedicalADPAutomatic Data Processing$505,776$46,260 ▼-8.4%1,6400.1%Computer and TechnologyENBEnbridge$468,881$79,310 ▼-14.5%10,3460.1%EnergyLBRDALiberty Broadband$452,9070.0%4,6300.1%Consumer DiscretionaryMMCMarsh & McLennan Companies$428,5340.0%1,9600.1%FinanceMCDMcDonald's$371,361$28,634 ▼-7.2%1,2710.1%Retail/WholesaleGISGeneral Mills$357,489$155,430 ▼-30.3%6,9000.0%Consumer StaplesABBVAbbVie$332,1040.0%1,7890.0%MedicalPGRProgressive$328,505$2,402 ▼-0.7%1,2310.0%FinanceGSThe Goldman Sachs Group$322,7340.0%4560.0%FinanceAPHAmphenol$316,0000.0%3,2000.0%Computer and TechnologyTOSTToast$314,1050.0%7,0920.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$309,450$85,515 ▼-21.7%5,4280.0%ETFBKNGBooking$277,8840.0%480.0%Retail/WholesaleHIFSHingham Institution for Savings$248,350$24,835 ▲11.1%1,0000.0%FinanceIVViShares Core S&P 500 ETF$228,7810.0%3680.0%ETFMETAMeta Platforms$221,427$110,714 ▼-33.3%3000.0%Computer and TechnologyLIBERTY MEDIA CORP DEL$215,868$215,868 ▲New Holding2,7160.0%COM LBTY LIV S AVOVanguard Mid-Cap ETF$214,070$40,855 ▼-16.0%7650.0%ETFNKENIKE$213,120$213,120 ▲New Holding3,0000.0%Consumer DiscretionaryKKRKKR & Co. Inc.$201,274$201,274 ▲New Holding1,5130.0%FinanceVODVodafone Group$159,900$53,300 ▼-25.0%15,0000.0%Computer and TechnologyCLARClarus$63,345$21,518 ▼-25.4%18,2550.0%Consumer DiscretionaryCRWSCrown Crafts$35,8750.0%12,5000.0%Consumer DiscretionaryNPKNational Presto Industries$0$1,932,909 ▼-100.0%00.0%Multi-Sector ConglomeratesPEPPepsiCo$0$439,474 ▼-100.0%00.0%Consumer StaplesSJMJ. M. Smucker$0$270,567 ▼-100.0%00.0%Consumer StaplesTMOThermo Fisher Scientific$0$251,288 ▼-100.0%00.0%MedicalPFEPfizer$0$225,830 ▼-100.0%00.0%MedicalBMYBristol Myers Squibb$0$222,614 ▼-100.0%00.0%MedicalBACBank of America$0$221,396 ▼-100.0%00.0%FinanceKMBKimberly-Clark$0$220,441 ▼-100.0%00.0%Consumer StaplesKKellanova$0$220,083 ▼-100.0%00.0%Consumer DiscretionaryMOAltria Group$0$219,073 ▼-100.0%00.0%Consumer StaplesSYYSysco$0$212,363 ▼-100.0%00.0%Consumer StaplesAMGNAmgen$0$200,638 ▼-100.0%00.0%MedicalCNH INDL N V$0$184,200 ▼-100.0%00.0%SHSOGNOrganon & Co.$0$149,478 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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