Wallace Capital Management Inc. Top Holdings and 13F Report (2025) About Wallace Capital Management Inc.Investment ActivityWallace Capital Management Inc. has $780.98 million in total holdings as of March 31, 2025.Wallace Capital Management Inc. owns shares of 83 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.54% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Wallace Capital Management Inc. has purchased 81 new stocks and bought additional shares in 16 stocks.Wallace Capital Management Inc. sold shares of 35 stocks and completely divested from 5 stocks this quarter.Largest Holdings Graham $158,339,472Berkshire Hathaway $156,355,418White Mountains Insurance Group $153,931,555Loews $24,579,688Johnson & Johnson $22,724,263 Largest New Holdings this Quarter 811543107 - Seaboard $11,670,457 Holding922908629 - Vanguard Mid-Cap ETF $235,603 Holding494368103 - Kimberly-Clark $220,441 Holding02209S103 - Altria Group $219,073 Holding871829107 - Sysco $212,363 Holding Largest Purchases this Quarter Seaboard 4,327 shares (about $11.67M)Molson Coors Beverage 138,270 shares (about $8.42M)Mohawk Industries 28,213 shares (about $3.22M)Apple 4,568 shares (about $1.01M)LIBERTY GLOBAL LTD 64,705 shares (about $744.75K) Largest Sales this Quarter Berkshire Hathaway 10,982 shares (about $5.85M)SUNRISE COMMUNICATIONS AG 20,113 shares (about $971.26K)Tripadvisor 66,429 shares (about $941.30K)National Presto Industries 9,460 shares (about $831.64K)Cable One 2,938 shares (about $780.84K) 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$158,339,472$469,861 ▼-0.3%164,78920.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$156,355,418$5,848,795 ▼-3.6%293,58120.0%FinanceWTMWhite Mountains Insurance Group$153,931,555$437,158 ▼-0.3%79,93119.7%FinanceLLoews$24,579,688$190,438 ▼-0.8%267,4323.1%FinanceJNJJohnson & Johnson$22,724,263$611,121 ▲2.8%137,0252.9%MedicalRSGRepublic Services$22,592,811$389,636 ▼-1.7%93,2972.9%Business ServicesTAPMolson Coors Beverage$21,912,497$8,416,505 ▲62.4%359,9882.8%Consumer StaplesSUNRISE COMMUNICATIONS AG$20,339,748$971,257 ▼-4.6%421,2002.6%ADS CL AULUnilever$16,982,464$71,400 ▼-0.4%285,1802.2%Consumer StaplesLIBERTY GLOBAL LTD$16,023,900$744,755 ▲4.9%1,392,1722.1%COM CL APOSTPost$15,000,084$50,617 ▼-0.3%128,9111.9%Consumer StaplesCNXCNX Resources$13,433,555$133,633 ▼-1.0%426,7331.7%EnergySEBSeaboard$11,670,457$11,670,457 ▲New Holding4,3271.5%Consumer StaplesAMGAffiliated Managers Group$11,341,106$81,326 ▼-0.7%67,4951.5%FinanceBRK.ABerkshire Hathaway$11,178,1820.0%141.4%FinanceCABOCable One$10,534,100$780,835 ▼-6.9%39,6361.3%Consumer DiscretionaryMHKMohawk Industries$9,955,925$3,221,360 ▲47.8%87,1951.3%Consumer DiscretionaryLIBERTY GLOBAL LTD$9,935,675$697,073 ▼-6.6%830,0481.3%COM CL CLBRDKLiberty Broadband$8,560,112$277,603 ▼-3.1%100,6481.1%Consumer DiscretionaryJOUTJohnson Outdoors$7,599,161$57,356 ▼-0.7%305,9241.0%Consumer DiscretionaryKOCoca-Cola$5,262,297$331,244 ▼-5.9%73,4750.7%Consumer StaplesTRIPTripadvisor$4,946,492$941,299 ▼-16.0%349,0820.6%Retail/WholesalePGProcter & Gamble$4,619,893$33,402 ▼-0.7%27,1090.6%Consumer StaplesAAPLApple$3,748,888$1,014,690 ▲37.1%16,8770.5%Computer and TechnologyMDLZMondelez International$2,408,833$107,136 ▼-4.3%35,5020.3%Consumer StaplesNPKNational Presto Industries$1,932,909$831,642 ▼-30.1%21,9870.2%Multi-Sector ConglomeratesSPYSPDR S&P 500 ETF Trust$1,875,663$232,150 ▲14.1%3,3530.2%FinanceHSYHershey$1,771,016$70,977 ▼-3.9%10,3550.2%Consumer StaplesMRKMerck & Co., Inc.$1,694,241$4,039 ▼-0.2%18,8750.2%MedicalSIRIUSXM HOLDINGS INC$1,483,197$18,059 ▼-1.2%65,7880.2%COMMON STOCKCLXClorox$1,480,4520.0%10,0540.2%Consumer StaplesMAMastercard$1,385,6470.0%2,5280.2%Business ServicesCVXChevron$1,376,5460.0%8,2290.2%EnergyGOOGAlphabet$1,292,022$23,434 ▼-1.8%8,2700.2%Computer and TechnologyVVisa$1,278,1280.0%3,6470.2%Business ServicesMSFTMicrosoft$1,224,5220.0%3,2620.2%Computer and TechnologyCLColgate-Palmolive$1,174,9980.0%12,5400.2%Consumer StaplesXOMExxon Mobil$1,146,028$2,379 ▲0.2%9,6360.1%EnergyUNHUnitedHealth Group$1,109,8260.0%2,1190.1%MedicalKHCKraft Heinz$974,907$55,199 ▲6.0%32,0380.1%Consumer StaplesLIBERTY MEDIA CORP DEL$920,231$18,602 ▼-2.0%13,5050.1%COM LBTY LIV S CVOOVanguard S&P 500 ETF$846,097$514 ▼-0.1%1,6460.1%ETFHLNHaleon$754,135$24,284 ▼-3.1%73,2880.1%MedicalZTSZoetis$637,5250.0%3,8720.1%MedicalJPMJPMorgan Chase & Co.$609,196$2,944 ▼-0.5%2,4830.1%FinancePMPhilip Morris International$604,920$14,762 ▼-2.4%3,8110.1%Consumer StaplesABTAbbott Laboratories$596,925$198,975 ▼-25.0%4,5000.1%MedicalGISGeneral Mills$591,921$50,822 ▲9.4%9,9000.1%Consumer StaplesLLYEli Lilly and Company$553,360$276,680 ▼-33.3%6700.1%MedicalADPAutomatic Data Processing$546,8990.0%1,7900.1%Business ServicesPIPRPiper Sandler Companies$541,8800.0%2,1880.1%FinanceENBEnbridge$535,9740.0%12,0960.1%EnergyGOOGLAlphabet$491,291$15,464 ▼-3.1%3,1770.1%Computer and TechnologyMMCMarsh & McLennan Companies$478,2990.0%1,9600.1%FinancePEPPepsiCo$439,474$59,976 ▲15.8%2,9310.1%Consumer StaplesMCDMcDonald's$427,749$62,178 ▼-12.7%1,3690.1%Retail/WholesaleLBRDALiberty Broadband$393,5500.0%4,6300.1%Consumer DiscretionaryABBVAbbVie$374,865$629 ▲0.2%1,7890.0%MedicalVEAVanguard FTSE Developed Markets ETF$352,150$123,415 ▲54.0%6,9280.0%ETFPGRProgressive$350,9320.0%1,2400.0%FinanceSJMJ. M. Smucker$270,567$17,762 ▲7.0%2,2850.0%Consumer StaplesMETAMeta Platforms$259,362$28,818 ▼-10.0%4500.0%Computer and TechnologyTMOThermo Fisher Scientific$251,2880.0%5050.0%MedicalGSThe Goldman Sachs Group$249,108$2,731 ▼-1.1%4560.0%FinanceVOVanguard Mid-Cap ETF$235,603$235,603 ▲New Holding9110.0%ETFTOSTToast$235,2420.0%7,0920.0%Computer and TechnologyPFEPfizer$225,830$12,670 ▲5.9%8,9120.0%MedicalBMYBristol-Myers Squibb$222,6140.0%3,6500.0%MedicalBACBank of America$221,396$21,326 ▲10.7%5,3050.0%FinanceBKNGBooking$221,1320.0%480.0%Retail/WholesaleKMBKimberly-Clark$220,441$220,441 ▲New Holding1,5500.0%Consumer StaplesKKellanova$220,0830.0%2,6680.0%Consumer DiscretionaryMOAltria Group$219,073$219,073 ▲New Holding3,6500.0%Consumer StaplesHIFSHingham Institution for Savings$214,0200.0%9000.0%FinanceSYYSysco$212,363$212,363 ▲New Holding2,8300.0%Consumer StaplesAPHAmphenol$209,8880.0%3,2000.0%Computer and TechnologyIVViShares Core S&P 500 ETF$207,042$207,042 ▲New Holding3680.0%ETFAMGNAmgen$200,638$200,638 ▲New Holding6440.0%MedicalVODVodafone Group Public$187,400$60,905 ▲48.1%20,0000.0%Computer and TechnologyCNH INDL N V$184,2000.0%15,0000.0%SHSOGNOrganon & Co.$149,478$3,291 ▼-2.2%10,0390.0%MedicalCLARClarus$91,7100.0%24,4560.0%Consumer DiscretionaryCRWSCrown Crafts$45,5000.0%12,5000.0%Consumer DiscretionaryMCYMercury General$0$3,805,080 ▼-100.0%00.0%FinanceACNAccenture$0$562,864 ▼-100.0%00.0%Computer and TechnologyNKENIKE$0$227,010 ▼-100.0%00.0%Consumer DiscretionaryKKRKKR & Co. Inc.$0$223,788 ▼-100.0%00.0%FinanceSRGSeritage Growth Properties$0$206,298 ▼-100.0%00.0%FinanceShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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