Wallace Capital Management Inc. Top Holdings and 13F Report (2026) About Wallace Capital Management Inc.Investment ActivityWallace Capital Management Inc. has $912.14 million in total holdings as of June 30, 2026.Wallace Capital Management Inc. owns shares of 77 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.05% of the portfolio was purchased this quarter.About 2.50% of the portfolio was sold this quarter.This quarter, Wallace Capital Management Inc. has purchased 75 new stocks and bought additional shares in 28 stocks.Wallace Capital Management Inc. sold shares of 34 stocks and completely divested from 1 stock this quarter.Largest Holdings Graham $178,490,499White Mountains Insurance Group $166,009,833Berkshire Hathaway $131,835,297PEOPLE INC $52,057,956U HAUL HOLDING COMPANY $32,159,672 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $542,091 Holding02209S103 - Altria Group $451,846 Holding46090E103 - Invesco QQQ $250,928 Holding Largest Purchases this Quarter Zoetis 193,760 shares (about $13.92M)Berkshire Hathaway 21,573 shares (about $10.79M)Post 68,362 shares (about $6.03M)White Mountains Insurance Group 1,272 shares (about $2.64M)CNX Resources 73,055 shares (about $2.48M) Largest Sales this Quarter Berkshire Hathaway 10 shares (about $7.49M)Johnson & Johnson 13,064 shares (about $3.32M)Seaboard 525 shares (about $2.34M)Affiliated Managers Group 4,540 shares (about $1.54M)Loews 12,801 shares (about $1.45M) 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$178,490,499$1,489,551 â–²0.8%156,37619.6%Consumer DiscretionaryWTMWhite Mountains Insurance Group$166,009,833$2,637,348 â–²1.6%80,06718.2%FinanceBRK.BBerkshire Hathaway$131,835,297$10,794,917 â–²8.9%263,46514.5%FinancePEOPLE INC$52,057,956$392,083 â–²0.8%1,127,7725.7%COM NEWU HAUL HOLDING COMPANY$32,159,672$892,619 â–²2.9%557,3603.5%COM SER NSEBSeaboard$30,675,148$2,343,830 â–¼-7.1%6,8713.4%Consumer StaplesLLoews$27,682,672$1,449,201 â–¼-5.0%244,5253.0%FinanceJNJJohnson & Johnson$26,744,489$3,317,855 â–¼-11.0%105,3062.9%HealthcareMHKMohawk Industries$26,547,611$611,503 â–²2.4%218,8052.9%Consumer DiscretionaryAMGAffiliated Managers Group$19,740,377$1,536,348 â–¼-7.2%58,3342.2%FinanceTAPMolson Coors Beverage$17,350,663$431,598 â–¼-2.4%445,3461.9%Consumer StaplesIMKTAIngles Markets$17,024,598$9,921 â–¼-0.1%192,1951.9%Consumer StaplesCNXCNX Resources$16,850,554$2,478,756 â–²17.2%496,6271.8%EnergyPOSTPost$16,463,138$6,033,630 â–²57.9%186,5301.8%Consumer StaplesRSGRepublic Services$16,459,561$614,309 â–¼-3.6%77,2461.8%IndustrialsLIBERTY GLOBAL LTD$15,262,053$626,214 â–²4.3%1,342,3091.7%COM CL AHTLDHeartland Express$14,687,406$92,233 â–¼-0.6%965,0071.6%IndustrialsZTSZoetis$14,174,457$13,923,594 â–²5,550.3%197,2511.6%HealthcareUNILEVER PLC$12,063,143$1,147,932 â–²10.5%200,6511.3%SPON ADR NEWJOUTJohnson Outdoors$11,427,457$29,235 â–¼-0.3%248,2071.3%Consumer DiscretionaryLIBERTY CAP CORP$10,619,529$570,090 â–¼-5.1%492,5571.2%SER C GCI GROUPAAPLApple$3,752,710$180,561 â–²5.1%12,9690.4%TechnologyPGProcter & Gamble$3,539,808$62,030 â–¼-1.7%24,1390.4%Consumer StaplesGOOGAlphabet$3,343,208$430,003 â–²14.8%9,4620.4%Communication ServicesLIBERTY GLOBAL LTD$3,187,921$508,079 â–¼-13.7%289,8110.3%COM CL CBRK.ABerkshire Hathaway$2,995,400$7,488,500 â–¼-71.4%40.3%FinanceU HAUL HOLDING COMPANY$2,955,925$96,524 â–¼-3.2%45,1700.3%COMKOCocaCola$2,139,657$943,699 â–¼-30.6%26,3280.2%Consumer StaplesLBRDKLiberty Broadband$1,821,251$214,693 â–¼-10.5%54,7580.2%Communication ServicesSPYSPDR S&P 500 ETF Trust$1,646,665$632,528 â–¼-27.8%2,2050.2%ETFSIRIUSXM HOLDINGS INC$1,577,630$679 â–²0.0%53,4070.2%COMMON STOCKMRKMerck & Co., Inc.$1,520,067$634,293 â–¼-29.4%11,8290.2%HealthcareTRIPTripAdvisor$1,488,125$644,946 â–¼-30.2%108,5430.2%Communication ServicesMDLZMondelez International$1,486,323$127,133 â–¼-7.9%25,6970.2%Consumer StaplesMSFTMicrosoft$1,474,921$215,233 â–²17.1%3,9540.2%TechnologyGOOGLAlphabet$1,450,565$163,318 â–²12.7%4,0590.2%Communication ServicesVVisa$1,448,526$283,049 â–²24.3%4,2220.2%FinanceMAMastercard$1,272,7010.0%2,4780.1%FinanceHSYHershey$1,199,201$29,827 â–¼-2.4%6,8350.1%Consumer StaplesLIBERTY LIVE HOLDINGS INC$1,196,901$5,282 â–¼-0.4%11,3300.1%COM SHS SER CXOMExxonMobil$1,154,230$78,480 â–¼-6.4%8,4420.1%EnergyJPMJPMorgan Chase & Co.$1,150,720$368,296 â–²47.1%3,5150.1%FinanceVOOVanguard S&P 500 ETF$1,024,990$21,297 â–²2.1%1,4920.1%ETFPMPhilip Morris International$1,020,151$384,976 â–²60.6%5,6390.1%Consumer StaplesUNHUnitedHealth Group$880,7200.0%2,1190.1%HealthcareLLYEli Lilly and Company$867,188$309,453 â–²55.5%7230.1%HealthcareCLColgate-Palmolive$800,825$80,678 â–¼-9.2%8,7350.1%Consumer StaplesCLXClorox$784,135$136,956 â–¼-14.9%8,2160.1%Consumer StaplesCABOCable One$614,319$12,321 â–¼-2.0%11,5670.1%Communication ServicesHIFSHingham Institution for Savings$614,300$307,150 â–²100.0%2,0000.1%FinanceRTXRTX$564,447$349,862 â–²163.0%2,9750.1%IndustrialsPIPER SANDLER COMPANIES$549,7840.0%7,6000.1%COM NEWABBVAbbVie$544,841$123,061 â–²29.2%2,1650.1%HealthcareITOTiShares Core S&P Total U.S. Stock Market ETF$542,091$542,091 â–²New Holding3,3000.1%ETFENBEnbridge$479,542$67,763 â–¼-12.4%8,8460.1%EnergyAPHAmphenol$458,432$44,080 â–¼-8.8%2,6000.1%TechnologyMOAltria Group$451,846$451,846 â–²New Holding6,2800.0%Consumer StaplesKHCKraft Heinz$434,060$4,535 â–¼-1.0%18,3770.0%Consumer StaplesAMGNAmgen$424,043$163,678 â–²62.9%1,1710.0%HealthcareADPAutomatic Data Processing$394,1520.0%1,7600.0%IndustrialsCVXChevron$363,843$829 â–¼-0.2%2,1950.0%EnergyMMacy's$352,1200.0%14,9520.0%Consumer DiscretionaryGISGeneral Mills$348,000$160,080 â–²85.2%10,0000.0%Consumer StaplesMAGNUM ICE CREAM CO NV$344,526$205,629 â–¼-37.4%19,7890.0%ORD SHSMARSH & MCLENNAN COS INC$335,0070.0%2,0100.0%COMMCDMcDonald's$300,036$19,191 â–¼-6.0%1,1100.0%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$275,1680.0%3,8620.0%ETFIVViShares Core S&P 500 ETF$269,9500.0%3600.0%ETFPGRProgressive$268,9120.0%1,2310.0%FinanceDFUVDimensional US Marketwide Value ETF$251,2310.0%4,5670.0%ETFQQQInvesco QQQ$250,928$250,928 â–²New Holding3410.0%ETFVOVanguard Mid-Cap ETF$230,430$168,794 â–²273.9%2,8600.0%ETFTMOThermo Fisher Scientific$225,6120.0%4500.0%HealthcareGSThe Goldman Sachs Group$222,501$97,091 â–¼-30.4%2200.0%FinanceBKNGBooking$213,888$205,332 â–²2,400.0%1,2000.0%Consumer DiscretionaryVODVodafone Group$198,3750.0%15,0000.0%Communication ServicesHLNHaleon$110,428$78,137 â–¼-41.4%11,8360.0%Consumer StaplesLIBERTY LIVE HOLDINGS INC$0$203,532 â–¼-100.0%00.0%COM SER AShowing largest 100 holdings. 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