Wallace Capital Management Inc.
CIK 1459754
13F filing for Q2 2026・No. 2,732
- Holdings
- US$912.14M
- Quarter change
- +US$41.3M
- Entries
- 77
- Net bought (estimate)
- +US$22.91M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 1
- Cut 35
- Added 26
- Corporate actions 0
- Unchanged 13
Largest holdings
77 stocks worth US$912.14M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GHCGRAHAM HLDGS COCOM CL B | Added | 156,376 | US$178.49M | 19.57% |
| WTMWHITE MTNS INS GROUP LTDCOM | Added | 80,067 | US$166.01M | 18.20% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 263,465 | US$131.84M | 14.45% |
| PPLIPEOPLE INCCOM NEW | Added | 1,127,772 | US$52.06M | 5.71% |
| U HAUL HOLDING COMPANYCOM SER N | Added | 557,360 | US$32.16M | 3.53% |
| SEABOARD CORP DELCOM | Cut | 6,871 | US$30.68M | 3.36% |
| LOEWS CORPCOM | Cut | 244,525 | US$27.68M | 3.03% |
| JNJJOHNSON & JOHNSONCOM | Cut | 105,306 | US$26.74M | 2.93% |
| MHKMOHAWK INDS INCCOM | Added | 218,805 | US$26.55M | 2.91% |
| AMGAFFILIATED MANAGERS GROUPCOM | Cut | 58,334 | US$19.74M | 2.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.