Fund HoldingsWallace Capital Management Inc.

Total Portfolio Value
$733.08M
Total Bought
$16.85M
Total Sold
$82.89M
Net Transaction
-$66.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
WHITE MTNS INS GROUP LTD
COM
84,15782,077-2,080126,657147,27020.09%+20,613
BERKSHIRE HATHAWAY INC DEL325,515319,837-5,678116,098134,49818.35%+18,400
GRAHAM HLDGS CO(GHC)174,035170,311-3,724121,219130,74417.84%+9,525
UNILEVER PLC(UL)217,293286,414+69,12110,53414,3751.96%+3,841
TRIPADVISOR INC(TRIP)589,402580,912-8,49012,69016,1442.20%+3,454
JOHNSON & JOHNSON(JNJ)124,599142,560+17,96119,53022,5523.08%+3,022
REPUBLIC SVCS INC(RSG)100,51798,505-2,01216,57618,8582.57%+2,281
POST HLDGS INC(POST)137,616135,481-2,13512,11814,3991.96%+2,280
LOEWS CORP(L)298,089293,583-4,50620,74422,9853.14%+2,241
CNX RES CORP(CNX)451,927452,272+3459,03910,7281.46%+1,689
GENERAL MLS INC(GIS)208,283215,845+7,56213,56815,1032.06%+1,535
BERKSHIRE HATHAWAY INC DEL151508,1399,5171.30%+1,377
CHEVRON CORP NEW(CVX)08,164+8,16401,2880.18%+1,288
MOHAWK INDS INC(MHK)58,43655,911-2,5256,0487,3181.00%+1,270
AFFILIATED MANAGERS GROUP IN71,55870,306-1,25210,83511,7741.61%+939
MERCURY GENL CORP NEW(MCY)61,35760,073-1,2842,2893,1000.42%+811
PROCTER AND GAMBLE CO(PG)22,61124,713+2,1023,3134,0100.55%+696
JOHNSON OUTDOORS INC283,725343,786+60,06115,15715,8522.16%+695
MERCK & CO INC(MRK)19,52119,525+42,1282,5760.35%+448
ENBRIDGE INC(ENB)012,096+12,09604380.06%+438
KRAFT HEINZ CO(KHC)12,53323,908+11,3754638820.12%+419
GSK PLC(GSK)77,79574,944-2,8512,8833,2130.44%+330
EXXON MOBIL CORP5,6577,157+1,5005668320.11%+266
PFIZER INC(PFE)09,490+9,49002630.04%+263
PROGRESSIVE CORP(PGR)01,201+1,20102480.03%+248
META PLATFORMS INC(META)0500+50002430.03%+243
CLOROX CO DEL(CLX)12,49913,174+6751,7822,0170.28%+235
SPDR S&P 500 ETF TR(SPY)2,4862,664+1781,1821,3930.19%+212
COCA COLA CO(KO)85,45185,574+1235,0365,2350.71%+200
COLGATE PALMOLIVE CO(CL)12,54013,140+6001,0001,1830.16%+184
NATIONAL PRESTO INDS INC(NPK)36,30236,586+2842,9143,0660.42%+152
ELI LILLY & CO(LLY)1,3921,230-1628119570.13%+146
HERSHEY CO(HSY)10,32510,575+2501,9252,0570.28%+132
MASTERCARD INCORPORATED(MA)2,3502,35001,0021,1320.15%+129
PEPSICO INC(PEP)1,4482,131+6832463730.05%+127
JPMORGAN CHASE & CO(JPM)1,4791,881+4022523770.05%+125
AMAZON COM INC(AMZN)4,1004,10006237400.10%+117
VODAFONE GROUP PLC NEW(VOD)012,500+12,50001110.02%+111
MICROSOFT CORP(MSFT)2,6622,642-201,0011,1120.15%+111
LIBERTY GLOBAL LTD(LBTYA)1,119,8631,182,513+62,65019,90020,0082.73%+108
ALPHABET INC(GOOG)7,9207,92001,1161,2060.16%+90
VANGUARD INDEX FDS1,8841,88408239060.12%+83
LIBERTY MEDIA CORP DEL17,70316,881-8226627400.10%+78
PIPER SANDLER COMPANIES3,1883,18805576330.09%+75
VISA INC(V)3,6693,66909551,0240.14%+69
PHILIP MORRIS INTL INC(PM)3,1293,954+8252943620.05%+68
WELLS FARGO CO NEW(WFC)5,2685,26802593050.04%+46
MARSH & MCLENNAN COS INC(MRSH)1,9601,96003714040.06%+32
AUTOMATIC DATA PROCESSING IN1,7901,79004174470.06%+30
ALPHABET INC(GOOG)2,5402,54003553830.05%+29
GARTNER INC(IT)1,0001,00004514770.07%+26
ABBOTT LABS6,0426,000-426656820.09%+17
SERITAGE GROWTH PPTYS62,14461,787-3575815960.08%+15
VANGUARD TAX-MANAGED FDS5,3525,35202562690.04%+12
CROWN CRAFTS INC12,50012,500062640.01%+2
WESTWOOD HLDGS GROUP INC10,15910,15901281250.02%-3
CLARUS CORP NEW29,55329,55302041990.03%-4
ACCENTURE PLC IRELAND
SHS CLASS A
1,5001,50005265200.07%-6
MONDELEZ INTL INC(MDLZ)35,23036,242+1,0122,5522,5370.35%-15
LIBERTY MEDIA CORP DEL18,22216,862-1,3605245010.07%-23
LIBERTY MEDIA CORP DEL70,82967,535-3,2942,0382,0060.27%-32
HALEON PLC(HLN)88,07281,415-6,6577256910.09%-34
INVESTORS TITLE CO NC7,4417,127-3141,2071,1630.16%-44
NIKE INC(NKE)3,0003,00003262820.04%-44
UNITEDHEALTH GROUP INC(UNH)2,1002,10001,1061,0390.14%-67
RPC INC(RES)10,5000-10,500760-76
MCDONALDS CORP(MCD)1,8451,613-2325474550.06%-92
LIBERTY BROADBAND CORP(LBRDA)4,9195,280+3613973020.04%-95
CRAWFORD & CO25,50025,50003362400.03%-96
ZOETIS INC(ZTS)3,6723,67207256210.08%-103
DRIL-QUIP INC130,718128,138-2,5803,0422,8870.39%-155
AUTODESK INC1,0000-1,0002430-243
INVESCO QQQ TR6590-6592700-270
APPLE INC(AAPL)12,77112,471-3002,4592,1390.29%-320
ADOBE INC(ADBE)7000-7004180-418
SANOFI(SNY)113,106106,734-6,3725,6255,1870.71%-437
THERMO FISHER SCIENTIFIC INC(TMO)1,280380-9006792210.03%-459
EQUITY COMWLTH562,990546,310-16,68010,80910,3141.41%-495
LIBERTY GLOBAL LTD(LBTYA)1,122,7901,082,905-39,88520,92919,1022.61%-1,826
LIBERTY BROADBAND CORP(LBRDA)114,334111,921-2,4139,2146,4050.87%-2,809
CABLE ONE INC44,27544,129-14624,64318,6722.55%-5,971
BELLRING BRANDS INC(BRBR)120,5080-120,5086,6800-6,680
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