Fund Holdings — Wallace Capital Management Inc.

Total Portfolio Value
$870.84M
Total Bought
$54.23M
Total Sold
$42.40M
Net Transaction
+$11.83M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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U HAUL HOLDING COMPANY0541,890+541,890024,2062.78%+24,206
IAC INC(PPLI)883,7751,119,278+235,50334,55644,8055.15%+10,249
SEABOARD CORP DEL(SEB)7,7137,396-31734,28441,8184.80%+7,534
INGLES MKTS INC(IMKTA)145,649192,307+46,6589,98417,2861.99%+7,302
WHITE MTNS INS GROUP LTD
COM
80,34778,795-1,552166,963173,10919.88%+6,146
JOHNSON OUTDOORS INC(JOUT)189,296248,842+59,5468,03611,5741.33%+3,538
U HAUL HOLDING COMPANY046,645+46,64502,2290.26%+2,229
HEARTLAND EXPRESS INC(HTLD)946,374971,067+24,6938,54610,0991.16%+1,553
LIBERTY GLOBAL LTD(LBTYA)1,299,2361,287,233-12,00314,47315,5631.79%+1,089
JOHNSON & JOHNSON(JNJ)134,819118,370-16,44927,90128,9343.32%+1,034
CNX RES CORP(CNX)416,707423,572+6,86515,32216,3291.88%+1,006
MOLSON COORS BEVERAGE CO(TAP)400,400456,424+56,02418,69119,6542.26%+963
PIPER SANDLER COMPANIES(PIPR)07,600+7,60005820.07%+582
GCI LIBERTY INC(GLIBA)505,977518,999+13,02218,82719,3122.22%+485
EXXON MOBIL CORP9,5349,016-5181,1471,5300.18%+382
LIBERTY LIVE HOLDINGS INC(LLYVA)02,221+2,22102040.02%+204
CLOROX CO DEL(CLX)8,3719,651+1,2808441,0000.11%+156
SIRIUSXM HOLDINGS INC(SIRI)55,58553,384-2,2011,1111,2320.14%+121
MERCK & CO INC(MRK)18,08016,765-1,3151,9032,0170.23%+114
CHEVRON CORPORATION(CVX)2,2652,200-653454550.05%+110
LIBERTY LIVE HOLDINGS INC(LLYVA)12,05911,380-6791,0031,0710.12%+68
COLGATE PALMOLIVE CO(CL)9,6159,61507608190.09%+60
ENBRIDGE INC(ENB)10,34610,096-2504955470.06%+52
STATE STR SPDR S&P 500 ETF T(SPY)2,8673,052+1851,9551,9850.23%+30
VODAFONE GROUP PLC(VOD)15,00015,00001982250.03%+27
PHILIP MORRIS INTL INC(PM)3,5113,51105635810.07%+17
AMGEN INC(AMGN)744719-252442530.03%+9
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
4,5674,56702132210.03%+9
HINGHAM INSTN SVGS MASS1,0001,00002842860.03%+2
MONDELEZ INTL INC(MDLZ)29,86627,895-1,9711,6081,6080.18%0
VANGUARD INDEX FDS76576502222200.03%-2
VANGUARD TAX-MANAGED FDS4,0373,862-1752522470.03%-5
RTX CORPORATION(RTX)1,2311,131-1002262180.03%-8
MCDONALDS CORP(MCD)1,2291,181-483763670.04%-9
ISHARES TR36036002472350.03%-11
VANGUARD INDEX FDS1,4211,461+408918730.10%-18
HERSHEY CO(HSY)8,1357,005-1,1301,4801,4560.17%-24
MARSH & MCLENNAN COS INC(MRSH)2,0102,01003733490.04%-24
PROGRESSIVE CORP(PGR)1,2311,23102802440.03%-36
THERMO FISHER SCIENTIFIC INC(TMO)45045002612210.03%-40
ABBVIE INC(ABBV)1,7891,676-1134093650.04%-44
HALEON PLC(HLN)24,55120,211-4,3402482020.02%-46
LIBERTY BROADBAND CORP(LBRDA)64,33961,213-3,1263,1273,0790.35%-48
GENERAL MILLS INC(GIS)5,4005,40002512010.02%-50
ZOETIS INC(ZTS)3,6913,491-2004644130.05%-52
BOOKING HOLDINGS INC(BKNG)484802572020.02%-55
KRAFT HEINZ CO(KHC)19,62218,569-1,0534764180.05%-58
MACYS INC(M)14,95214,95203302700.03%-59
AMPHENOL CORP3,2002,850-3504323600.04%-72
JPMORGAN CHASE & CO(JPM)2,4202,390-307807030.08%-77
ELI LILLY & CO(LLY)475465-105104280.05%-83
PROCTER & GAMBLE CO(PG)25,33424,562-7723,6313,5480.41%-83
AUTOMATIC DATA PROCESSING IN1,7601,76004533580.04%-95
GOLDMAN SACHS GROUP INC(GS)446316-1303922670.03%-125
LIBERTY GLOBAL LTD(LBTYA)368,763336,000-32,7634,0713,9410.45%-130
UNITEDHEALTH GROUP INC(UNH)2,1642,119-457145730.07%-141
LOEWS CORP(L)262,210257,326-4,88427,61327,4673.15%-146
VISA INC(V)3,3973,39701,1911,0270.12%-165
ALPHABET INC(GOOG)3,8673,602-2651,2101,0360.12%-175
MASTERCARD INCORPORATED(MA)2,4782,47801,4151,2380.14%-176
MAGNUM ICE CREAM CO NV(MICC)43,70431,600-12,1046934720.05%-220
ALPHABET INC(GOOG)8,2458,24502,5872,3650.27%-222
AMAZON COM INC(AMZN)9950-9952300—-230
IDEXX LABS INC(IDXX)3500-3502370—-237
POST HLDGS INC(POST)120,458118,168-2,29011,93111,6821.34%-249
CABLE ONE INC(CABO)12,05811,799-2591,3611,0760.12%-285
ABBOTT LABS2,9000-2,9003630—-363
MICROSOFT CORP(MSFT)3,4173,377-401,6531,2500.14%-402
REPUBLIC SVCS INC(RSG)84,87380,129-4,74417,98717,5502.02%-437
BERKSHIRE HATHAWAY INC DEL1414010,56710,0541.15%-513
APPLE INC(AAPL)13,47012,345-1,1253,6623,1330.36%-529
COCA COLA CO(KO)48,84337,940-10,9033,4152,8850.33%-529
PIPER SANDLER COMPANIES1,9000-1,9006450—-645
TRIPADVISOR INC(TRIP)193,107155,585-37,5222,8121,6590.19%-1,153
AFFILIATED MANAGERS GROUP65,09762,874-2,22318,76617,3972.00%-1,369
MOHAWK INDS INC(MHK)208,222213,765+5,54322,75921,0472.42%-1,711
UNILEVER PLC(UL)191,192181,557-9,63512,50410,3431.19%-2,161
BERKSHIRE HATHAWAY INC DEL244,536241,892-2,644122,916115,91513.31%-7,001
GRAHAM HLDGS CO(GHC)157,068155,071-1,997172,555163,95018.83%-8,605
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Wallace Capital Management Inc. — 13F Holdings — Q1 2026 | TickerTrail