Fund HoldingsWallace Capital Management Inc.

Total Portfolio Value
$672.52M
Total Bought
$54.48M
Total Sold
$82.99M
Net Transaction
-$28.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
LIBERTY GLOBAL LTD(LBTYA)01,122,790+1,122,790020,9293.11%+20,929
LIBERTY GLOBAL LTD(LBTYA)01,119,863+1,119,863019,9002.96%+19,900
GRAHAM HLDGS CO(GHC)176,048174,035-2,013102,636121,21918.02%+18,583
WHITE MTNS INS GROUP LTD
COM
82,15384,157+2,004122,876126,65718.83%+3,782
TRIPADVISOR INC(TRIP)565,323589,402+24,0799,37312,6901.89%+3,317
REPUBLIC SVCS INC(RSG)101,657100,517-1,14014,48716,5762.46%+2,089
LOEWS CORP(L)302,651298,089-4,56219,16120,7443.08%+1,583
AFFILIATED MANAGERS GROUP IN73,37971,558-1,8219,56410,8351.61%+1,271
SPDR S&P 500 ETF TR(SPY)02,486+2,48601,1820.18%+1,182
MOHAWK INDS INC(MHK)59,27958,436-8435,0876,0480.90%+961
BELLRING BRANDS INC(BRBR)140,701120,508-20,1935,8016,6800.99%+879
VANGUARD INDEX FDS01,884+1,88408230.12%+823
EQUITY COMWLTH550,775562,990+12,21510,11810,8091.61%+692
MERCURY GENL CORP NEW(MCY)62,68761,357-1,3301,7572,2890.34%+532
JOHNSON & JOHNSON(JNJ)122,338124,599+2,26119,05419,5302.90%+475
INVESCO QQQ TR0659+65902700.04%+270
VANGUARD TAX-MANAGED FDS05,352+5,35202560.04%+256
NATIONAL PRESTO INDS INC(NPK)37,54036,302-1,2382,7202,9140.43%+194
MCDONALDS CORP(MCD)1,4521,845+3933825470.08%+165
MICROSOFT CORP(MSFT)2,6622,66208411,0010.15%+160
COCA COLA CO(KO)87,66785,451-2,2164,9085,0360.75%+128
CLOROX CO DEL(CLX)12,72912,499-2301,6681,7820.27%+114
VISA INC(V)3,6693,66908449550.14%+111
GARTNER INC(IT)1,0001,00003444510.07%+108
INVESTORS TITLE CO NC7,4387,441+31,1011,2070.18%+105
CRAWFORD & CO25,50025,50002383360.05%+98
PIPER SANDLER COMPANIES3,1883,18804635570.08%+94
MERCK & CO INC(MRK)19,78519,521-2642,0372,1280.32%+91
ZOETIS INC(ZTS)3,6723,67206397250.11%+86
POST HLDGS INC(POST)140,356137,616-2,74012,03412,1181.80%+84
ABBOTT LABS6,0426,04205856650.10%+80
SERITAGE GROWTH PPTYS65,57262,144-3,4285085810.09%+74
ALPHABET INC(GOOG)7,9207,92001,0441,1160.17%+72
MASTERCARD INCORPORATED(MA)2,3502,35009301,0020.15%+72
GENERAL MLS INC(GIS)210,966208,283-2,68313,50013,5682.02%+68
ACCENTURE PLC IRELAND
SHS CLASS A
1,5001,50004615260.08%+66
ADOBE INC(ADBE)70070003574180.06%+61
UNITEDHEALTH GROUP INC(UNH)2,1002,10001,0591,1060.16%+47
THERMO FISHER SCIENTIFIC INC(TMO)1,2501,280+306336790.10%+47
COLGATE PALMOLIVE CO(CL)13,47012,540-9309581,0000.15%+42
NIKE INC(NKE)3,0003,00002873260.05%+39
AUTODESK INC1,0001,00002072430.04%+37
MONDELEZ INTL INC(MDLZ)36,28935,230-1,0592,5182,5520.38%+33
KRAFT HEINZ CO(KHC)12,94712,533-4144364630.07%+28
WESTWOOD HLDGS GROUP INC10,15910,15901031280.02%+25
ALPHABET INC(GOOG)2,5402,54003323550.05%+22
APPLE INC(AAPL)14,24612,771-1,4752,4392,4590.37%+20
PROCTER AND GAMBLE CO(PG)22,60922,611+23,2983,3130.49%+16
WELLS FARGO CO NEW(WFC)6,0105,268-7422462590.04%+14
CROWN CRAFTS INC12,50012,500059620.01%+3
MARSH & MCLENNAN COS INC(MRSH)1,9601,96003733710.06%-2
PEPSICO INC(PEP)1,5231,448-752582460.04%-12
AUTOMATIC DATA PROCESSING IN1,7901,79004314170.06%-14
RPC INC(RES)10,50010,500094760.01%-17
AMAZON COM INC(AMZN)5,0504,100-9506426230.09%-19
CLARUS CORP NEW29,55329,55302232040.03%-20
JPMORGAN CHASE & CO(JPM)1,8791,479-4002722520.04%-21
HALEON PLC(HLN)90,52388,072-2,4517547250.11%-29
PHILIP MORRIS INTL INC(PM)3,6293,129-5003362940.04%-42
EXXON MOBIL CORP5,2855,657+3726215660.08%-56
LIBERTY BROADBAND CORP(LBRDA)5,2864,919-3674813970.06%-84
GSK PLC(GSK)81,92077,795-4,1252,9702,8830.43%-87
HERSHEY CO(HSY)10,32510,32502,0661,9250.29%-141
PFIZER INC(PFE)6,0400-6,0402000-200
ELI LILLY & CO(LLY)1,9321,392-5401,0388110.12%-227
HOME DEPOT INC(HD)8600-8602600-260
UNILEVER PLC(UL)219,864217,293-2,57110,86110,5341.57%-327
LIBERTY MEDIA CORP DEL15,0530-15,0534800-480
JOHNSON OUTDOORS INC289,730283,725-6,00515,84515,1572.25%-689
CONDUENT INC199,6530-199,6536950-695
DRIL-QUIP INC132,923130,718-2,2053,7443,0420.45%-703
SANOFI(SNY)118,761113,106-5,6556,3705,6250.84%-746
BERKSHIRE HATHAWAY INC DEL1715-29,0358,1391.21%-896
LIBERTY MEDIA CORP DEL60,22218,222-42,0001,5335240.08%-1,009
LIBERTY MEDIA CORP DEL52,52117,703-34,8181,6866620.10%-1,024
CNX RES CORP(CNX)453,932451,927-2,00510,2509,0391.34%-1,211
LIBERTY BROADBAND CORP(LBRDA)116,498114,334-2,16410,6399,2141.37%-1,424
BERKSHIRE HATHAWAY INC DEL336,373325,515-10,858117,831116,09817.26%-1,733
HANESBRANDS INC465,4710-465,4711,8430-1,843
CABLE ONE INC44,04244,275+23327,11424,6433.66%-2,471
LIBERTY MEDIA CORP DEL210,04570,829-139,2165,3482,0380.30%-3,309
LIBERTY GLOBAL PLC(LBTYA)719,9220-719,92212,3250-12,325
LIBERTY GLOBAL PLC(LBTYA)1,444,1670-1,444,16726,8040-26,804
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