Fund HoldingsWallace Capital Management Inc.

Total Portfolio Value
$731.83M
Total Bought
$31.98M
Total Sold
$85.97M
Net Transaction
-$53.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SUNRISE COMMUNICATIONS AG0441,313+441,313019,0122.60%+19,012
WHITE MTNS INS GROUP LTD
COM
82,36680,158-2,208139,708155,91321.30%+16,205
MOLSON COORS BEVERAGE CO(TAP)54,540221,718+167,1783,13712,7091.74%+9,572
GRAHAM HLDGS CO(GHC)167,514165,278-2,236137,650144,10919.69%+6,459
CNX RES CORP(CNX)438,862430,978-7,88414,29415,8042.16%+1,510
LOEWS CORP(L)283,394269,504-13,89022,40222,8243.12%+422
NATIONAL PRESTO INDS INC(NPK)36,33631,447-4,8892,7303,0950.42%+365
AFFILIATED MANAGERS GROUP IN69,37067,979-1,39112,33412,5711.72%+237
KKR & CO INC(KKR)01,513+1,51302240.03%+224
BANK AMERICA CORP04,794+4,79402110.03%+211
BRISTOL-MYERS SQUIBB CO(BMY)03,650+3,65002060.03%+206
APPLE INC(AAPL)12,38812,309-792,8863,0820.42%+196
ALPHABET INC(GOOG)8,4208,42001,4081,6040.22%+196
PROCTER AND GAMBLE CO(PG)25,49327,305+1,8124,4154,5780.63%+162
ORGANON & CO(OGN)010,260+10,26001530.02%+153
VISA INC(V)3,6473,64701,0031,1530.16%+150
LIBERTY MEDIA CORP DEL15,37513,778-1,5977899380.13%+149
JPMORGAN CHASE & CO.(JPM)2,2332,495+2624715980.08%+127
GENERAL MLS INC(GIS)6,3029,050+2,7484655770.08%+112
SPDR S&P 500 ETF TR(SPY)2,8182,938+1201,6171,7220.24%+105
MASTERCARD INCORPORATED(MA)2,5282,52801,2481,3310.18%+83
ALPHABET INC(GOOG)3,2773,27705436200.08%+77
GOLDMAN SACHS GROUP INC(GS)406461+552012640.04%+63
TOAST INC(TOST)7,0927,09202012590.04%+58
MERCURY GENL CORP NEW(MCY)59,52357,236-2,2873,7493,8050.52%+56
BOOKING HOLDINGS INC(BKNG)484802022380.03%+36
AUTOMATIC DATA PROCESSING IN1,7901,79004955240.07%+29
ENBRIDGE INC(ENB)12,09612,09604915130.07%+22
KRAFT HEINZ CO(KHC)26,02830,224+4,1969149280.13%+14
AMPHENOL CORP NEW3,2003,20002092220.03%+14
HINGHAM INSTN SVGS MASS90090002192290.03%+10
META PLATFORMS INC(META)50050002862930.04%+7
CNH INDL N V
SHS
15,00015,00001671700.02%+3
KELLANOVA2,6682,66802152160.03%+1
CLARUS CORP NEW24,45624,45601101100.02%0
ACCENTURE PLC IRELAND
SHS CLASS A
1,6001,60005665630.08%-3
CROWN CRAFTS INC12,50012,500060560.01%-4
PHILIP MORRIS INTL INC(PM)3,9043,90404744700.06%-4
ABBOTT LABS6,0006,00006846790.09%-5
VODAFONE GROUP PLC NEW(VOD)12,50013,500+1,0001251150.02%-11
SMUCKER J M CO(SJM)2,0352,135+1002462350.03%-11
PEPSICO INC(PEP)2,3312,531+2003963850.05%-12
PROGRESSIVE CORP(PGR)1,2401,24003152970.04%-18
CHEVRON CORP NEW(CVX)8,2298,22901,2121,1920.16%-20
MARSH & MCLENNAN COS INC(MRSH)1,9601,96004374160.06%-21
MCDONALDS CORP(MCD)1,5661,568+24774540.06%-22
VANGUARD TAX-MANAGED FDS4,5004,50002382150.03%-22
ABBVIE INC(ABBV)1,7861,78603533170.04%-35
NIKE INC(NKE)3,0003,00002652270.03%-38
THERMO FISHER SCIENTIFIC INC(TMO)50550503122630.04%-50
MICROSOFT CORP(MSFT)3,3123,262-501,4251,3750.19%-50
LIBERTY BROADBAND CORP(LBRDA)5,2804,630-6504063440.05%-61
VANGUARD INDEX FDS1,8071,647-1609548880.12%-66
SERITAGE GROWTH PPTYS60,25750,072-10,1852802060.03%-74
PFIZER INC(PFE)10,5128,412-2,1003042230.03%-81
EXXON MOBIL CORP9,6029,616+141,1261,0340.14%-91
HALEON PLC(HLN)79,95275,648-4,3048467220.10%-124
ZOETIS INC(ZTS)3,8723,87207576310.09%-126
SIRIUSXM HOLDINGS INC(SIRI)70,04466,589-3,4551,6571,5180.21%-138
UNITEDHEALTH GROUP INC(UNH)2,1192,11901,2391,0720.15%-167
INVESCO QQQ TR4110-4112000-200
SYSCO CORP(SYY)2,5800-2,5802010-201
AMGEN INC(AMGN)6440-6442080-208
HERSHEY CO(HSY)10,67510,770+952,0471,8240.25%-223
ELI LILLY & CO(LLY)1,1301,005-1251,0017760.11%-225
COLGATE PALMOLIVE CO(CL)13,29012,540-7501,3801,1400.16%-240
PIPER SANDLER COMPANIES3,1882,188-1,0009056560.09%-248
CRAWFORD & CO25,5000-25,5002800-280
MERCK & CO INC(MRK)19,16618,920-2462,1771,8820.26%-294
POST HLDGS INC(POST)131,501129,346-2,15515,22114,8052.02%-416
LIBERTY BROADBAND CORP(LBRDA)107,032103,912-3,1208,2737,7681.06%-504
GARTNER INC(IT)1,0000-1,0005070-507
MONDELEZ INTL INC(MDLZ)37,36837,081-2872,7532,2150.30%-538
CLOROX CO DEL(CLX)13,45410,054-3,4002,1921,6330.22%-559
REPUBLIC SVCS INC(RSG)98,11694,906-3,21019,70619,0932.61%-612
BERKSHIRE HATHAWAY INC DEL1514-110,3689,5331.30%-835
AMAZON COM INC(AMZN)4,8500-4,8509040-904
CABLE ONE INC46,72442,574-4,15016,34415,4172.11%-927
COCA COLA CO(KO)82,68378,100-4,5835,9424,8630.66%-1,079
INNOVEX INTERNATIONAL INC(INVX)80,1610-80,1611,1770-1,177
INVESTORS TITLE CO NC6,6420-6,6421,5260-1,526
MOHAWK INDS INC(MHK)53,96958,982+5,0138,6727,0270.96%-1,645
TRIPADVISOR INC(TRIP)543,799415,511-128,2887,8806,1370.84%-1,743
JOHNSON & JOHNSON(JNJ)136,296133,340-2,95622,08819,2842.63%-2,805
UNILEVER PLC(UL)297,066286,379-10,68719,29716,2382.22%-3,060
JOHNSON OUTDOORS INC370,329308,233-62,09613,40610,1721.39%-3,234
BERKSHIRE HATHAWAY INC DEL315,893304,563-11,330145,393138,05218.86%-7,341
LIBERTY GLOBAL LTD(LBTYA)973,501888,283-85,21821,03711,6721.59%-9,365
EQUITY COMWLTH475,8180-475,8189,4690-9,469
LIBERTY GLOBAL LTD(LBTYA)1,336,7581,327,467-9,29128,21916,9382.31%-11,280
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