Fund HoldingsWallace Capital Management Inc.

Total Portfolio Value
$830.48M
Total Bought
$47.34M
Total Sold
$105.87M
Net Transaction
-$58.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
WHITE MTNS INS GROUP LTD
COM
81,48980,347-1,142136,210166,96320.10%+30,753
GCI LIBERTY INC(GLIBA)151,441505,977+354,5365,64418,8272.27%+13,183
UNILEVER PLC(UL)0191,192+191,192012,5041.51%+12,504
IAC INC(PPLI)738,140883,775+145,63525,14834,5564.16%+9,407
SEABOARD CORP DEL(SEB)7,7407,713-2728,22834,2844.13%+6,055
MOHAWK INDS INC(MHK)147,240208,222+60,98218,98222,7592.74%+3,776
HEARTLAND EXPRESS INC(HTLD)571,500946,374+374,8744,7898,5461.03%+3,757
AFFILIATED MANAGERS GROUP IN66,90065,097-1,80315,95118,7662.26%+2,815
CNX RES CORP(CNX)418,322416,707-1,61513,43715,3221.84%+1,886
LIBERTY LIVE HOLDINGS INC(LLYVA)012,059+12,05901,0030.12%+1,003
LOEWS CORP(L)268,044262,210-5,83426,90927,6133.32%+704
MAGNUM ICE CREAM CO NV(MICC)043,704+43,70406930.08%+693
ALPHABET INC(GOOG)8,2458,24502,0082,5870.31%+579
SPDR S&P 500 ETF TR(SPY)2,1772,867+6901,4501,9550.24%+505
ALPHABET INC(GOOG)3,1773,867+6907721,2100.15%+438
MERCK & CO INC(MRK)17,77918,080+3011,4921,9030.23%+411
MACYS INC(M)014,952+14,95203300.04%+330
APPLE INC(AAPL)13,33513,470+1353,3953,6620.44%+266
AMGEN INC(AMGN)0744+74402440.03%+244
AMAZON COM INC(AMZN)0995+99502300.03%+230
EXXON MOBIL CORP8,9789,534+5561,0121,1470.14%+135
JPMORGAN CHASE & CO.(JPM)2,3102,420+1107297800.09%+51
AMPHENOL CORP NEW3,2003,20003964320.05%+36
THERMO FISHER SCIENTIFIC INC(TMO)475450-252302610.03%+30
GOLDMAN SACHS GROUP INC(GS)456446-103633920.05%+29
VODAFONE GROUP PLC NEW(VOD)15,00015,00001741980.02%+24
HINGHAM INSTN SVGS MASS1,0001,00002642840.03%+20
RTX CORPORATION(RTX)1,2311,23102062260.03%+20
IDEXX LABS INC(IDXX)35035002242370.03%+13
ELI LILLY & CO(LLY)655475-1805005100.06%+11
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
4,5674,56702042130.03%+9
BERKSHIRE HATHAWAY INC DEL1414010,55910,5671.27%+8
JOHNSON & JOHNSON(JNJ)150,446134,819-15,62727,89627,9013.36%+5
ISHARES TR368360-82472470.03%0
BOOKING HOLDINGS INC(BKNG)484802592570.03%-2
VANGUARD INDEX FDS76576502252220.03%-3
ABBVIE INC(ABBV)1,7891,78904144090.05%-5
PHILIP MORRIS INTL INC(PM)3,5113,51105695630.07%-6
VANGUARD INDEX FDS1,4711,421-509018910.11%-10
MCDONALDS CORP(MCD)1,2731,229-443873760.05%-11
PIPER SANDLER COMPANIES1,9001,90006596450.08%-14
UNITEDHEALTH GROUP INC(UNH)2,1192,164+457327140.09%-17
MARSH & MCLENNAN COS INC(MRSH)1,9602,010+503953730.04%-22
MASTERCARD INCORPORATED(MA)2,5282,478-501,4381,4150.17%-23
PROGRESSIVE CORP(PGR)1,2311,23103042800.03%-24
ENBRIDGE INC(ENB)10,34610,34605224950.06%-27
AUTOMATIC DATA PROCESSING IN1,6401,760+1204814530.05%-29
MICROSOFT CORP(MSFT)3,2573,417+1601,6871,6530.20%-34
CROWN CRAFTS INC12,5000-12,500360-36
VANGUARD TAX-MANAGED FDS4,9284,037-8912952520.03%-43
VISA INC(V)3,6473,397-2501,2451,1910.14%-54
CLARUS CORP NEW18,2550-18,255640-64
COLGATE PALMOLIVE CO(CL)10,3159,615-7008257600.09%-65
INGLES MKTS INC(IMKTA)144,520145,649+1,12910,0539,9841.20%-69
ZOETIS INC(ZTS)3,6913,69105404640.06%-76
KRAFT HEINZ CO(KHC)21,89619,622-2,2745704760.06%-94
GENERAL MLS INC(GIS)6,9005,400-1,5003482510.03%-97
ABBOTT LABS3,5002,900-6004693630.04%-105
HERSHEY CO(HSY)8,6508,135-5151,6181,4800.18%-138
SIRIUSXM HOLDINGS INC(SIRI)55,98155,585-3961,3031,1110.13%-192
HALEON PLC(HLN)49,53724,551-24,9864442480.03%-196
CHEVRON CORP NEW(CVX)3,5202,265-1,2555473450.04%-201
META PLATFORMS INC(META)3000-3002200-220
PROCTER AND GAMBLE CO(PG)25,14925,334+1853,8643,6310.44%-234
LIBERTY BROADBAND CORP(LBRDA)3,7600-3,7602380-238
CLOROX CO DEL(CLX)8,8618,371-4901,0938440.10%-249
LIBERTY MEDIA CORP DEL2,6960-2,6962540-254
TOAST INC(TOST)7,0920-7,0922590-259
MONDELEZ INTL INC(MDLZ)31,53229,866-1,6661,9701,6080.19%-362
COCA COLA CO(KO)62,96848,843-14,1254,1763,4150.41%-761
LIBERTY GLOBAL LTD(LBTYA)1,340,7911,299,236-41,55515,36514,4731.74%-892
POST HLDGS INC(POST)122,381120,458-1,92313,15411,9311.44%-1,222
LIBERTY MEDIA CORP DEL12,8320-12,8321,2440-1,244
CABLE ONE INC15,35812,058-3,3002,7191,3610.16%-1,358
JOHNSON OUTDOORS INC236,654189,296-47,3589,5588,0360.97%-1,523
TRIPADVISOR INC(TRIP)283,185193,107-90,0784,6052,8120.34%-1,793
REPUBLIC SVCS INC(RSG)89,54784,873-4,67420,54917,9872.17%-2,562
LIBERTY BROADBAND CORP(LBRDA)94,87964,339-30,5406,0293,1270.38%-2,902
LIBERTY GLOBAL LTD(LBTYA)614,217368,763-245,4547,2174,0710.49%-3,146
BERKSHIRE HATHAWAY INC DEL251,042244,536-6,506126,209122,91614.80%-3,293
MOLSON COORS BEVERAGE CO(TAP)528,518400,400-128,11823,91518,6912.25%-5,225
UNILEVER PLC(UL)275,1500-275,15016,3110-16,311
GRAHAM HLDGS CO(GHC)162,232157,068-5,164190,998172,55520.78%-18,442
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