Wallace Capital Management Inc. holds a concentrated book of 75 stocks worth $870.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened U-Haul Holding Co-Non Voting and trimmed White Mountains Insurance GP. Their largest long position is White Mountains Insurance GP at 20% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1459754/holdings"
Use Arkolith to show Wallace Capital Management Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | White MTNS Ins Group Ltd COM | $173.1M | 78.8K | 19.9% | ▼−1.9% Reduced · −2K sh | |
| 2 | Graham Hldgs Co COM CL B | $164.0M | 155.1K | 18.8% | ▼−1.3% Reduced · −2K sh | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $115.9M | 241.9K | 13.3% | ▼−1.1% Reduced · −3K sh | |
| 4 | Iac Inc COM NEW | $44.8M | 1.12M | 5.1% | ▲+27% Added · +236K sh | |
| 5 | Seaboard Corp Del COM | $41.8M | 7.4K | 4.8% | ▼−4.1% Reduced · −317 sh | |
| 6 | Johnson & Johnson COM | $28.9M | 118.4K | 3.3% | ▼−12% Reduced · −16K sh | |
| 7 | Loews Corp COM | $27.5M | 257.3K | 3.2% | ▼−1.9% Reduced · −5K sh | |
| 8 | U Haul Holding Company COM SER N | $24.2M | 541.9K | 2.8% | ▲New New position | |
| 9 | Mohawk Inds Inc COM | $21.0M | 213.8K | 2.4% | ▲+2.7% Added · +6K sh | |
| 10 | Molson Coors Beverage Co CL B | $19.7M | 456.4K | 2.3% | ▲+14% Added · +56K sh | |
| 11 | Gci Liberty Inc COM SER C | $19.3M | 519.0K | 2.2% | ▲+2.6% Added · +13K sh | |
| 12 | Republic Svcs Inc COM | $17.5M | 80.1K | 2.0% | ▼−5.6% Reduced · −5K sh | |
| 13 | Affiliated Managers Group COM | $17.4M | 62.9K | 2.0% | ▼−3.4% Reduced · −2K sh | |
| 14 | Ingles MKTS Inc CL A | $17.3M | 192.3K | 2.0% | ▲+32% Added · +47K sh | |
| 15 | CNX Res Corp COM | $16.3M | 423.6K | 1.9% | ▲+1.6% Added · +7K sh | |
| 16 | Liberty Global Ltd COM CL A | $15.6M | 1.29M | 1.8% | ▼−0.9% Reduced · −12K sh | |
| 17 | Post Hldgs Inc COM | $11.7M | 118.2K | 1.3% | ▼−1.9% Reduced · −2K sh | |
| 18 | Johnson Outdoors Inc CL A | $11.6M | 248.8K | 1.3% | ▲+31% Added · +60K sh | |
| 19 | Unilever PLC SPON ADR NEW | $10.3M | 181.6K | 1.2% | ▼−5.0% Reduced · −10K sh | |
| 20 | Heartland Express Inc COM | $10.1M | 971.1K | 1.2% | ▲+2.6% Added · +25K sh | |
| 21 | Berkshire Hathaway Inc Del CL A | $10.1M | 14 | 1.2% | —Held | |
| 22 | Liberty Global Ltd COM CL C | $3.9M | 336.0K | 0.5% | ▼−8.9% Reduced · −33K sh | |
| 23 | Procter & Gamble Co COM | $3.5M | 24.6K | 0.4% | ▼−3.0% Reduced · −772 sh | |
| 24 | Apple Inc COM | $3.1M | 12.3K | 0.4% | ▼−8.3% Reduced · −1K sh | |
| 25 | Liberty Broadband Corp COM SER C | $3.1M | 61.2K | 0.4% | ▼−4.8% Reduced · −3K sh | |
| 26 | Coca Cola Co COM | $2.9M | 37.9K | 0.3% | ▼−22% Reduced · −11K sh | |
| 27 | Alphabet Inc CAP STK CL C | $2.4M | 8.2K | 0.3% | —Held | |
| 28 | U Haul Holding Company COM | $2.2M | 46.6K | 0.3% | ▲New New position | |
| 29 | Merck & Co Inc COM | $2.0M | 16.8K | 0.2% | ▼−7.3% Reduced · −1K sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 3.1K | 0.2% | ▲+6.5% Added · +185 sh | |
| 31 | Tripadvisor Inc COM | $1.7M | 155.6K | 0.2% | ▼−19% Reduced · −38K sh | |
| 32 | Mondelez Intl Inc CL A | $1.6M | 27.9K | 0.2% | ▼−6.6% Reduced · −2K sh | |
| 33 | Exxon Mobil Corp COM | $1.5M | 9.0K | 0.2% | ▼−5.4% Reduced · −518 sh | |
| 34 | Hershey Co COM | $1.5M | 7.0K | 0.2% | ▼−14% Reduced · −1K sh | |
| 35 | Microsoft Corp COM | $1.3M | 3.4K | 0.1% | ▼−1.2% Reduced · −40 sh | |
| 36 | Mastercard Incorporated CL A | $1.2M | 2.5K | 0.1% | —Held | |
| 37 | Siriusxm Holdings Inc COMMON STOCK | $1.2M | 53.4K | 0.1% | ▼−4.0% Reduced · −2K sh | |
| 38 | Cable One Inc COM | $1.1M | 11.8K | 0.1% | ▼−2.1% Reduced · −259 sh | |
| 39 | Liberty Live Holdings Inc COM SHS SER C | $1.1M | 11.4K | 0.1% | ▼−5.6% Reduced · −679 sh | |
| 40 | Alphabet Inc CAP STK CL A | $1.0M | 3.6K | 0.1% | ▼−6.8% Reduced · −265 sh | |
| 41 | Visa Inc COM CL A | $1.0M | 3.4K | 0.1% | —Held | |
| 42 | Clorox Co Del COM | $1.0M | 9.7K | 0.1% | ▲+15% Added · +1K sh | |
| 43 | Vanguard Index FDS S&P 500 ETF SHS | $873K | 1.5K | 0.1% | ▲+2.8% Added · +40 sh | |
| 44 | Colgate Palmolive Co COM | $819K | 9.6K | 0.1% | —Held | |
| 45 | JPMorgan Chase & Co COM | $703K | 2.4K | 0.1% | ▼−1.2% Reduced · −30 sh | |
| 46 | Piper Sandler Companies COM NEW | $582K | 7.6K | 0.1% | ▲New New position | |
| 47 | Philip Morris Intl Inc COM | $581K | 3.5K | 0.1% | —Held | |
| 48 | Unitedhealth Group Inc COM | $573K | 2.1K | 0.1% | ▼−2.1% Reduced · −45 sh | |
| 49 | Enbridge Inc COM | $547K | 10.1K | 0.1% | ▼−2.4% Reduced · −250 sh | |
| 50 | Magnum Ice Cream Co NV ORD SHS | $472K | 31.6K | 0.1% | ▼−28% Reduced · −12K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.