Wallace Capital Management Inc.
Annual return '25
+23.9%
SPY '25
+17.7%
Alpha
+6.2ptsvs SPY
Invested
$870.8M
Holdings
76
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 77%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WTM
WHITE MTNS INS GROUP LTD
Q3 2025: Increased +3.1% (79.0k → 81.5k shares)
19.9%
02
$GHC
GRAHAM HLDGS CO
Q2 2025: Sold 1.6% (164.8k → 162.1k shares)
18.8%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q2 2025: Sold 14.7% (293.6k → 250.3k shares)
13.3%
04
$IAC
IAC INC
Q3 2025: New position (738.1k shares)
5.1%
05
$SEB
SEABOARD CORP DEL
Q2 2025: Increased +77.6% (4.3k → 7.7k shares)
4.8%
06
$JNJ
JOHNSON & JOHNSON
Q3 2025: Sold 5.7% (159.6k → 150.4k shares)
3.3%
07
$L
LOEWS CORP
Q1 2025: Sold 0.8% (269.5k → 267.4k shares)
3.2%
08
$UHAL/B
U HAUL HOLDING COMPANY
Held since at least Q1 2024
2.8%
09
$MHK
MOHAWK INDS INC
Q2 2025: Increased +68.4% (87.2k → 146.8k shares)
2.4%
10
$TAP
MOLSON COORS BEVERAGE CO
Q3 2025: Sold 0.9% (533.3k → 528.5k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:16 UTC.