Wallace Capital Management Inc. Diversified Active

CIK: 0001459754 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 14, 2014

Total Value ($000): $475,413 (100.0% shares, 0.0% debt)

Holdings (55)

GHC Graham Hldgs Co 11.2%
Value ($000) $53,457 Shares 74,441 Est. Cost $345.87 Unrealized +6.4%
WTM White Mtns Ins Group Ltd 9.7%
Value ($000) $46,008 Shares 75,617 Est. Cost $585.58 Unrealized +1.7%
Montpelier Re Holdings Ltd 7.9%
Value ($000) $37,544 Shares 1,175,089 Est. Cost $26.72 Unrealized
BRK/B Berkshire Hathaway Inc Del 7.6%
Value ($000) $35,976 Shares 284,262 Est. Cost $112.00 Unrealized +13.0%
Liberty Interactive Corp 6.2%
Value ($000) $29,267 Shares 996,848 Est. Cost $23.78 Unrealized
FRFHF Fairfax Financial Holdings Ltd (USA) 5.8%
Value ($000) $27,674 Shares 58,570 Est. Cost $321.49 Unrealized +14.0%
EXPE Expedia Inc Del 5.5%
Value ($000) $26,319 Shares 334,163 Est. Cost $54.82 Unrealized +24.6%
Liberty Media Corp Delaware 3.9%
Value ($000) $18,725 Shares 136,999 Est. Cost $127.29 Unrealized
Ascent Cap Group Inc 3.0%
Value ($000) $14,099 Shares 213,596 Est. Cost $76.16 Unrealized
SATS Echostar Corp 2.8%
Value ($000) $13,100 Shares 247,455 Est. Cost $31.68 Unrealized +25.9%
Unilever N V 2.4%
Value ($000) $11,532 Shares 263,538 Est. Cost $40.47 Unrealized
Resolute Fst Prods Inc 2.4%
Value ($000) $11,413 Shares 680,155 Est. Cost $13.74 Unrealized
Meredith Corp 2.4%
Value ($000) $11,395 Shares 235,627 Est. Cost $47.76 Unrealized
EIG Employers Holdings Inc 2.3%
Value ($000) $10,760 Shares 508,033 Est. Cost $17.23 Unrealized -9.7%
BBSI Barrett Business Services In 2.3%
Value ($000) $10,735 Shares 228,406 Est. Cost $11.62 Unrealized -9.7%
Cenveo Inc 2.0%
Value ($000) $9,722 Shares 2,620,382 Est. Cost $2.71 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $9,448 Shares 90,311 Est. Cost $60.39 Unrealized +21.1%
Liberty Interactive Corp 2.0%
Value ($000) $9,391 Shares 127,245 Est. Cost $79.65 Unrealized
WMT Wal-Mart Stores Inc 1.9%
Value ($000) $9,200 Shares 122,555 Est. Cost $20.00 Unrealized +2.6%
KO Coca Cola Co 1.4%
Value ($000) $6,566 Shares 155,012 Est. Cost $27.79 Unrealized +1.1%
GIS General Mls Inc 1.4%
Value ($000) $6,421 Shares 122,213 Est. Cost $32.43 Unrealized +10.3%
Medical Action Inds Inc 1.3%
Value ($000) $6,314 Shares 459,898 Est. Cost $7.70 Unrealized
RSG Republic Services Inc 1.2%
Value ($000) $5,709 Shares 150,346 Est. Cost $26.60 Unrealized +7.3%
Unilever PLC 1.2%
Value ($000) $5,580 Shares 123,157 Est. Cost $40.43 Unrealized
GlaxoSmithKline PLC 1.1%
Value ($000) $5,028 Shares 94,019 Est. Cost $50.38 Unrealized
SNY Sanofi 1.0%
Value ($000) $4,712 Shares 88,630 Est. Cost $51.65 Unrealized
NVS Novartis A G 1.0%
Value ($000) $4,645 Shares 51,306 Est. Cost $72.41 Unrealized
Starz 0.8%
Value ($000) $3,740 Shares 125,536 Est. Cost $22.10 Unrealized
Validus Holdings Ltd 0.7%
Value ($000) $3,351 Shares 87,639 Est. Cost $36.12 Unrealized
BRK/A Berkshire Hathaway Inc Del 0.6%
Value ($000) $2,659 Shares 14 Est. Cost $165023.42 Unrealized +15.0%
TR Tootsie Roll Inds Inc 0.5%
Value ($000) $2,586 Shares 87,846 Est. Cost $23.18 Unrealized -5.1%
PG Procter & Gamble Co 0.5%
Value ($000) $2,206 Shares 28,074 Est. Cost $55.00 Unrealized +6.0%
GNTX Gentex Corp 0.5%
Value ($000) $2,167 Shares 74,490 Est. Cost $11.28 Unrealized +29.5%
MRK Merck & Co Inc New 0.4%
Value ($000) $1,840 Shares 31,801 Est. Cost $30.02 Unrealized +26.5%
CLX Clorox Co Del 0.4%
Value ($000) $1,767 Shares 19,333 Est. Cost $60.00 Unrealized +7.5%
MDLZ Mondelez Intl Inc 0.4%
Value ($000) $1,708 Shares 45,412 Est. Cost $23.16 Unrealized +22.2%
CL Colgate Palmolive Co 0.3%
Value ($000) $1,579 Shares 23,166 Est. Cost $44.38 Unrealized +15.4%
Drew Inds Inc 0.3%
Value ($000) $1,430 Shares 28,603 Est. Cost $50.44 Unrealized
HSY Hershey Co 0.3%
Value ($000) $1,395 Shares 14,329 Est. Cost $65.69 Unrealized +13.2%
Dr Pepper Snapple Group Inc 0.3%
Value ($000) $1,213 Shares 20,701 Est. Cost $45.94 Unrealized
ET Energy Transfer Equity LP 0.2%
Value ($000) $1,132 Shares 19,200 Est. Cost $58.96 Unrealized
Cambium Learning Grp Inc 0.2%
Value ($000) $1,073 Shares 492,126 Est. Cost $1.26 Unrealized
Kraft Foods Group Inc 0.2%
Value ($000) $839 Shares 14,000 Est. Cost $55.88 Unrealized
CBS Corp New 0.1%
Value ($000) $508 Shares 8,176 Est. Cost $48.92 Unrealized
UTMD Utah Med Prods Inc 0.1%
Value ($000) $488 Shares 9,488 Est. Cost $47.08 Unrealized +9.1%
Iron Mtn Inc 0.1%
Value ($000) $459 Shares 12,938 Est. Cost $26.62 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $442 Shares 3,839 Est. Cost $86.56 Unrealized +6.1%
LLY Lilly Eli & Co 0.1%
Value ($000) $381 Shares 6,129 Est. Cost $48.02 Unrealized 0.0%
General Electric Co 0.1%
Value ($000) $359 Shares 13,645 Est. Cost $23.18 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $246 Shares 5,894 Est. Cost $26.70 Unrealized +27.2%
MO Altria Group 0.1%
Value ($000) $242 Shares 5,760 Est. Cost $16.28 Unrealized +17.9%
Magellan Midstream Prtnrs LP 0.0%
Value ($000) $228 Shares 2,718 Est. Cost $83.89 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $226 Shares 2,748 Est. Cost $73.14 Unrealized
PAA Plains All Amern Pipeline L 0.0%
Value ($000) $206 Shares 3,428 Est. Cost $60.09 Unrealized
SLV Ishares Silver Trust 0.0%
Value ($000) $203 Shares 10,000 Est. Cost $19.00 Unrealized