Wallace Capital Management Inc. Diversified Active

CIK: 0001459754 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $520,882 (100.0% shares, 0.0% debt)

Holdings (60)

CABO Cable One Inc 15.6%
Value ($000) $81,456 Shares 49,547 Est. Cost $371.68 Unrealized +297.1%
BRK/B Berkshire Hathaway Inc Del 13.1%
Value ($000) $68,289 Shares 373,510 Est. Cost $126.80 Unrealized +67.6%
WTM White Mtns Ins Group Ltd 12.8%
Value ($000) $66,554 Shares 73,136 Est. Cost $649.94 Unrealized +59.3%
GHC Graham Hldgs Co 9.6%
Value ($000) $49,858 Shares 146,137 Est. Cost $428.55 Unrealized +11.3%
Liberty Global PLC 4.9%
Value ($000) $25,291 Shares 1,609,888 Est. Cost $24.95 Unrealized
L Loews Corp 3.3%
Value ($000) $17,244 Shares 495,095 Est. Cost $39.33 Unrealized +16.9%
JNJ Johnson & Johnson 3.0%
Value ($000) $15,716 Shares 119,853 Est. Cost $70.52 Unrealized +70.4%
GCI Liberty Inc 2.9%
Value ($000) $15,095 Shares 264,968 Est. Cost $53.00 Unrealized
GIS General Mls Inc 2.7%
Value ($000) $13,863 Shares 262,711 Est. Cost $35.40 Unrealized +22.3%
Unilever N V 2.6%
Value ($000) $13,380 Shares 274,235 Est. Cost $41.37 Unrealized
AMG Affiliated Managers Group Inc 2.3%
Value ($000) $11,894 Shares 201,111 Est. Cost $81.54 Unrealized -8.5%
RSG Republic Svcs Inc 1.9%
Value ($000) $9,970 Shares 132,829 Est. Cost $27.33 Unrealized +204.0%
Liberty Media Corp Delaware 1.6%
Value ($000) $8,246 Shares 260,790 Est. Cost $31.05 Unrealized
Hanesbrands Inc 1.5%
Value ($000) $7,963 Shares 1,011,793 Est. Cost $15.03 Unrealized
SNY Sanofi 1.5%
Value ($000) $7,651 Shares 174,989 Est. Cost $47.62 Unrealized
FOXA Fox Corp 1.5%
Value ($000) $7,636 Shares 323,146 Est. Cost $30.41 Unrealized 0.0%
Qurate Retail Inc 1.3%
Value ($000) $6,948 Shares 1,138,060 Est. Cost $21.73 Unrealized
GlaxoSmithKline PLC 1.3%
Value ($000) $6,628 Shares 174,940 Est. Cost $45.04 Unrealized
RH RH 1.1%
Value ($000) $5,793 Shares 57,657 Est. Cost $30.92 Unrealized +502.8%
BEN Franklin Res Inc 1.1%
Value ($000) $5,689 Shares 340,856 Est. Cost $22.28 Unrealized -23.2%
SBUX Starbucks Corp 1.1%
Value ($000) $5,647 Shares 85,897 Est. Cost $71.00 Unrealized 0.0%
KO Coca Cola Co 1.0%
Value ($000) $5,433 Shares 122,790 Est. Cost $27.82 Unrealized +61.7%
Equity Comwlth 0.9%
Value ($000) $4,764 Shares 150,246 Est. Cost $31.71 Unrealized
TRIP Tripadvisor Inc. 0.9%
Value ($000) $4,709 Shares 270,790 Est. Cost $25.33 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc Del 0.9%
Value ($000) $4,624 Shares 17 Est. Cost $185539.72 Unrealized +71.8%
SRG Seritage Growth PPTYS 0.9%
Value ($000) $4,461 Shares 489,726 Est. Cost $37.52 Unrealized -16.9%
Unilever PLC 0.9%
Value ($000) $4,437 Shares 87,741 Est. Cost $40.43 Unrealized
JEF Jefferies Finl Group Inc 0.7%
Value ($000) $3,733 Shares 273,115 Est. Cost $15.38 Unrealized +3.0%
AXS Axis Capital Holdings Ltd 0.7%
Value ($000) $3,724 Shares 96,357 Est. Cost $47.20 Unrealized 0.0%
MHK Mohawk Inds Inc 0.7%
Value ($000) $3,652 Shares 47,896 Est. Cost $118.44 Unrealized 0.0%
Walgreens Boots Alliance Inc 0.6%
Value ($000) $3,202 Shares 69,998 Est. Cost $45.74 Unrealized
LBRDK Liberty Broadband Corp 0.6%
Value ($000) $3,043 Shares 27,487 Est. Cost $46.41 Unrealized +151.0%
PG Procter & Gamble Co 0.5%
Value ($000) $2,812 Shares 25,561 Est. Cost $56.16 Unrealized +84.9%
Liberty Media Corp Delaware 0.5%
Value ($000) $2,735 Shares 86,304 Est. Cost $31.36 Unrealized
TR Tootsie Roll Inds Inc 0.5%
Value ($000) $2,717 Shares 75,548 Est. Cost $23.64 Unrealized +25.2%
CLX Clorox Co Del 0.4%
Value ($000) $2,303 Shares 13,294 Est. Cost $60.00 Unrealized +131.1%
MDLZ Mondelez Intl Inc 0.4%
Value ($000) $2,003 Shares 40,005 Est. Cost $24.00 Unrealized +94.6%
MRK Merck & Co Inc 0.4%
Value ($000) $1,880 Shares 24,439 Est. Cost $30.55 Unrealized +113.1%
HSY Hershey Co 0.3%
Value ($000) $1,735 Shares 13,097 Est. Cost $66.15 Unrealized +94.2%
CL Colgate Palmolive Co 0.2%
Value ($000) $998 Shares 15,033 Est. Cost $44.98 Unrealized +36.8%
SPB Spectrum Brands Hldgs Inc Ne 0.2%
Value ($000) $997 Shares 27,403 Est. Cost $56.67 Unrealized -4.6%
LBRDA Liberty Broadband Corp 0.2%
Value ($000) $969 Shares 9,054 Est. Cost $46.22 Unrealized +148.4%
CNDT Conduent Inc 0.1%
Value ($000) $771 Shares 314,690 Est. Cost $15.25 Unrealized -74.0%
NPK National Presto Inds Inc 0.1%
Value ($000) $466 Shares 6,586 Est. Cost $84.26 Unrealized 0.0%
PM Philip Morris Intl Inc 0.1%
Value ($000) $417 Shares 5,709 Est. Cost $54.76 Unrealized +10.9%
KHC Kraft Heinz Co 0.1%
Value ($000) $399 Shares 16,127 Est. Cost $73.96 Unrealized -72.0%
MCD McDonalds Corp 0.1%
Value ($000) $359 Shares 2,170 Est. Cost $77.71 Unrealized +121.1%
Immunomedics Inc 0.1%
Value ($000) $344 Shares 25,500 Est. Cost $14.63 Unrealized
CLAR Clarus Corp New 0.1%
Value ($000) $288 Shares 29,430 Est. Cost $6.30 Unrealized +78.2%
MA Mastercard Incorporated 0.1%
Value ($000) $266 Shares 1,100 Est. Cost $182.71 Unrealized +57.5%
LLY Lilly Eli & Co 0.0%
Value ($000) $245 Shares 1,768 Est. Cost $59.24 Unrealized +116.3%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $245 Shares 1,790 Est. Cost $97.00 Unrealized +46.3%
PFE Pfizer Inc 0.0%
Value ($000) $239 Shares 7,316 Est. Cost $21.68 Unrealized +19.1%
V Visa Inc 0.0%
Value ($000) $238 Shares 1,478 Est. Cost $137.38 Unrealized +31.5%
ZTS Zoetis Inc 0.0%
Value ($000) $220 Shares 1,872 Est. Cost $99.25 Unrealized +26.3%
WFC Wells Fargo & Co New 0.0%
Value ($000) $214 Shares 7,449 Est. Cost $39.83 Unrealized -8.0%
MRSH Marsh & McClennan Cos Inc 0.0%
Value ($000) $211 Shares 2,443 Est. Cost $79.33 Unrealized +22.7%
RES RPC Inc 0.0%
Value ($000) $129 Shares 62,500 Est. Cost $3.99 Unrealized -15.1%
CRWS Crown Crafts Inc 0.0%
Value ($000) $60 Shares 12,500 Est. Cost $3.33 Unrealized +14.3%
Town Sports Intl Hldgs Inc 0.0%
Value ($000) $29 Shares 58,793 Est. Cost $2.54 Unrealized