Wallace Capital Management Inc. Diversified Active

CIK: 0001459754 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $610,112 (100.0% shares, 0.0% debt)

Holdings (64)

WTM WHITE MTNS INS GROUP LTD 16.5%
Value ($000) $100,733 Shares 73,128 Est. Cost $695.09 Unrealized +106.3%
GHC GRAHAM HLDGS CO 16.5%
Value ($000) $100,615 Shares 168,862 Est. Cost $439.18 Unrealized +37.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 16.5%
Value ($000) $100,392 Shares 325,136 Est. Cost $134.89 Unrealized +128.5%
LIBERTY GLOBAL PLC 6.0%
Value ($000) $36,574 Shares 1,794,586 Est. Cost $24.69 Unrealized
CABO CABLE ONE INC 4.5%
Value ($000) $27,381 Shares 39,005 Est. Cost $474.95 Unrealized +44.8%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $18,460 Shares 119,095 Est. Cost $74.89 Unrealized +97.5%
GIS GENERAL MLS INC 3.0%
Value ($000) $18,352 Shares 214,745 Est. Cost $35.90 Unrealized +100.4%
L LOEWS CORP 2.9%
Value ($000) $17,930 Shares 309,029 Est. Cost $40.51 Unrealized +44.9%
RSG REPUBLIC SVCS INC 2.3%
Value ($000) $13,896 Shares 102,763 Est. Cost $27.33 Unrealized +350.5%
POST POST HLDGS INC 2.1%
Value ($000) $12,542 Shares 139,556 Est. Cost $64.62 Unrealized +40.7%
UNILEVER PLC 1.9%
Value ($000) $11,602 Shares 223,410 Est. Cost $52.84 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 1.9%
Value ($000) $11,434 Shares 80,284 Est. Cost $82.79 Unrealized +90.7%
EQUITY COMWLTH 1.8%
Value ($000) $11,148 Shares 538,275 Est. Cost $26.42 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.6%
Value ($000) $9,747 Shares 119,303 Est. Cost $125.50 Unrealized -35.6%
JOUT JOHNSON OUTDOORS INC 1.5%
Value ($000) $9,300 Shares 147,599 Est. Cost $73.93 Unrealized -12.6%
BEN FRANKLIN RESOURCES INC 1.3%
Value ($000) $8,183 Shares 303,745 Est. Cost $22.25 Unrealized +12.0%
TRIP TRIPADVISOR INC 1.3%
Value ($000) $8,144 Shares 410,050 Est. Cost $25.49 Unrealized -16.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $7,915 Shares 17 Est. Cost $193607.61 Unrealized +141.1%
CNX CNX RES CORP 1.2%
Value ($000) $7,181 Shares 448,282 Est. Cost $20.33 Unrealized -21.8%
SNY SANOFI 1.1%
Value ($000) $6,813 Shares 125,193 Est. Cost $47.62 Unrealized
MHK MOHAWK INDS INC 1.0%
Value ($000) $6,144 Shares 61,310 Est. Cost $125.70 Unrealized -13.3%
LIBERTY MEDIA CORP DEL 1.0%
Value ($000) $6,086 Shares 217,445 Est. Cost $31.20 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $5,638 Shares 90,890 Est. Cost $27.82 Unrealized +99.2%
BRBR BELLRING BRANDS INC 0.9%
Value ($000) $5,275 Shares 155,142 Est. Cost $25.08 Unrealized +17.7%
DRIL-QUIP INC 0.6%
Value ($000) $3,632 Shares 126,604 Est. Cost $30.39 Unrealized
HANESBRANDS INC 0.6%
Value ($000) $3,574 Shares 679,508 Est. Cost $15.12 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $3,398 Shares 22,850 Est. Cost $57.42 Unrealized +132.0%
MCY MERCURY GENL CORP NEW 0.5%
Value ($000) $3,161 Shares 99,590 Est. Cost $44.35 Unrealized -23.1%
GSK GSK PLC 0.5%
Value ($000) $3,113 Shares 87,483 Est. Cost $29.43 Unrealized
NPK NATIONAL PRESTO INDS INC 0.5%
Value ($000) $2,783 Shares 38,610 Est. Cost $80.35 Unrealized -9.2%
HSY HERSHEY CO 0.4%
Value ($000) $2,695 Shares 10,594 Est. Cost $66.15 Unrealized +228.3%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $2,543 Shares 36,468 Est. Cost $24.00 Unrealized +154.6%
LBTYAUSD LIBERTY GLOBAL PLC 0.4%
Value ($000) $2,470 Shares 126,662 Est. Cost $18.45 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $2,355 Shares 14,281 Est. Cost $131.09 Unrealized +11.0%
MRK MERCK & CO INC 0.4%
Value ($000) $2,198 Shares 20,655 Est. Cost $30.55 Unrealized +223.0%
CLX CLOROX CO DEL 0.3%
Value ($000) $2,014 Shares 12,729 Est. Cost $60.00 Unrealized +127.0%
LIBERTY MEDIA CORP DEL 0.3%
Value ($000) $1,716 Shares 61,072 Est. Cost $31.36 Unrealized
CNDT CONDUENT INC 0.2%
Value ($000) $1,216 Shares 354,422 Est. Cost $11.63 Unrealized -64.7%
ITIC INVESTORS TITLE CO NC 0.2%
Value ($000) $1,105 Shares 7,317 Est. Cost $138.86 Unrealized +10.8%
HLN HALEON PLC 0.2%
Value ($000) $1,082 Shares 132,934 Est. Cost $6.09 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,012 Shares 13,470 Est. Cost $44.98 Unrealized +54.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $861 Shares 2,506 Est. Cost $175.87 Unrealized +87.6%
SRG SERITAGE GROWTH PPTYS 0.1%
Value ($000) $743 Shares 94,427 Est. Cost $35.14 Unrealized -68.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $651 Shares 5,935 Est. Cost $71.48 Unrealized +40.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $517 Shares 1,849 Est. Cost $86.35 Unrealized +190.1%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $516 Shares 13,343 Est. Cost $72.84 Unrealized -53.1%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $442 Shares 3,188 Est. Cost $169.95 Unrealized -16.1%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $439 Shares 5,348 Est. Cost $46.22 Unrealized +75.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $400 Shares 1,100 Est. Cost $219.57 Unrealized +62.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $399 Shares 1,790 Est. Cost $97.00 Unrealized +118.0%
RES RPC INC 0.1%
Value ($000) $388 Shares 50,500 Est. Cost $4.31 Unrealized +90.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $353 Shares 3,629 Est. Cost $54.90 Unrealized +58.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $326 Shares 1,960 Est. Cost $79.33 Unrealized +100.8%
V VISA INC 0.1%
Value ($000) $320 Shares 1,419 Est. Cost $208.87 Unrealized +4.3%
PEP PEPSICO INC 0.0%
Value ($000) $280 Shares 1,538 Est. Cost $117.44 Unrealized +35.1%
CLAR CLARUS CORP NEW 0.0%
Value ($000) $279 Shares 29,553 Est. Cost $6.30 Unrealized +40.4%
ZTS ZOETIS INC 0.0%
Value ($000) $278 Shares 1,672 Est. Cost $105.88 Unrealized +50.2%
HD HOME DEPOT INC 0.0%
Value ($000) $254 Shares 860 Est. Cost $223.64 Unrealized +27.3%
PFE PFIZER INC 0.0%
Value ($000) $246 Shares 6,040 Est. Cost $22.50 Unrealized +62.4%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $245 Shares 1,879 Est. Cost $106.77 Unrealized +20.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $225 Shares 6,010 Est. Cost $23.04 Unrealized +75.7%
CRD/A CRAWFORD & CO 0.0%
Value ($000) $213 Shares 25,500 Est. Cost $7.89 Unrealized -23.8%
WHG WESTWOOD HLDGS GROUP INC 0.0%
Value ($000) $114 Shares 10,159 Est. Cost $12.05 Unrealized +2.1%
CRWS CROWN CRAFTS INC 0.0%
Value ($000) $72 Shares 12,500 Est. Cost $3.33 Unrealized +36.2%