Wallace Capital Management Inc. Diversified Active

CIK: 0001459754 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $672,522 (100.0% shares, 0.0% debt)

Holdings (76)

WTM WHITE MTNS INS GROUP LTD 18.8%
Value ($000) $126,657 Shares 84,157 Est. Cost $785.28 Unrealized +89.3%
GHC GRAHAM HLDGS CO 18.0%
Value ($000) $121,219 Shares 174,035 Est. Cost $444.27 Unrealized +37.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 17.3%
Value ($000) $116,098 Shares 325,515 Est. Cost $140.12 Unrealized +150.5%
CABO CABLE ONE INC 3.7%
Value ($000) $24,643 Shares 44,275 Est. Cost $493.19 Unrealized +10.8%
LBTYK LIBERTY GLOBAL LTD 3.1%
Value ($000) $20,929 Shares 1,122,790 Est. Cost $9.07 Unrealized 0.0%
L LOEWS CORP 3.1%
Value ($000) $20,744 Shares 298,089 Est. Cost $40.51 Unrealized +63.0%
LBTYA LIBERTY GLOBAL LTD 3.0%
Value ($000) $19,900 Shares 1,119,863 Est. Cost $8.35 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $19,530 Shares 124,599 Est. Cost $78.47 Unrealized +83.0%
RSG REPUBLIC SVCS INC 2.5%
Value ($000) $16,576 Shares 100,517 Est. Cost $27.33 Unrealized +453.7%
JOUT JOHNSON OUTDOORS INC 2.3%
Value ($000) $15,157 Shares 283,725 Est. Cost $65.47 Unrealized -21.8%
GIS GENERAL MLS INC 2.0%
Value ($000) $13,568 Shares 208,283 Est. Cost $35.90 Unrealized +65.8%
TRIP TRIPADVISOR INC 1.9%
Value ($000) $12,690 Shares 589,402 Est. Cost $22.84 Unrealized -23.2%
POST POST HLDGS INC 1.8%
Value ($000) $12,118 Shares 137,616 Est. Cost $64.62 Unrealized +31.3%
AMG AFFILIATED MANAGERS GROUP IN 1.6%
Value ($000) $10,835 Shares 71,558 Est. Cost $82.79 Unrealized +62.2%
EQUITY COMWLTH 1.6%
Value ($000) $10,809 Shares 562,990 Est. Cost $26.05 Unrealized
UNILEVER PLC 1.6%
Value ($000) $10,534 Shares 217,293 Est. Cost $52.84 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.4%
Value ($000) $9,214 Shares 114,334 Est. Cost $125.50 Unrealized -37.4%
CNX CNX RES CORP 1.3%
Value ($000) $9,039 Shares 451,927 Est. Cost $20.34 Unrealized +4.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $8,139 Shares 15 Est. Cost $193607.61 Unrealized +175.7%
BRBR BELLRING BRANDS INC 1.0%
Value ($000) $6,680 Shares 120,508 Est. Cost $25.08 Unrealized +92.2%
MHK MOHAWK INDS INC 0.9%
Value ($000) $6,048 Shares 58,436 Est. Cost $125.70 Unrealized -30.4%
SNY SANOFI 0.8%
Value ($000) $5,625 Shares 113,106 Est. Cost $47.62 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $5,036 Shares 85,451 Est. Cost $27.82 Unrealized +91.5%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $3,313 Shares 22,611 Est. Cost $57.42 Unrealized +144.9%
DRIL-QUIP INC 0.5%
Value ($000) $3,042 Shares 130,718 Est. Cost $30.27 Unrealized
NPK NATIONAL PRESTO INDS INC 0.4%
Value ($000) $2,914 Shares 36,302 Est. Cost $80.35 Unrealized -4.4%
GSK GSK PLC 0.4%
Value ($000) $2,883 Shares 77,795 Est. Cost $29.43 Unrealized
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $2,552 Shares 35,230 Est. Cost $24.00 Unrealized +167.9%
AAPL APPLE INC 0.4%
Value ($000) $2,459 Shares 12,771 Est. Cost $131.70 Unrealized +38.8%
MCY MERCURY GENL CORP NEW 0.3%
Value ($000) $2,289 Shares 61,357 Est. Cost $44.35 Unrealized -21.8%
MRK MERCK & CO INC 0.3%
Value ($000) $2,128 Shares 19,521 Est. Cost $30.55 Unrealized +216.9%
LIBERTY MEDIA CORP DEL 0.3%
Value ($000) $2,038 Shares 70,829 Est. Cost $25.46 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $1,925 Shares 10,325 Est. Cost $66.15 Unrealized +168.6%
CLX CLOROX CO DEL 0.3%
Value ($000) $1,782 Shares 12,499 Est. Cost $60.00 Unrealized +106.7%
ITIC INVESTORS TITLE CO NC 0.2%
Value ($000) $1,207 Shares 7,441 Est. Cost $138.90 Unrealized +7.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,182 Shares 2,486 Est. Cost $475.32 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,116 Shares 7,920 Est. Cost $114.89 Unrealized +17.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,106 Shares 2,100 Est. Cost $464.88 Unrealized +10.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,002 Shares 2,350 Est. Cost $299.51 Unrealized +32.6%
MSFT MICROSOFT CORP 0.1%
Value ($000) $1,001 Shares 2,662 Est. Cost $307.21 Unrealized +14.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,000 Shares 12,540 Est. Cost $44.98 Unrealized +59.5%
V VISA INC 0.1%
Value ($000) $955 Shares 3,669 Est. Cost $218.42 Unrealized +11.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $823 Shares 1,884 Est. Cost $436.80 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $811 Shares 1,392 Est. Cost $175.87 Unrealized +227.0%
HLN HALEON PLC 0.1%
Value ($000) $725 Shares 88,072 Est. Cost $6.09 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $725 Shares 3,672 Est. Cost $143.17 Unrealized +20.7%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $679 Shares 1,280 Est. Cost $533.97 Unrealized -10.0%
ABT ABBOTT LABS 0.1%
Value ($000) $665 Shares 6,042 Est. Cost $101.46 Unrealized -5.3%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $662 Shares 17,703 Est. Cost $32.10 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $623 Shares 4,100 Est. Cost $114.20 Unrealized +22.8%
SRG SERITAGE GROWTH PPTYS 0.1%
Value ($000) $581 Shares 62,144 Est. Cost $35.14 Unrealized -76.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $566 Shares 5,657 Est. Cost $73.19 Unrealized +33.3%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $557 Shares 3,188 Est. Cost $169.95 Unrealized -10.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $547 Shares 1,845 Est. Cost $123.06 Unrealized +110.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $526 Shares 1,500 Est. Cost $279.68 Unrealized +11.8%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $524 Shares 18,222 Est. Cost $25.45 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $463 Shares 12,533 Est. Cost $72.84 Unrealized -58.3%
IT GARTNER INC 0.1%
Value ($000) $451 Shares 1,000 Est. Cost $325.62 Unrealized +22.7%
ADBE ADOBE INC 0.1%
Value ($000) $418 Shares 700 Est. Cost $402.84 Unrealized +43.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $417 Shares 1,790 Est. Cost $97.00 Unrealized +128.9%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $397 Shares 4,919 Est. Cost $46.22 Unrealized +70.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $371 Shares 1,960 Est. Cost $79.33 Unrealized +135.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $355 Shares 2,540 Est. Cost $114.24 Unrealized +16.7%
CRD/A CRAWFORD & CO 0.0%
Value ($000) $336 Shares 25,500 Est. Cost $7.89 Unrealized +25.0%
NKE NIKE INC 0.0%
Value ($000) $326 Shares 3,000 Est. Cost $111.33 Unrealized -7.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $294 Shares 3,129 Est. Cost $54.90 Unrealized +52.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $270 Shares 659 Est. Cost $409.52 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $259 Shares 5,268 Est. Cost $23.04 Unrealized +78.1%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $256 Shares 5,352 Est. Cost $47.90 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $252 Shares 1,479 Est. Cost $106.77 Unrealized +35.7%
PEP PEPSICO INC 0.0%
Value ($000) $246 Shares 1,448 Est. Cost $117.44 Unrealized +30.9%
ADSK AUTODESK INC 0.0%
Value ($000) $243 Shares 1,000 Est. Cost $199.96 Unrealized +8.0%
CLAR CLARUS CORP NEW 0.0%
Value ($000) $204 Shares 29,553 Est. Cost $6.30 Unrealized -11.4%
WHG WESTWOOD HLDGS GROUP INC 0.0%
Value ($000) $128 Shares 10,159 Est. Cost $12.05 Unrealized -12.2%
RES RPC INC 0.0%
Value ($000) $76 Shares 10,500 Est. Cost $4.31 Unrealized +70.0%
CRWS CROWN CRAFTS INC 0.0%
Value ($000) $62 Shares 12,500 Est. Cost $3.33 Unrealized +16.2%