Wallace Capital Management Inc. Diversified Active

CIK: 0001459754 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $733,075 (100.0% shares, 0.0% debt)

Holdings (77)

WTM WHITE MTNS INS GROUP LTD 20.1%
Value ($000) $147,270 Shares 82,077 Est. Cost $785.28 Unrealized +113.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 18.3%
Value ($000) $134,498 Shares 319,837 Est. Cost $140.12 Unrealized +180.7%
GHC GRAHAM HLDGS CO 17.8%
Value ($000) $130,744 Shares 170,311 Est. Cost $444.27 Unrealized +58.4%
L LOEWS CORP 3.1%
Value ($000) $22,985 Shares 293,583 Est. Cost $40.51 Unrealized +81.5%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $22,552 Shares 142,560 Est. Cost $87.51 Unrealized +71.7%
LBTYA LIBERTY GLOBAL LTD 2.7%
Value ($000) $20,008 Shares 1,182,513 Est. Cost $8.40 Unrealized +11.9%
LBTYK LIBERTY GLOBAL LTD 2.6%
Value ($000) $19,102 Shares 1,082,905 Est. Cost $9.07 Unrealized +11.1%
RSG REPUBLIC SVCS INC 2.6%
Value ($000) $18,858 Shares 98,505 Est. Cost $27.33 Unrealized +535.2%
CABO CABLE ONE INC 2.5%
Value ($000) $18,672 Shares 44,129 Est. Cost $493.19 Unrealized -3.8%
TRIP TRIPADVISOR INC 2.2%
Value ($000) $16,144 Shares 580,912 Est. Cost $22.84 Unrealized +6.3%
JOUT JOHNSON OUTDOORS INC 2.2%
Value ($000) $15,852 Shares 343,786 Est. Cost $62.06 Unrealized -26.0%
GIS GENERAL MLS INC 2.1%
Value ($000) $15,103 Shares 215,845 Est. Cost $36.77 Unrealized +64.8%
POST POST HLDGS INC 2.0%
Value ($000) $14,399 Shares 135,481 Est. Cost $64.62 Unrealized +55.1%
UNILEVER PLC 2.0%
Value ($000) $14,375 Shares 286,414 Est. Cost $52.20 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 1.6%
Value ($000) $11,774 Shares 70,306 Est. Cost $82.79 Unrealized +87.7%
CNX CNX RES CORP 1.5%
Value ($000) $10,728 Shares 452,272 Est. Cost $20.34 Unrealized +2.1%
EQUITY COMWLTH 1.4%
Value ($000) $10,314 Shares 546,310 Est. Cost $26.05 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $9,517 Shares 15 Est. Cost $193607.61 Unrealized +206.7%
MHK MOHAWK INDS INC 1.0%
Value ($000) $7,318 Shares 55,911 Est. Cost $125.70 Unrealized -10.6%
LBRDK LIBERTY BROADBAND CORP 0.9%
Value ($000) $6,405 Shares 111,921 Est. Cost $125.50 Unrealized -50.7%
KO COCA COLA CO 0.7%
Value ($000) $5,235 Shares 85,574 Est. Cost $27.82 Unrealized +103.8%
SNY SANOFI 0.7%
Value ($000) $5,187 Shares 106,734 Est. Cost $47.62 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $4,010 Shares 24,713 Est. Cost $65.29 Unrealized +129.6%
GSK GSK PLC 0.4%
Value ($000) $3,213 Shares 74,944 Est. Cost $29.43 Unrealized
MCY MERCURY GENL CORP NEW 0.4%
Value ($000) $3,100 Shares 60,073 Est. Cost $44.35 Unrealized -0.5%
NPK NATIONAL PRESTO INDS INC 0.4%
Value ($000) $3,066 Shares 36,586 Est. Cost $80.35 Unrealized -1.6%
DRIL-QUIP INC 0.4%
Value ($000) $2,887 Shares 128,138 Est. Cost $30.27 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $2,576 Shares 19,525 Est. Cost $30.55 Unrealized +279.0%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $2,537 Shares 36,242 Est. Cost $25.26 Unrealized +172.8%
AAPL APPLE INC 0.3%
Value ($000) $2,139 Shares 12,471 Est. Cost $131.70 Unrealized +36.9%
HSY HERSHEY CO 0.3%
Value ($000) $2,057 Shares 10,575 Est. Cost $68.89 Unrealized +164.3%
CLX CLOROX CO DEL 0.3%
Value ($000) $2,017 Shares 13,174 Est. Cost $64.11 Unrealized +118.6%
LIBERTY MEDIA CORP DEL 0.3%
Value ($000) $2,006 Shares 67,535 Est. Cost $25.46 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,393 Shares 2,664 Est. Cost $478.51 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,288 Shares 8,164 Est. Cost $139.01 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,206 Shares 7,920 Est. Cost $114.89 Unrealized +24.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,183 Shares 13,140 Est. Cost $46.64 Unrealized +74.4%
ITIC INVESTORS TITLE CO NC 0.2%
Value ($000) $1,163 Shares 7,127 Est. Cost $138.90 Unrealized +15.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,132 Shares 2,350 Est. Cost $299.51 Unrealized +51.1%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,112 Shares 2,642 Est. Cost $307.21 Unrealized +30.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,039 Shares 2,100 Est. Cost $464.88 Unrealized +5.2%
V VISA INC 0.1%
Value ($000) $1,024 Shares 3,669 Est. Cost $218.42 Unrealized +24.7%
LLY ELI LILLY & CO 0.1%
Value ($000) $957 Shares 1,230 Est. Cost $175.87 Unrealized +299.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $906 Shares 1,884 Est. Cost $436.80 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $882 Shares 23,908 Est. Cost $53.79 Unrealized -39.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $832 Shares 7,157 Est. Cost $78.41 Unrealized +25.1%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $740 Shares 16,881 Est. Cost $32.10 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $740 Shares 4,100 Est. Cost $114.20 Unrealized +46.2%
HLN HALEON PLC 0.1%
Value ($000) $691 Shares 81,415 Est. Cost $6.09 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $682 Shares 6,000 Est. Cost $101.46 Unrealized +9.2%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $633 Shares 3,188 Est. Cost $169.95 Unrealized +7.6%
ZTS ZOETIS INC 0.1%
Value ($000) $621 Shares 3,672 Est. Cost $143.17 Unrealized +28.1%
SRG SERITAGE GROWTH PPTYS 0.1%
Value ($000) $596 Shares 61,787 Est. Cost $35.14 Unrealized -73.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $520 Shares 1,500 Est. Cost $279.68 Unrealized +26.8%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $501 Shares 16,862 Est. Cost $25.45 Unrealized
IT GARTNER INC 0.1%
Value ($000) $477 Shares 1,000 Est. Cost $325.62 Unrealized +41.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $455 Shares 1,613 Est. Cost $123.06 Unrealized +125.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $447 Shares 1,790 Est. Cost $97.00 Unrealized +141.5%
ENB ENBRIDGE INC 0.1%
Value ($000) $438 Shares 12,096 Est. Cost $31.54 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $404 Shares 1,960 Est. Cost $79.33 Unrealized +143.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $383 Shares 2,540 Est. Cost $114.24 Unrealized +24.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $377 Shares 1,881 Est. Cost $121.06 Unrealized +43.4%
PEP PEPSICO INC 0.1%
Value ($000) $373 Shares 2,131 Est. Cost $130.20 Unrealized +20.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $362 Shares 3,954 Est. Cost $61.17 Unrealized +38.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $305 Shares 5,268 Est. Cost $23.04 Unrealized +117.6%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $302 Shares 5,280 Est. Cost $47.28 Unrealized +30.7%
NKE NIKE INC 0.0%
Value ($000) $282 Shares 3,000 Est. Cost $111.33 Unrealized -12.1%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $269 Shares 5,352 Est. Cost $47.90 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $263 Shares 9,490 Est. Cost $24.65 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $248 Shares 1,201 Est. Cost $170.60 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $243 Shares 500 Est. Cost $443.21 Unrealized 0.0%
CRD/A CRAWFORD & CO 0.0%
Value ($000) $240 Shares 25,500 Est. Cost $7.89 Unrealized +37.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $221 Shares 380 Est. Cost $533.97 Unrealized +4.4%
CLAR CLARUS CORP NEW 0.0%
Value ($000) $199 Shares 29,553 Est. Cost $6.30 Unrealized -6.7%
WHG WESTWOOD HLDGS GROUP INC 0.0%
Value ($000) $125 Shares 10,159 Est. Cost $12.05 Unrealized -0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $111 Shares 12,500 Est. Cost $8.90 Unrealized
CRWS CROWN CRAFTS INC 0.0%
Value ($000) $64 Shares 12,500 Est. Cost $3.33 Unrealized +34.8%