Wallace Capital Management Inc. Diversified Active

CIK: 0001459754 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $738,483 (100.0% shares, 0.0% debt)

Holdings (85)

BRK/B BERKSHIRE HATHAWAY INC DEL 19.7%
Value ($000) $145,393 Shares 315,893 Est. Cost $140.12 Unrealized +215.6%
WTM WHITE MTNS INS GROUP LTD 18.9%
Value ($000) $139,708 Shares 82,366 Est. Cost $797.64 Unrealized +118.6%
GHC GRAHAM HLDGS CO 18.6%
Value ($000) $137,650 Shares 167,514 Est. Cost $444.27 Unrealized +68.8%
LBTYA LIBERTY GLOBAL LTD 3.8%
Value ($000) $28,219 Shares 1,336,758 Est. Cost $8.44 Unrealized +17.8%
L LOEWS CORP 3.0%
Value ($000) $22,402 Shares 283,394 Est. Cost $40.51 Unrealized +92.9%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $22,088 Shares 136,296 Est. Cost $87.51 Unrealized +74.4%
LBTYK LIBERTY GLOBAL LTD 2.8%
Value ($000) $21,037 Shares 973,501 Est. Cost $9.07 Unrealized +14.0%
RSG REPUBLIC SVCS INC 2.7%
Value ($000) $19,706 Shares 98,116 Est. Cost $27.33 Unrealized +624.4%
UNILEVER PLC 2.6%
Value ($000) $19,297 Shares 297,066 Est. Cost $52.36 Unrealized
CABO CABLE ONE INC 2.2%
Value ($000) $16,344 Shares 46,724 Est. Cost $483.88 Unrealized -27.6%
POST POST HLDGS INC 2.1%
Value ($000) $15,221 Shares 131,501 Est. Cost $64.62 Unrealized +73.5%
CNX CNX RES CORP 1.9%
Value ($000) $14,294 Shares 438,862 Est. Cost $20.34 Unrealized +32.4%
JOUT JOHNSON OUTDOORS INC 1.8%
Value ($000) $13,406 Shares 370,329 Est. Cost $59.50 Unrealized -38.2%
AMG AFFILIATED MANAGERS GROUP IN 1.7%
Value ($000) $12,334 Shares 69,370 Est. Cost $82.79 Unrealized +105.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $10,368 Shares 15 Est. Cost $193607.61 Unrealized +242.9%
EQUITY COMWLTH 1.3%
Value ($000) $9,469 Shares 475,818 Est. Cost $26.05 Unrealized
MHK MOHAWK INDS INC 1.2%
Value ($000) $8,672 Shares 53,969 Est. Cost $125.70 Unrealized +14.5%
LBRDK LIBERTY BROADBAND CORP 1.1%
Value ($000) $8,273 Shares 107,032 Est. Cost $125.50 Unrealized -53.9%
TRIP TRIPADVISOR INC 1.1%
Value ($000) $7,880 Shares 543,799 Est. Cost $22.84 Unrealized -32.1%
KO COCA COLA CO 0.8%
Value ($000) $5,942 Shares 82,683 Est. Cost $27.82 Unrealized +136.0%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,415 Shares 25,493 Est. Cost $67.74 Unrealized +142.4%
MCY MERCURY GENL CORP NEW 0.5%
Value ($000) $3,749 Shares 59,523 Est. Cost $44.35 Unrealized +34.0%
TAP MOLSON COORS BEVERAGE CO 0.4%
Value ($000) $3,137 Shares 54,540 Est. Cost $50.92 Unrealized 0.0%
AAPL APPLE INC 0.4%
Value ($000) $2,886 Shares 12,388 Est. Cost $134.37 Unrealized +65.2%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $2,753 Shares 37,368 Est. Cost $26.08 Unrealized +157.6%
NPK NATIONAL PRESTO INDS INC 0.4%
Value ($000) $2,730 Shares 36,336 Est. Cost $80.25 Unrealized -7.0%
CLX CLOROX CO DEL 0.3%
Value ($000) $2,192 Shares 13,454 Est. Cost $65.02 Unrealized +117.2%
MRK MERCK & CO INC 0.3%
Value ($000) $2,177 Shares 19,166 Est. Cost $30.55 Unrealized +269.8%
HSY HERSHEY CO 0.3%
Value ($000) $2,047 Shares 10,675 Est. Cost $70.54 Unrealized +163.8%
SIRI SIRIUSXM HOLDINGS INC 0.2%
Value ($000) $1,657 Shares 70,044 Est. Cost $31.06 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,617 Shares 2,818 Est. Cost $483.72 Unrealized
ITIC INVESTORS TITLE CO NC 0.2%
Value ($000) $1,526 Shares 6,642 Est. Cost $138.90 Unrealized +51.2%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,425 Shares 3,312 Est. Cost $329.60 Unrealized +28.4%
GOOG ALPHABET INC 0.2%
Value ($000) $1,408 Shares 8,420 Est. Cost $118.10 Unrealized +42.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,380 Shares 13,290 Est. Cost $47.12 Unrealized +110.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,248 Shares 2,528 Est. Cost $311.44 Unrealized +48.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,239 Shares 2,119 Est. Cost $464.88 Unrealized +17.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,212 Shares 8,229 Est. Cost $139.01 Unrealized +0.7%
INVX INNOVEX INTERNATIONAL INC 0.2%
Value ($000) $1,177 Shares 80,161 Est. Cost $16.05 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,126 Shares 9,602 Est. Cost $86.44 Unrealized +27.3%
V VISA INC 0.1%
Value ($000) $1,003 Shares 3,647 Est. Cost $218.42 Unrealized +22.6%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,001 Shares 1,130 Est. Cost $239.09 Unrealized +272.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $954 Shares 1,807 Est. Cost $442.19 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $914 Shares 26,028 Est. Cost $52.01 Unrealized -38.8%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $905 Shares 3,188 Est. Cost $169.95 Unrealized +53.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $904 Shares 4,850 Est. Cost $124.94 Unrealized +46.0%
HLN HALEON PLC 0.1%
Value ($000) $846 Shares 79,952 Est. Cost $6.09 Unrealized
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $789 Shares 15,375 Est. Cost $32.10 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $757 Shares 3,872 Est. Cost $144.69 Unrealized +25.3%
ABT ABBOTT LABS 0.1%
Value ($000) $684 Shares 6,000 Est. Cost $101.46 Unrealized +5.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $566 Shares 1,600 Est. Cost $282.37 Unrealized +14.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $543 Shares 3,277 Est. Cost $126.14 Unrealized +32.2%
IT GARTNER INC 0.1%
Value ($000) $507 Shares 1,000 Est. Cost $325.62 Unrealized +47.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $495 Shares 1,790 Est. Cost $97.00 Unrealized +161.3%
ENB ENBRIDGE INC 0.1%
Value ($000) $491 Shares 12,096 Est. Cost $31.54 Unrealized +12.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $477 Shares 1,566 Est. Cost $123.06 Unrealized +116.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $474 Shares 3,904 Est. Cost $61.17 Unrealized +79.5%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $471 Shares 2,233 Est. Cost $132.52 Unrealized +54.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $465 Shares 6,302 Est. Cost $36.77 Unrealized +78.5%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $437 Shares 1,960 Est. Cost $79.33 Unrealized +173.5%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $406 Shares 5,280 Est. Cost $47.28 Unrealized +20.7%
PEP PEPSICO INC 0.1%
Value ($000) $396 Shares 2,331 Est. Cost $132.98 Unrealized +22.5%
ABBV ABBVIE INC 0.0%
Value ($000) $353 Shares 1,786 Est. Cost $164.04 Unrealized +8.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $315 Shares 1,240 Est. Cost $171.97 Unrealized +24.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $312 Shares 505 Est. Cost $544.10 Unrealized +8.3%
PFE PFIZER INC 0.0%
Value ($000) $304 Shares 10,512 Est. Cost $24.72 Unrealized +7.9%
META META PLATFORMS INC 0.0%
Value ($000) $286 Shares 500 Est. Cost $443.21 Unrealized +15.5%
SRG SERITAGE GROWTH PPTYS 0.0%
Value ($000) $280 Shares 60,257 Est. Cost $35.14 Unrealized -86.7%
CRD/A CRAWFORD & CO 0.0%
Value ($000) $280 Shares 25,500 Est. Cost $7.89 Unrealized +20.7%
NKE NIKE INC 0.0%
Value ($000) $265 Shares 3,000 Est. Cost $111.33 Unrealized -31.7%
SJM SMUCKER J M CO 0.0%
Value ($000) $246 Shares 2,035 Est. Cost $111.58 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $238 Shares 4,500 Est. Cost $47.90 Unrealized
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $219 Shares 900 Est. Cost $227.01 Unrealized 0.0%
KELLANOVA 0.0%
Value ($000) $215 Shares 2,668 Est. Cost $68.41 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $209 Shares 3,200 Est. Cost $64.05 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $208 Shares 644 Est. Cost $279.32 Unrealized +12.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $202 Shares 48 Est. Cost $3794.03 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $201 Shares 2,580 Est. Cost $72.12 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $201 Shares 406 Est. Cost $475.08 Unrealized 0.0%
TOST TOAST INC 0.0%
Value ($000) $201 Shares 7,092 Est. Cost $25.34 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $200 Shares 411 Est. Cost $487.77 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $167 Shares 15,000 Est. Cost $10.84 Unrealized -7.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $125 Shares 12,500 Est. Cost $8.90 Unrealized
CLAR CLARUS CORP NEW 0.0%
Value ($000) $110 Shares 24,456 Est. Cost $6.30 Unrealized -23.0%
CRWS CROWN CRAFTS INC 0.0%
Value ($000) $60 Shares 12,500 Est. Cost $3.33 Unrealized +26.7%