Wallace Capital Management Inc. Diversified Active

CIK: 0001459754 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $731,827 (100.0% shares, 0.0% debt)

Holdings (81)

WTM WHITE MTNS INS GROUP LTD 21.3%
Value ($000) $155,913 Shares 80,158 Est. Cost $797.64 Unrealized +136.9%
GHC GRAHAM HLDGS CO 19.7%
Value ($000) $144,109 Shares 165,278 Est. Cost $444.27 Unrealized +95.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 18.9%
Value ($000) $138,052 Shares 304,563 Est. Cost $140.12 Unrealized +229.5%
L LOEWS CORP 3.1%
Value ($000) $22,824 Shares 269,504 Est. Cost $40.51 Unrealized +102.8%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $19,284 Shares 133,340 Est. Cost $87.51 Unrealized +70.9%
RSG REPUBLIC SVCS INC 2.6%
Value ($000) $19,093 Shares 94,906 Est. Cost $27.33 Unrealized +647.6%
SUNRISE COMMUNICATIONS AG 2.6%
Value ($000) $19,012 Shares 441,313 Est. Cost $43.08 Unrealized
LBTYA LIBERTY GLOBAL LTD 2.3%
Value ($000) $16,938 Shares 1,327,467 Est. Cost $8.44 Unrealized +40.2%
UNILEVER PLC 2.2%
Value ($000) $16,238 Shares 286,379 Est. Cost $52.36 Unrealized
CNX CNX RES CORP 2.2%
Value ($000) $15,804 Shares 430,978 Est. Cost $20.34 Unrealized +81.1%
CABO CABLE ONE INC 2.1%
Value ($000) $15,417 Shares 42,574 Est. Cost $483.88 Unrealized -23.8%
POST POST HLDGS INC 2.0%
Value ($000) $14,805 Shares 129,346 Est. Cost $64.62 Unrealized +76.3%
TAP MOLSON COORS BEVERAGE CO 1.7%
Value ($000) $12,709 Shares 221,718 Est. Cost $54.71 Unrealized +2.3%
AMG AFFILIATED MANAGERS GROUP IN 1.7%
Value ($000) $12,571 Shares 67,979 Est. Cost $82.79 Unrealized +125.3%
LBTYK LIBERTY GLOBAL LTD 1.6%
Value ($000) $11,672 Shares 888,283 Est. Cost $9.07 Unrealized +36.2%
JOUT JOHNSON OUTDOORS INC 1.4%
Value ($000) $10,172 Shares 308,233 Est. Cost $59.50 Unrealized -42.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $9,533 Shares 14 Est. Cost $193607.61 Unrealized +257.7%
LBRDK LIBERTY BROADBAND CORP 1.1%
Value ($000) $7,768 Shares 103,912 Est. Cost $125.50 Unrealized -37.8%
MHK MOHAWK INDS INC 1.0%
Value ($000) $7,027 Shares 58,982 Est. Cost $126.90 Unrealized +10.2%
TRIP TRIPADVISOR INC 0.8%
Value ($000) $6,137 Shares 415,511 Est. Cost $22.84 Unrealized -36.0%
KO COCA COLA CO 0.7%
Value ($000) $4,863 Shares 78,100 Est. Cost $27.82 Unrealized +126.8%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,578 Shares 27,305 Est. Cost $74.24 Unrealized +123.2%
MCY MERCURY GENL CORP NEW 0.5%
Value ($000) $3,805 Shares 57,236 Est. Cost $44.35 Unrealized +58.6%
NPK NATIONAL PRESTO INDS INC 0.4%
Value ($000) $3,095 Shares 31,447 Est. Cost $80.25 Unrealized +0.2%
AAPL APPLE INC 0.4%
Value ($000) $3,082 Shares 12,309 Est. Cost $134.37 Unrealized +74.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $2,215 Shares 37,081 Est. Cost $26.08 Unrealized +143.9%
MRK MERCK & CO INC 0.3%
Value ($000) $1,882 Shares 18,920 Est. Cost $30.55 Unrealized +223.1%
HSY HERSHEY CO 0.2%
Value ($000) $1,824 Shares 10,770 Est. Cost $70.54 Unrealized +145.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,722 Shares 2,938 Est. Cost $487.90 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $1,633 Shares 10,054 Est. Cost $65.02 Unrealized +142.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,604 Shares 8,420 Est. Cost $118.10 Unrealized +48.7%
SIRI SIRIUSXM HOLDINGS INC 0.2%
Value ($000) $1,518 Shares 66,589 Est. Cost $31.06 Unrealized -17.9%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,375 Shares 3,262 Est. Cost $329.60 Unrealized +28.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,331 Shares 2,528 Est. Cost $311.44 Unrealized +65.3%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,192 Shares 8,229 Est. Cost $139.01 Unrealized +4.7%
V VISA INC 0.2%
Value ($000) $1,153 Shares 3,647 Est. Cost $218.42 Unrealized +36.6%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,140 Shares 12,540 Est. Cost $47.12 Unrealized +97.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,072 Shares 2,119 Est. Cost $464.88 Unrealized +18.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,034 Shares 9,616 Est. Cost $86.44 Unrealized +30.0%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $938 Shares 13,778 Est. Cost $32.10 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $928 Shares 30,224 Est. Cost $49.04 Unrealized -37.5%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $888 Shares 1,647 Est. Cost $442.19 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $776 Shares 1,005 Est. Cost $239.09 Unrealized +243.4%
HLN HALEON PLC 0.1%
Value ($000) $722 Shares 75,648 Est. Cost $6.09 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $679 Shares 6,000 Est. Cost $101.46 Unrealized +11.7%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $656 Shares 2,188 Est. Cost $169.95 Unrealized +83.1%
ZTS ZOETIS INC 0.1%
Value ($000) $631 Shares 3,872 Est. Cost $144.69 Unrealized +21.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $620 Shares 3,277 Est. Cost $126.14 Unrealized +38.1%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $598 Shares 2,495 Est. Cost $142.54 Unrealized +60.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $577 Shares 9,050 Est. Cost $45.06 Unrealized +42.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $563 Shares 1,600 Est. Cost $282.37 Unrealized +25.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $524 Shares 1,790 Est. Cost $97.00 Unrealized +196.8%
ENB ENBRIDGE INC 0.1%
Value ($000) $513 Shares 12,096 Est. Cost $31.54 Unrealized +24.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $470 Shares 3,904 Est. Cost $61.17 Unrealized +97.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $454 Shares 1,568 Est. Cost $123.06 Unrealized +135.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $416 Shares 1,960 Est. Cost $79.33 Unrealized +174.5%
PEP PEPSICO INC 0.1%
Value ($000) $385 Shares 2,531 Est. Cost $134.85 Unrealized +16.1%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $344 Shares 4,630 Est. Cost $47.28 Unrealized +64.0%
ABBV ABBVIE INC 0.0%
Value ($000) $317 Shares 1,786 Est. Cost $164.04 Unrealized +8.1%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $297 Shares 1,240 Est. Cost $171.97 Unrealized +34.9%
META META PLATFORMS INC 0.0%
Value ($000) $293 Shares 500 Est. Cost $443.21 Unrealized +31.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $264 Shares 461 Est. Cost $483.41 Unrealized +12.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $263 Shares 505 Est. Cost $544.10 Unrealized +0.6%
TOST TOAST INC 0.0%
Value ($000) $259 Shares 7,092 Est. Cost $25.34 Unrealized +38.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $238 Shares 48 Est. Cost $3794.03 Unrealized +25.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $235 Shares 2,135 Est. Cost $111.51 Unrealized -1.4%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $229 Shares 900 Est. Cost $227.01 Unrealized +15.0%
NKE NIKE INC 0.0%
Value ($000) $227 Shares 3,000 Est. Cost $111.33 Unrealized -31.3%
KKR KKR & CO INC 0.0%
Value ($000) $224 Shares 1,513 Est. Cost $145.82 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $223 Shares 8,412 Est. Cost $24.72 Unrealized +1.6%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $222 Shares 3,200 Est. Cost $64.05 Unrealized +8.3%
KELLANOVA 0.0%
Value ($000) $216 Shares 2,668 Est. Cost $68.41 Unrealized +14.3%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $215 Shares 4,500 Est. Cost $47.90 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $211 Shares 4,794 Est. Cost $42.83 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $206 Shares 3,650 Est. Cost $52.58 Unrealized 0.0%
SRG SERITAGE GROWTH PPTYS 0.0%
Value ($000) $206 Shares 50,072 Est. Cost $35.14 Unrealized -87.7%
CNH CNH INDL N V 0.0%
Value ($000) $170 Shares 15,000 Est. Cost $10.84 Unrealized +3.0%
OGN ORGANON & CO 0.0%
Value ($000) $153 Shares 10,260 Est. Cost $15.75 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $115 Shares 13,500 Est. Cost $8.87 Unrealized
CLAR CLARUS CORP NEW 0.0%
Value ($000) $110 Shares 24,456 Est. Cost $6.30 Unrealized -31.0%
CRWS CROWN CRAFTS INC 0.0%
Value ($000) $56 Shares 12,500 Est. Cost $3.33 Unrealized +23.3%