Wallace Capital Management Inc. Diversified Active

CIK: 0001459754 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $780,978 (100.0% shares, 0.0% debt)

Holdings (83)

GHC GRAHAM HLDGS CO 20.3%
Value ($000) $158,339 Shares 164,789 Est. Cost $444.27 Unrealized +107.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 20.0%
Value ($000) $156,355 Shares 293,581 Est. Cost $140.12 Unrealized +247.0%
WTM WHITE MTNS INS GROUP LTD 19.7%
Value ($000) $153,932 Shares 79,931 Est. Cost $797.64 Unrealized +136.0%
L LOEWS CORP 3.1%
Value ($000) $24,580 Shares 267,432 Est. Cost $40.51 Unrealized +110.7%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $22,724 Shares 137,025 Est. Cost $89.26 Unrealized +70.8%
RSG REPUBLIC SVCS INC 2.9%
Value ($000) $22,593 Shares 93,297 Est. Cost $27.33 Unrealized +711.9%
TAP MOLSON COORS BEVERAGE CO 2.8%
Value ($000) $21,912 Shares 359,988 Est. Cost $55.09 Unrealized +1.1%
SUNRISE COMMUNICATIONS AG 2.6%
Value ($000) $20,340 Shares 421,200 Est. Cost $43.08 Unrealized
UNILEVER PLC 2.2%
Value ($000) $16,982 Shares 285,180 Est. Cost $52.36 Unrealized
LBTYA LIBERTY GLOBAL LTD 2.1%
Value ($000) $16,024 Shares 1,392,172 Est. Cost $8.59 Unrealized +35.4%
POST POST HLDGS INC 1.9%
Value ($000) $15,000 Shares 128,911 Est. Cost $64.62 Unrealized +71.7%
CNX CNX RES CORP 1.7%
Value ($000) $13,434 Shares 426,733 Est. Cost $20.34 Unrealized +48.1%
SEB SEABOARD CORP DEL 1.5%
Value ($000) $11,670 Shares 4,327 Est. Cost $2623.71 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP IN 1.5%
Value ($000) $11,341 Shares 67,495 Est. Cost $82.79 Unrealized +110.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $11,178 Shares 14 Est. Cost $193607.61 Unrealized +276.7%
CABO CABLE ONE INC 1.3%
Value ($000) $10,534 Shares 39,636 Est. Cost $483.88 Unrealized -39.9%
MHK MOHAWK INDS INC 1.3%
Value ($000) $9,956 Shares 87,195 Est. Cost $124.42 Unrealized -4.2%
LBTYK LIBERTY GLOBAL LTD 1.3%
Value ($000) $9,936 Shares 830,048 Est. Cost $9.07 Unrealized +32.7%
LBRDK LIBERTY BROADBAND CORP 1.1%
Value ($000) $8,560 Shares 100,648 Est. Cost $125.50 Unrealized -40.0%
JOUT JOHNSON OUTDOORS INC 1.0%
Value ($000) $7,599 Shares 305,924 Est. Cost $59.50 Unrealized -51.0%
KO COCA COLA CO 0.7%
Value ($000) $5,262 Shares 73,475 Est. Cost $27.82 Unrealized +133.5%
TRIP TRIPADVISOR INC 0.6%
Value ($000) $4,946 Shares 349,082 Est. Cost $22.84 Unrealized -31.4%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $4,620 Shares 27,109 Est. Cost $74.24 Unrealized +120.8%
AAPL APPLE INC 0.5%
Value ($000) $3,749 Shares 16,877 Est. Cost $160.46 Unrealized +43.8%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $2,409 Shares 35,502 Est. Cost $26.08 Unrealized +129.1%
NPK NATIONAL PRESTO INDS INC 0.2%
Value ($000) $1,933 Shares 21,987 Est. Cost $80.25 Unrealized +18.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,876 Shares 3,353 Est. Cost $496.75 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $1,771 Shares 10,355 Est. Cost $70.54 Unrealized +125.8%
MRK MERCK & CO INC 0.2%
Value ($000) $1,694 Shares 18,875 Est. Cost $30.55 Unrealized +195.0%
SIRI SIRIUSXM HOLDINGS INC 0.2%
Value ($000) $1,483 Shares 65,788 Est. Cost $31.06 Unrealized -24.2%
CLX CLOROX CO DEL 0.2%
Value ($000) $1,480 Shares 10,054 Est. Cost $65.02 Unrealized +127.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,386 Shares 2,528 Est. Cost $311.44 Unrealized +74.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,377 Shares 8,229 Est. Cost $139.01 Unrealized +8.2%
GOOG ALPHABET INC 0.2%
Value ($000) $1,292 Shares 8,270 Est. Cost $118.10 Unrealized +54.5%
V VISA INC 0.2%
Value ($000) $1,278 Shares 3,647 Est. Cost $218.42 Unrealized +54.0%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,225 Shares 3,262 Est. Cost $329.60 Unrealized +22.9%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,175 Shares 12,540 Est. Cost $47.12 Unrealized +86.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,146 Shares 9,636 Est. Cost $86.44 Unrealized +24.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,110 Shares 2,119 Est. Cost $464.88 Unrealized +7.4%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $975 Shares 32,038 Est. Cost $47.87 Unrealized -40.8%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $920 Shares 13,505 Est. Cost $32.10 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $846 Shares 1,646 Est. Cost $442.19 Unrealized
HLN HALEON PLC 0.1%
Value ($000) $754 Shares 73,288 Est. Cost $6.09 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $638 Shares 3,872 Est. Cost $144.69 Unrealized +13.7%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $609 Shares 2,483 Est. Cost $142.54 Unrealized +76.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $605 Shares 3,811 Est. Cost $61.17 Unrealized +123.9%
ABT ABBOTT LABS 0.1%
Value ($000) $597 Shares 4,500 Est. Cost $101.46 Unrealized +23.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $592 Shares 9,900 Est. Cost $46.17 Unrealized +25.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $553 Shares 670 Est. Cost $239.09 Unrealized +245.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $547 Shares 1,790 Est. Cost $97.00 Unrealized +204.5%
PIPR PIPER SANDLER COMPANIES 0.1%
Value ($000) $542 Shares 2,188 Est. Cost $169.95 Unrealized +68.5%
ENB ENBRIDGE INC 0.1%
Value ($000) $536 Shares 12,096 Est. Cost $31.54 Unrealized +31.2%
GOOGL ALPHABET INC 0.1%
Value ($000) $491 Shares 3,177 Est. Cost $126.14 Unrealized +43.3%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $478 Shares 1,960 Est. Cost $79.33 Unrealized +181.6%
PEP PEPSICO INC 0.1%
Value ($000) $439 Shares 2,931 Est. Cost $136.02 Unrealized +5.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $428 Shares 1,369 Est. Cost $123.06 Unrealized +138.0%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $394 Shares 4,630 Est. Cost $47.28 Unrealized +58.2%
ABBV ABBVIE INC 0.0%
Value ($000) $375 Shares 1,789 Est. Cost $164.04 Unrealized +15.5%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $352 Shares 6,928 Est. Cost $48.93 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $351 Shares 1,240 Est. Cost $171.97 Unrealized +42.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $271 Shares 2,285 Est. Cost $111.03 Unrealized -6.0%
META META PLATFORMS INC 0.0%
Value ($000) $259 Shares 450 Est. Cost $443.21 Unrealized +45.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $251 Shares 505 Est. Cost $544.10 Unrealized -0.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $249 Shares 456 Est. Cost $483.41 Unrealized +22.2%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $236 Shares 911 Est. Cost $258.62 Unrealized
TOST TOAST INC 0.0%
Value ($000) $235 Shares 7,092 Est. Cost $25.34 Unrealized +47.8%
PFE PFIZER INC 0.0%
Value ($000) $226 Shares 8,912 Est. Cost $24.72 Unrealized -0.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $223 Shares 3,650 Est. Cost $52.58 Unrealized +5.5%
BAC BANK AMERICA CORP 0.0%
Value ($000) $221 Shares 5,305 Est. Cost $42.90 Unrealized +1.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $221 Shares 48 Est. Cost $3794.03 Unrealized +25.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $220 Shares 1,550 Est. Cost $129.79 Unrealized 0.0%
KELLANOVA 0.0%
Value ($000) $220 Shares 2,668 Est. Cost $68.41 Unrealized +17.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $219 Shares 3,650 Est. Cost $51.03 Unrealized 0.0%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $214 Shares 900 Est. Cost $227.01 Unrealized +9.1%
SYY SYSCO CORP 0.0%
Value ($000) $212 Shares 2,830 Est. Cost $71.30 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $210 Shares 3,200 Est. Cost $64.05 Unrealized +5.7%
IVV ISHARES TR 0.0%
Value ($000) $207 Shares 368 Est. Cost $562.61 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $201 Shares 644 Est. Cost $287.24 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $187 Shares 20,000 Est. Cost $9.03 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $184 Shares 15,000 Est. Cost $10.84 Unrealized +13.6%
OGN ORGANON & CO 0.0%
Value ($000) $149 Shares 10,039 Est. Cost $15.75 Unrealized -4.0%
CLAR CLARUS CORP NEW 0.0%
Value ($000) $92 Shares 24,456 Est. Cost $6.30 Unrealized -30.8%
CRWS CROWN CRAFTS INC 0.0%
Value ($000) $46 Shares 12,500 Est. Cost $3.33 Unrealized +14.5%