Wallace Capital Management Inc. Portfolio Holdings

Wallace Capital Management Inc.

  • $732 Million
  • Q1 2025

Wallace Capital Management Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $732 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Graham Holdings CO with a value of $158M, Berkshire Hathaway Inc Class B with a value of $156M, White Mountains Insurance Group LTD with a value of $154M, Loews Corp with a value of $24.6M, and Johnson & Johnson with a value of $22.7M.

Examining the 13F form we can see an increase of $50.5M in the current position value, from $682M to 732M.

Wallace Capital Management Inc. is based out at Dallas, TX

Below you can find more details about Wallace Capital Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $732 Million
Financial Services: $363 Million
Consumer Defensive: $233 Million
Industrials: $36.9 Million
Healthcare: $29.5 Million
Consumer Cyclical: $23.3 Million
Communication Services: $21.7 Million
Energy: $16.5 Million
Technology: $5.42 Million
Other: $3.51 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $732 Million
  • Prior Value $682 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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