13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001459754
Total reported value
$912.1M
$912.1M
83 檔
56.6%
According to the latest 13F quarterly dataset, Wallace Capital Management Inc. managed an equity portfolio of $912.1M at the end of Q1 2025, spanning 83 distinct U.S. exchange-listed positions.
In Q1 2025, Wallace Capital Management Inc. displayed an active expansion posture, initiating 83 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GHC | Graham Holdings Co-class B | Stock-Industrials | 20.27% | +0.74% | -0.30% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 20.02% | +1.14% | -3.61% | |
| 3 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 19.71% | -1.68% | -0.28% | |
| 4 | L | Loews CORP | Stock-Financials | 3.15% | -0.12% | -0.77% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.91% | -0.39% | +2.76% | |
| 6 | RSG | Republic Services Inc | Stock-Industrials | 2.89% | -0.22% | -1.70% | |
| 7 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 2.81% | -0.36% | +62.36% | |
| 8 | SNREN | Sunrise Communicat-cl A | Stock-Other | 2.60% | — | -4.56% | |
| 9 | UL | Unilever PLC | Stock-Consumer Staples | 2.17% | — | -0.42% | |
| 10 | LBTYA | Liberty Global Ltd. | Stock-Other | 2.05% | -0.12% | +4.87% | |
| 11 | POST | Post Holdings Inc | Stock-Consumer Staples | 1.92% | +0.46% | -0.34% | |
| 12 | CNX | Cnx Resources CORP | Stock-Energy | 1.72% | -0.03% | -0.98% | |
| 13 | SEB | Seaboard CORP | Stock-Other | 1.49% | -1.44% | — | |
| 14 | AMG | Affiliated Managers Group | Stock-Financials | 1.45% | +0.16% | -0.71% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.43% | -0.82% | — | |
| 16 | CABO | Cable One Inc | Stock-Comm Services | 1.35% | -0.05% | -6.90% | |
| 17 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 1.27% | +0.49% | +47.83% | |
| 18 | LBTYA | Liberty Global Ltd. | Stock-Other | 1.27% | -0.10% | -6.56% | |
| 19 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.10% | -0.15% | -3.14% | |
| 20 | JOUT | Johnson Outdoors Inc-a | Stock-Other | 0.97% | -0.08% | -0.75% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | -0.10% | -5.92% | |
| 22 | TRIP | Tripadvisor Inc | Stock-Other | 0.63% | -0.03% | -15.99% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.02% | -0.72% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.05% | +37.11% | |
| 25 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.31% | -0.02% | -4.26% | |
| 26 | NPK | National Presto Inds Inc | Stock-Other | 0.25% | — | -30.08% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | -0.05% | +14.13% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.23% | -0.04% | -3.85% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.06% | -0.24% | |
| 30 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.19% | +0.03% | -1.20% | |
| 31 | CLX | Clorox Company | Stock-Consumer Staples | 0.19% | -0.02% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | — | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.18% | -0.01% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.10% | -1.78% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | +0.04% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | +0.02% | — | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.15% | — | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | +0.21% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.14% | +0.03% | — | |
| 40 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.12% | — | +6.00% | |
| 41 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.12% | — | -1.98% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -0.06% | |
| 43 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.10% | -0.01% | -3.12% | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.08% | +1.50% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | +0.05% | -0.48% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.08% | +0.04% | -2.38% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.08% | — | -25.00% | |
| 48 | GIS | General Mills Inc | Stock-Consumer Staples | 0.08% | +0.02% | +9.39% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.05% | -33.33% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GHC | Graham Holdings Co-class B | — | NEW | New buy |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 3 | WTM | White Mountains Insurance Group, Ltd. | — | NEW | New buy |
| 4 | L | Loews CORP | — | NEW | New buy |
| 5 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 6 | RSG | Republic Services Inc | — | NEW | New buy |
| 7 | TAP | Molson Coors Beverage Co - B | — | NEW | New buy |
| 8 | SNREN | Sunrise Communicat-cl A | — | NEW | New buy |
| 9 | UL | Unilever PLC | — | NEW | New buy |
| 10 | LBTYA | Liberty Global Ltd. | — | NEW | New buy |
| 11 | POST | Post Holdings Inc | — | NEW | New buy |
| 12 | CNX | Cnx Resources CORP | — | NEW | New buy |
| 13 | SEB | Seaboard CORP | — | NEW | New buy |
| 14 | AMG | Affiliated Managers Group | — | NEW | New buy |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 16 | CABO | Cable One Inc | — | NEW | New buy |
| 17 | MHK | Mohawk Industries Inc | — | NEW | New buy |
| 18 | LBTYA | Liberty Global Ltd. | — | NEW | New buy |
| 19 | LBRDK | Liberty Broadband-c | — | NEW | New buy |
| 20 | JOUT | Johnson Outdoors Inc-a | — | NEW | New buy |
| 21 | KO | Coca-cola Co/the | — | NEW | New buy |
| 22 | TRIP | Tripadvisor Inc | — | NEW | New buy |
| 23 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 24 | AAPL | Apple Inc | — | NEW | New buy |
| 25 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 26 | NPK | National Presto Inds Inc | — | NEW | New buy |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 28 | HSY | Hershey Co/the | — | NEW | New buy |
| 29 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 30 | SIRI | Sirius Xm Holdings Inc | — | NEW | New buy |
| 31 | CLX | Clorox Company | — | NEW | New buy |
| 32 | MA | Mastercard Inc - A | — | NEW | New buy |
| 33 | CVX | Chevron CORP | — | NEW | New buy |
| 34 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 36 | MSFT | Microsoft CORP | — | NEW | New buy |
| 37 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 38 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 39 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 40 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 41 | LLYVK* | Liberty Media Corp-liberty-c | — | NEW | New buy |
| 42 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 43 | HLN | Haleon Plc-adr | — | NEW | New buy |
| 44 | ZTS | Zoetis Inc | — | NEW | New buy |
| 45 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 46 | PM | Philip Morris International | — | NEW | New buy |
| 47 | ABT | Abbott Laboratories | — | NEW | New buy |
| 48 | GIS | General Mills Inc | — | NEW | New buy |
| 49 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 50 | ADP | Automatic Data Processing | — | NEW | New buy |
According to official SEC Form 13F filings, Wallace Capital Management Inc. reported a total U.S. public equity portfolio value of $912.1M across 83 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GHC, BRK-B, WTM) accounted for 56.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
GHC
市值: $158.3M
During Q1 2025, Wallace Capital Management Inc.'s top holdings by market value included GHC (20.3%)、BRK-B (20.0%)、WTM (19.7%). The largest single position, GHC, represented 20.3% of total portfolio value.
In Q1 2025, Wallace Capital Management Inc. made 83 total portfolio adjustments, initiating 83 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.