Wallace Capital Management Inc.
•CIK: 1459754•Filing: Q4 2025
**Wallace Capital Management Inc.** manages $830M across a portfolio of 75 distinct positions. The fund exhibits significant concentration in energy and industrials, with top holdings including GHC at $172.6M and OILU at $167.0M. Notable allocations also include a substantial $122.9M position in BRK/B, alongside significant stakes in SEB ($34.3M) and JNJ ($27.9M). This structure suggests a conviction-driven approach targeting established, large-cap value names.
Total AUM
$830.5M
QoQ Performance
+3.2%
Positions
71
Top 10 Concentration
77.9%
Latest Filing
Q4 2025
Top Holdings Allocation
GHC
WTM
BRK/B
GHC20.8%
WTM20.1%
BRK/B14.8%
0J7Q4.2%
SEB4.1%
JNJ3.4%
L3.3%
MHK2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.9%
Financial16.5%
Healthcare3.9%
Technology1.1%
Consumer Staples0.7%
ETF0.4%
Communication0.3%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW6 new positions
↑16 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023