StockDriftsStockDriftsTop 50 Wallace Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WTM | WHITE MTNS INS GROUP LTD | 19.88% | 78.8K | $173.1M | -1.93%(-1.55K) | $795.80(+168.50%) | 2026-03-31 | |
| GHC | GRAHAM HLDGS CO | 18.83% | 155.1K | $164.0M | -1.27%(-2.00K) | $488.24(+123.86%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13.31% | 241.9K | $115.9M | -1.08%(-2.64K) | $129.00(+274.19%) | 2026-03-31 | |
| IAC | IAC INC | 5.15% | 1.12M | $44.8M | +26.65%(+235.50K) | $36.63(+8.87%) | 2026-03-31 | |
| SEB | SEABOARD CORP DEL | 4.8% | 7.4K | $41.8M | -4.11%(-317) | $2665.04(+74.68%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.32% | 118.4K | $28.9M | -12.20%(-16.45K) | $107.18(+111.51%) | 2026-03-31 | |
| L | LOEWS CORP | 3.15% | 257.3K | $27.5M | -1.86%(-4.88K) | $42.06(+151.57%) | 2026-03-31 | |
| UHAL.B | U HAUL HOLDING COMPANY | 2.78% | 541.9K | $24.2M | new | $45.70(-1.85%) | 2026-03-31 | |
| MHK | MOHAWK INDS INC | 2.42% | 213.8K | $21.0M | +2.66%(+5.54K) | $124.93(-22.71%) | 2026-03-31 | |
| TAP | MOLSON COORS BEVERAGE CO | 2.26% | 456.4K | $19.7M | +13.99%(+56.02K) | $55.08(-25.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.85% | +47.59% |
| Top 20 Holdings Unweighted | +9.48% | +31.22% |
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