Blake Estess
Wallace Capital Management Inc.
Assets Managed
$870.838M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
4.86%(2Q avg: 4.04%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Wallace Capital Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.
Assets under management
The assets under management (AUM) of Wallace Capital Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 870.838M in assets, with a quarterly growth rate of 4.86% and a 2-quarter average growth rate of 4.04%. The portfolio is managed by Blake Estess, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
WTM White Mountains Insurance Gp
| 19.88% | $173.109M 78,795 shares@ $2196.96 avg price | Decreased -1.93% |
GHC Graham Holdings Co-class B
| 18.83% | $163.95M 155,071 shares@ $1057.26 avg price | Decreased -1.27% |
BRK.B Berkshire Hathaway Inc-cl B
| 13.32% | $115.915M 241,892 shares@ $479.21 avg price | Decreased -1.08% |
IAC Iac Inc
| 5.15% | $44.805M 1.119M shares@ $40.03 avg price | Increased 26.65% |
SEB Seaboard Corp
| 4.81% | $41.818M 7,396 shares@ $5654.13 avg price | Decreased -4.1% |
JNJ Johnson & Johnson
| 3.33% | $28.934M 118,370 shares@ $244.44 avg price | Decreased -12.2% |
L Loews Corp
| 3.16% | $27.467M 257,326 shares@ $106.75 avg price | Decreased -1.86% |
UHAL⤦ U-haul Holding Co-non Voting
| 2.78% | $24.206M 541,890 shares@ $44.67 avg price | New Position |
MHK Mohawk Industries Inc
| 2.42% | $21.047M 213,765 shares@ $98.47 avg price | Increased 2.67% |
TAP Molson Coors Beverage Co - B
| 2.26% | $19.654M 456,424 shares@ $43.06 avg price | Increased 14% |
1-10 of 75