$763 Million is the total value of Wallace Capital Management Inc.'s 69 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CRDA | New | CRAWFORD & COcl a | $267,000 | – | 25,500 | +100.0% | 0.04% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $260,000 | – | 625 | +100.0% | 0.03% | – |
XOM | New | EXXON MOBIL CORP | $261,000 | – | 4,583 | +100.0% | 0.03% | – |
GOOG | New | ALPHABET INCcap stk cl c | $220,000 | – | 96 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 18.1% |
WHITE MTNS INS GROUP LTD | 42 | Q3 2023 | 18.9% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 3.3% |
GENERAL MLS INC | 42 | Q3 2023 | 3.0% |
REPUBLIC SVCS INC | 42 | Q3 2023 | 2.4% |
UNILEVER PLC | 42 | Q3 2023 | 2.3% |
Sanofi Aventis | 42 | Q3 2023 | 1.6% |
COCA COLA CO | 42 | Q3 2023 | 1.6% |
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 1.4% |
Proctor & Gamble Co | 42 | Q3 2023 | 0.7% |
View Wallace Capital Management Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
K SWISS INC | February 14, 2013 | 1,664,098 | 6.0% |
View Wallace Capital Management Inc.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Wallace Capital Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.