Wallace Capital Management Inc.
Wallace Capital Management Inc. is an SEC-registered investment adviser headquartered in Dallas, TX, founded in 2002. The firm manages investment portfolios for high-net-worth individuals, institutions, and family offices. As a boutique asset manager, Wallace Capital focuses on long-term equity-oriented strategies and is known for its concentrated positions in high-conviction stocks. The firm operates with a lean team of approximately 7 employees, most of whom are investment professionals, offering personalized client service and expertise in U.S. public equities.
Investment Strategy
Wallace Capital Management specializes in long-duration public equity investing, emphasizing concentrated portfolios of high-quality businesses with strong fundamentals. The firm pursues a bottom-up research process, identifying companies with sustainable competitive advantages, prudent capital allocation, and long-term growth prospects. Portfolio construction is highly focused, often holding large positions in its highest conviction ideas, while remaining opportunistic in adding or trimming holdings based on valuation and changing business dynamics. Wallace Capital primarily serves clients seeking above-average returns through deep research and disciplined risk management.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GHC | GRAHAM HLDGS CO | 20.89% | $153.3M | 162,062 | $470.44 | $946.17 | -$5.0M |
W WTM | WHITE MTNS INS GROUP LTD | 19.34% | $141.9M | 79,036 | $797.04 | $1795.72 | -$12.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 16.57% | $121.6M | 250,341 | $136.63 | $485.77 | -$34.7M |
T TAP | MOLSON COORS BEVERAGE CO | 3.49% | $25.6M | 533,266 | $55.26 | $48.09 | +$3.7M |
L L | LOEWS CORP | 3.35% | $24.6M | 267,902 | $41.08 | $91.66 | -$23.8K |