Long-term investor
Wallace Capital Management Inc. @wallacecapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001459754).
Record
- Tracked since 2025-06-30 (434 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +2.1% · 6 months +8.1% · 1 year +16.3% · all +16.3%
- Max drawdown 0.0% · Sharpe 1.66 · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GHC · 19.6% · long · since 2025-06-30
- G9618E107 · 18.2% · long · since 2025-06-30
- BRK-B · 14.5% · long · since 2025-06-30
- PPLI · 5.7% · long · since 2025-09-30
- UHAL · 3.8% · long · since 2026-03-31
- SEB · 3.4% · long · since 2025-06-30
- L · 3.0% · long · since 2025-06-30
- JNJ · 2.9% · long · since 2025-06-30
- MHK · 2.9% · long · since 2025-06-30
- AMG · 2.2% · long · since 2025-06-30
- TAP · 1.9% · long · since 2025-06-30
- IMKTA · 1.9% · long · since 2025-09-30