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Graham Holdings Co
institutionalUpdated 29 days agoManaged by Graham Holdings Co • Latest filing Q2 2026
Portfolio value
$1.1B
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
13.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 17 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2022 | $648.6M |
| Q3 2022 | $597.5M |
| Q4 2022 | $609.9M |
| Q1 2023 | $603.5M |
| Q2 2023 | $648.8M |
| Q3 2023 | $665.5M |
| Q4 2023 | $690.2M |
| Q1 2024 | $794.3M |
| Q2 2024 | $813.4M |
| Q3 2024 | $825.4M |
| Q4 2024 | $852.4M |
| Q1 2025 | $901K |
| Q2 2025 | $889.5M |
| Q3 2025 | $999K |
| Q4 2025 | $1.1M |
| Q1 2026 | $966.7M |
| Q2 2026 | $1.1B |
Top holdings
6 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $347.1M | 982.3K | 32.04% | Trimmed(-0.1%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $316M | 422 | 29.18% | Unchanged |
| 3 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $241.1M | 481.9K | 22.26% | Unchanged |
| 4 | M MKL MARKEL GROUP INC | $124.6M | 63.8K | 11.50% | Added(+15.1%) |
| 5 | P PUBM PUBMATIC INC | $44.6M | 3.40M | 4.12% | Unchanged |
| 6 | C CABO CABLE ONE INC | $9.7M | 182.4K | 0.89% | Unchanged |