Graham Holdings Co
Net buyer this quarter
$1.08B
6
+$15.8M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $347M | 32.04% | Not reported | -0.2% | Q4 2021 |
 BRK.A | $316M | 29.18% | Not reported | Not reported | Q4 2021 |
| BRK.B | $241M | 22.26% | Not reported | Not reported | Q4 2021 |
 MKL | $125M | 11.50% | 0.51% | +15.1% | Q4 2021 |
| PUBM | $44.6M | 4.12% | Not reported | Not reported | Q2 2022 |
 CABO | $9.69M | 0.89% | 3.22% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| BRK.A | $303M | 31.35% | Not reported | Not reported | Q4 2021 |
| GOOG | $282M | 29.19% | Not reported | -13.4% | Q4 2021 |
| BRK.B | $231M | 23.89% | Not reported | Not reported | Q4 2021 |
| MKL | $106M | 10.97% | 0.44% | Not reported | Q4 2021 |
| PUBM | $27.8M | 2.88% | Not reported | +20.0% | Q2 2022 |
| CABO | $16.6M | 1.72% | 3.22% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| GOOG | $356M | 32.93% | Not reported | Not reported | Q4 2021 |
| BRK.A | $319M | 29.44% | Not reported | Not reported | Q4 2021 |
| BRK.B | $242M | 22.39% | Not reported | Not reported | Q4 2021 |
| MKL | $119M | 11.01% | 0.44% | Not reported | Q4 2021 |
| PUBM | $25.1M | 2.32% | Not reported | Not reported | Q2 2022 |
| CABO | $20.6M | 1.90% | 3.24% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| BRK.A | $318M | 31.87% | Not reported | Not reported | Q4 2021 |
| GOOG | $277M | 27.69% | Not reported | Not reported | Q4 2021 |
| BRK.B | $242M | 24.26% | Not reported | -0.2% | Q4 2021 |
| MKL | $106M | 10.61% | 0.44% | Not reported | Q4 2021 |
| CABO | $32.3M | 3.23% | 3.24% | New | Q3 2025 |
| PUBM | $23.4M | 2.35% | Not reported | Not reported | Q2 2022 |