HoldcoTracker

Graham Holdings

Q1 2026 filing · filed 2026-05-15 · 70 days ago · 6 positions

Portfolio at filing $967M
Current portfolio $1.02B
Since filing +5.3%
vs S&P since filing -7.4%
13-F / mkt cap 20.4%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
GOOG ALPHABET INC $313M +11% 30.8%
BRK-A BERKSHIRE HATHAWAY INC DEL $311M +2.6% 30.5%
BRK-B BERKSHIRE HATHAWAY INC DEL $237M +2.4% 23.2%
MKL MARKEL GROUP INC $109M +2.5% 10.7%
PUBM PUBMATIC INC $41.8M +50.4% 4.1%
CABO CABLE ONE INC $6.8M -59.2% 0.7%

Portfolio reflects Graham Holdings's 13-F filed 2026-05-15 (2026-03-31 quarter-end), marked to most recent close. Quarter-over-quarter change unavailable — only one filing in the database for this filer.