HoldcoTracker

Graham Holdings

Q2 2026 filing · filed 2026-08-14 · 90 days ago · 6 positions

Portfolio at filing $1.08B
Current portfolio $1.13B
Since filing +4.4%
vs S&P since filing +2.6%
13-F / mkt cap 21.9%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
BRK-A BERKSHIRE HATHAWAY INC DEL $373M +18.2% 33% —
GOOG ALPHABET INC $285M -17.7% 25.2% —
BRK-B BERKSHIRE HATHAWAY INC DEL $283M +17.6% 25.1% —
MKL MARKEL GROUP INC $126M +1% 11.1% +15.1%
PUBM PUBMATIC INC $62.2M +39.6% 5.5% —
CABO CABLE ONE INC $668k -93.1% 0.1% —

Portfolio reflects Graham Holdings's 13-F filed 2026-08-14 (2026-06-30 quarter-end), marked to most recent close.