HoldcoTracker

Graham Holdings

Q1 2026 filing · filed 2026-05-15 · 25 days ago · 6 positions

Portfolio at filing $967M
Current portfolio $1.05B
Since filing +8.6%
vs S&P since filing -4.8%
13-F / mkt cap 20.8%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
GOOG ALPHABET INC $362M +28.4% 34.5%
BRK-A BERKSHIRE HATHAWAY INC DEL $307M +1.2% 29.2%
BRK-B BERKSHIRE HATHAWAY INC DEL $235M +1.9% 22.4%
MKL MARKEL GROUP INC $100M -5.6% 9.5%
PUBM PUBMATIC INC $38.0M +36.6% 3.6%
CABO CABLE ONE INC $7.7M -53.5% 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.