HoldcoTracker

Graham Holdings

Q2 2026 filing · filed 2026-08-14 · 25 days ago · 6 positions

Portfolio at filing $1.08B
Current portfolio $1.07B
Since filing -1.1%
vs S&P since filing -4.3%
13-F / mkt cap 22.3%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
GOOG ALPHABET INC $329M -5.1% 30.8%
BRK-A BERKSHIRE HATHAWAY INC DEL $320M +1.4% 29.9%
BRK-B BERKSHIRE HATHAWAY INC DEL $244M +1.1% 22.8%
MKL MARKEL GROUP INC $117M -6.5% 10.9% +15.1%
PUBM PUBMATIC INC $56.1M +25.8% 5.2%
CABO CABLE ONE INC $4.6M -52% 0.4%

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