HoldcoTracker

Graham Holdings

Q2 2026 filing · filed 2026-08-14 · 84 days ago · 6 positions

Portfolio at filing $1.08B
Current portfolio $1.10B
Since filing +1.2%
vs S&P since filing +3%
13-F / mkt cap 21.3%
Ticker Name Current Value vs Filing % % of Portfolio vs Last Filing
BRK-A BERKSHIRE HATHAWAY INC DEL $362M +14.4% 33% —
GOOG ALPHABET INC $277M -20.3% 25.2% —
BRK-B BERKSHIRE HATHAWAY INC DEL $276M +14.4% 25.2% —
MKL MARKEL GROUP INC $124M -0.2% 11.3% +15.1%
PUBM PUBMATIC INC $57.0M +27.9% 5.2% —
CABO CABLE ONE INC $941k -90.3% 0.1% —

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