Graham Holdings Co

Fundamental diversified ★Signal financials specialist (66%) CIK 104889
Long book
$966.7M
Q1 2026
Positions
6
Top-10 weight
100%
concentration
Last quarter
+11.9%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

Graham Holdings Co is a diversified fundamental manager, specialised in financials (66% of the long book), running a $966.7M US long book across 6 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: BERKSHIRE HATHAWAY INC-CL A, ALPHABET INC-CL C, BERKSHIRE HATHAWAY INC-CL B, MARKEL GROUP INC, PUBMATIC INC-CLASS A.

Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.5%
Q2 2024
+3.4%
Q3 2024
+3.3%
Q4 2024
+5.2%
Q1 2025
-1.3%
Q2 2025
+8.7%
Q3 2025
+8.3%
Q4 2025
-7.0%
Q1 2026
+11.9%

Sector allocation

Financials
66%
Technology
32%
Communications
2%

Long book by quarter

$794.3M
Q1 2024
$813.4M
Q2 2024
$825.4M
Q3 2024
$852.4M
Q4 2024
$901.1M
Q1 2025
$889.5M
Q2 2025
$998.8M
Q3 2025
$1.08B
Q4 2025
$966.7M
Q1 2026

What does Graham Holdings own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials422$303.1M31.3%Held
GOOG ALPHABET INC-CL CTechnology983.7K$282.2M29.2%-13.4%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials481.9K$230.9M23.9%Held
MKL MARKEL GROUP INCFinancials55.4K$106.1M11.0%Held
PUBM PUBMATIC INC-CLASS ATechnology3.4M$27.8M2.9%+20.0%
CABO CABLE ONE INCCommunications182.4K$16.6M1.7%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20266$966.7M $K fixed canonicalSEC ↗
Q4 202513F-HRFeb 13, 20266$1.08B $K fixed canonicalSEC ↗
Q3 202513F-HRNov 14, 20256$998.8M $K fixed canonicalSEC ↗
Q2 202513F-HRAug 14, 20255$889.5M $K fixed canonicalSEC ↗
Q1 202513F-HRMay 15, 20255$901.1M $K fixed canonicalSEC ↗
Q4 202413F-HRFeb 14, 20255$852.4M $K fixed canonicalSEC ↗
Q3 202413F-HRNov 14, 20245$825.4M $K fixed canonicalSEC ↗
Q2 202413F-HRAug 14, 20245$813.4M $K fixed canonicalSEC ↗
Q1 202413F-HRMay 16, 20245$794.3M $K fixed canonicalSEC ↗