Graham Holdings Co reported 6 positions worth $1.08B for the quarter ended Jun 30, 2026, up 12.0% on the prior quarter. It opened 0 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Alphabet Inc. at 32% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MKL Markel Group Inc. | +8,363 | +15.1% | $16.33M | 11.5% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | -1,462 | -0.1% | $516.57K | 32.04% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 982.3K | $347.06M | 32.04% | -1,462 | -0.1% | Reduced | 0.01% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 422 | $316.02M | 29.18% | 0 | 0.0% | Unchanged | 0.08% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 481.9K | $241.15M | 22.26% | 0 | 0.0% | Unchanged | 0.03% |
| 4 | MKL Markel Group Inc. | Financial Services | 63.8K | $124.59M | 11.5% | +8,363 | +15.1% | Added | 0.51% |
| 5 | PUBM PubMatic, Inc. | Technology | 3.40M | $44.59M | 4.12% | 0 | 0.0% | Unchanged | 9.11% |
| 6 | CABO Cable One, Inc. | Communication Services | 182.4K | $9.69M | 0.895% | 0 | 0.0% | Unchanged | 3.2% |
Tip. Select a row to see that position’s full history at Graham Holdings.
As of its Q2 2026 13F filing, Graham Holdings Co’s five largest positions were Alphabet Inc. (GOOG) at 32.0%, Berkshire Hathaway Inc (BRK-A) at 29.2%, Berkshire Hathaway Inc (BRK-B) at 22.3%, Markel Group Inc. (MKL) at 11.5%, PubMatic, Inc. (PUBM) at 4.1% of the reported portfolio.
Graham Holdings Co reported a 13F portfolio worth $1.08B across 6 positions for Q2 2026. That is up 12.0% from the previous quarter.
Its largest purchases by value were Markel Group Inc. ($16.33M). It opened 0 new positions.
Its largest sales by value were Alphabet Inc. ($516.57K). It exited 0 positions entirely.
From the Form 13F-HR reports Graham Holdings Co files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.