StockDriftsStockDriftsTop 6 Graham Holdings CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 32.04% | 982.3K | $347.1M | -0.15%(-1.46K) | $138.97(+147.20%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 29.18% | 422 | $316.0M | +0.00%(+0) | $431020.50(+76.79%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 22.26% | 481.9K | $241.1M | +0.00%(+0) | $285.97(+77.27%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 11.5% | 63.8K | $124.6M | +15.09%(+8.36K) | $1337.79(+38.08%) | 2026-06-30 | |
| PUBM | PUBMATIC INC | 4.12% | 3.40M | $44.6M | +0.00%(+0) | $15.21(+15.63%) | 2026-06-30 | |
| CABO | CABLE ONE INC | 0.89% | 182.4K | $9.7M | +0.00%(+0) | $156.43(-77.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.86% | +67.92% | — | — | +59.78% |
| Top 20 Holdings Unweighted | +11.27% | +37.78% | — | — | +2.44% |
Graham Holdings CO reports $1.08B in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (32.0%), BRK.A (29.2%) and BRK.B (22.3%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +67.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Graham Holdings CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 104889). View Graham Holdings CO’s 13F filings on SEC