2026 Q2 Portfolio Activity
In 2026 Q2, Graham Holdings Co maintained a portfolio of 6 distinct positions. They heavily accumulated shares in MARKEL GROUP INC, increasing the position by 15.1%.
Position History
hover any row below to update
Loading…
Total Positions
6
Quarter
2026 Q2
Top Holding
GOOG (32.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Graham Holdings Co Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOG
ALPHABET INC
|
Communication Services | 32.04% | 29.19% |
#1
1
Prev: #2
|
6.5 |
—
|
-1,462 | -0.1% |
P
S
|
982,250 | $347,058 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 29.18% | 31.35% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
422 | $316,015 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 22.26% | 23.89% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
481,920 | $241,148 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 11.50% | 10.97% |
#4
Prev: #4
|
6.5 |
—
|
8,363 | 15.1% |
P
S
|
63,793 | $124,588 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PUBM
PUBMATIC INC
|
Technology | 4.12% | 2.88% |
#5
Prev: #5
|
3.1 |
—
|
no change | no change |
P
S
|
3,398,904 | $44,594 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CABO
CABLE ONE INC
|
Communication Services | 0.89% | 1.72% |
#6
Prev: #6
|
1.4 |
—
|
no change | no change |
P
S
|
182,439 | $9,689 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-6 of 6 holdings