2026 Q1 Portfolio Activity
In 2026 Q1, Graham Holdings Co maintained a portfolio of 6 distinct positions. They heavily accumulated shares in PUBMATIC INC, increasing the position by 20.0%.
Position History
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Total Positions
6
Quarter
2026 Q1
Top Holding
BRK/A (31.3%)
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 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 31.35% | 29.44% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
422 | $303,055 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 29.19% | 32.93% |
#2
1
Prev: #1
|
6.0 |
—
|
-151,778 | -13.4% |
P
S
|
983,712 | $282,188 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 23.89% | 22.39% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
481,920 | $230,936 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 10.97% | 11.01% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
55,430 | $106,097 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PUBM
PUBMATIC INC
|
Technology | 2.88% | 2.32% |
#5
Prev: #5
|
4.2 |
—
|
567,442 | 20.0% |
P
S
|
3,398,904 | $27,803 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CABO
CABLE ONE INC
|
Communication Services | 1.72% | 1.90% |
#6
Prev: #6
|
1.7 |
—
|
no change | no change |
P
S
|
182,439 | $16,640 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-6 of 6 holdings