Graham Holdings Co PUBM — PUBMATIC INC

Ownership history in Graham Holdings Co  ·  16 quarters on record

AI Ownership Summary

Graham Holdings Co reported PUBMATIC INC (PUBM) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.89% in 2024 Q1. The latest visible filing shows PUBM at 2.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PUBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graham Holdings Co's position in PUBMATIC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PUBM was reported at 2.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.89% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PUBM stock page Graham Holdings Co fund profile Graham Holdings Co full holdings
How Graham Holdings Co held PUBM — position size vs. price
% of Fund (quarterly)    PUBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,398,904 +567,442 +20.0% 2.88% $28K 2026-05-15 $9.72
2025 Q4 UNCHANGED — — — 2,831,462 — 0% 2.32% $25.1M 2026-02-13 $6.54
2025 Q3 UNCHANGED — — — 2,831,462 — 0% 2.35% $23.4M 2025-11-14 $9.43
2025 Q2 UNCHANGED — — — 2,831,462 — 0% 3.96% $35.2M 2025-08-14 $8.28
2025 Q1 ADDED — — — 2,831,462 +500,000 +21.4% 2.87% $25.9M 2025-05-15 $11.55
2024 Q4 UNCHANGED — — — 2,331,462 — 0% 4.02% $34.2M 2025-02-14 $15.70
2024 Q3 ADDED — — — 2,331,462 +358,148 +18.1% 4.20% $34.7M 2024-11-14 $15.63
2024 Q2 UNCHANGED — — — 1,973,314 — 0% 4.93% $40.1M 2024-08-14 $13.66
2024 Q1 UNCHANGED — — — 1,973,314 — 0% 5.89% $46.8M 2024-05-16 $22.83
2023 Q4 UNCHANGED — — — 1,973,314 — 0% 4.66% $32.2M 2024-02-14 $15.65
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PUBM

As of 2026 Q1 — sorted by position size

P.A.W. CAPITAL CORP 3Y 7Y 4.01% Simcoe Capital LLC 3.65% S SQUARED TECHNOLOGY, LLC 3Y 7Y 2.09% Whitefort Capital Management, LP 3Y 1.66% CenterBook Partners LP 3Y 0.77% Diversified Investment Strategies, LLC 3Y 7Y 0.73% Pinnacle Holdings, LLC 3Y 7Y 0.42% Leibman Financial Services, Inc. 0.1% FOX RUN MANAGEMENT, L.L.C. 3Y 7Y 0.07% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.05%

FAQ About Graham Holdings Co and PUBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Graham Holdings Co reported owning PUBM?

Graham Holdings Co reported PUBM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PUBM position in Graham Holdings Co's portfolio?

The largest reported portfolio weight for PUBM was 5.89% in 2024 Q1.

What is the latest reported PUBM position on this page?

The most recent filing on this page is 2026 Q1, when Graham Holdings Co reported 3,398,904 shares, equal to 2.88% of portfolio, with an estimated market value of $28K.

What does the chart on this PUBM ownership page compare?

The chart compares Graham Holdings Co's quarterly PUBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Graham Holdings Co time their PUBM position?

Based on 13F filing dates vs. subsequent PUBM price moves, Graham Holdings Co correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on PUBM relative to SPY over the holding period was -31.9%.

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