GHC — Graham Holdings Company

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  ·  49 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported Graham Holdings Company (GHC) in 49 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.82% in 2025 Q1. The latest visible filing shows GHC at 1.75% 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 GHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s position in Graham Holdings Company, 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
2025 Q4

GHC was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.82% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

GHC stock page SOUTHEASTERN ASSET MANAGEMENT INC/TN/ fund profile SOUTHEASTERN ASSET MANAGEMENT INC/TN/ full holdings
How SOUTHEASTERN ASSET MANAGEMENT INC/TN/ held GHC — position size vs. price
% of Fund (quarterly)    GHC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,721 +364 +1.0% 1.75% $39.2M 2026-02-14 (Est.) $1057.68
2025 Q3 REDUCED 35,357 -7,542 -17.6% 2.12% $41.6M 2025-11-14 $1069.76
2025 Q2 REDUCED 42,899 -12,258 -22.2% 2.05% $40.6M 2025-08-14 $1060.26
2025 Q1 REDUCED 55,157 -3,902 -6.6% 2.82% $53.0M 2025-05-15 $956.28
2024 Q4 REDUCED 59,059 -13,747 -18.9% 2.43% $51.5M 2025-02-14 $953.45
2024 Q3 REDUCED 72,806 -9,490 -11.5% 2.82% $59.8M 2024-11-14 $928.33
2024 Q2 REDUCED 82,296 -5,455 -6.2% 2.51% $57.6M 2024-08-14 $720.14
2024 Q1 ADDED 87,751 +439 +0.5% 2.59% $67.4M 2024-05-15 $759.24
2023 Q4 REDUCED 87,312 -1,864 -2.1% 2.34% $60.8M 2024-02-14 $711.40
2023 Q3 REDUCED 89,176 -652 -0.7% 1.93% $52.0M 2023-11-14 $623.66
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GHC

As of 2025 Q4 — sorted by position size

Wallace Capital Management Inc. 3Y 7Y 20.78% Madison Avenue Partners, LP 3Y 11.6% Insight Inv LLC 3Y 1.99% Bronte Capital Management Pty Ltd. 3Y 7Y 1.46% BEACON INVESTMENT ADVISORS LLC 3Y 1.29% VELA Investment Management, LLC 3Y 1.27% STEINBERG ASSET MANAGEMENT LLC 3Y 7Y 1.2% Harrington Investments, INC 3Y 7Y 0.99% Lafayette Investments, Inc. 3Y 7Y 0.89% Autumn Glory Partners, LLC 3Y 0.84%

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and GHC

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

How long has SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported owning GHC?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported GHC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported GHC position in SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s portfolio?

The largest reported portfolio weight for GHC was 2.82% in 2025 Q1.

What is the latest reported GHC position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 35,721 shares, equal to 1.75% of portfolio, with an estimated market value of $39.2M.

What does the chart on this GHC ownership page compare?

The chart compares SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s quarterly GHC 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.

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