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Graham Holdings Co

Q3 2025 · Filed 2025-11-14
Market Value
$999M
+112185.1%
Holdings
6
+1
New Purchases
1
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 27.69% 22.64% +5.04% $277M
CABO 3.23% 0.00% +3.23% $32M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-A 31.87% 34.58% -2.71% $318M
BRK-B 24.26% 26.37% -2.12% $242M
MKL 10.61% 12.45% -1.84% $106M
PUBM 2.35% 3.96% -1.61% $23M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $837M 83.8%
Large Cap 1 $106M 10.6%
Small Cap 1 $23M 2.3%
Micro Cap 1 $32M 3.2%

Portfolio Analytics

Avg Market Cap
$1.1T
Median Market Cap
$535.6B
Avg P/E
17.4
Median P/E
14.5
Avg Dividend Yield
0.00%
Avg Beta
0.90
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BRK-A 31.87% 422 $318M $754,199.05 $318M
2 GOOG 27.69% 1,135,490 $277M $243.55 $276M
3 BRK-B 24.26% 481,920 $242M $502.74 $242M -1,025 -0.2%
4 MKL 10.61% 55,430 $106M $1,911.37 $106M
5 CABO 3.23% 182,439 $32M $177.05 +182,439 NEW
6 PUBM 2.35% 2,831,462 $23M $8.28 $23M

New Positions

SymbolValue% Port
CABO $32M 3.23%
View SEC EDGAR Filings for Graham Holdings Co →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms