Fund · CIK 104889 · concentrated
Graham Holdings Co
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$1.1B +12%
Positions6
Opened · sold out0 · 0
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| GOOGAlphabet Inc-Cl CCAP STK CL C | 32.0% | $347M | 982,250 | Held |
| BRK-ABerkshire Hathaway Inc-Cl ACL A | 29.2% | $316M | 422 | Held |
| BRK-BBerkshire Hathaway Inc-Cl BCL B NEW | 22.3% | $241M | 481,920 | Held |
| MKLMarkel Group IncStock | 11.5% | $125M | 63,793 | Added +15% |
| PUBMPubmatic Inc-Class ACOMMON STOCK | 4.1% | $44.6M | 3,398,904 | Held |
| CABOCable One IncCOM | 0.9% | $9.7M | 182,439 | Held |
This filing reported values in thousands of dollars; they are shown here in dollars.