Graham Holdings Co

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Graham Holdings Co reported 6 stock positions worth $1.1 billion. Its top holding was Alphabet Class C (GOOG) at 32.0% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 29.2%) and Berkshire Hathaway Class B (BRK.B, 22.3%). Compared with Q1 2026, it added to 1 and reduced 1. The biggest buy was Markel (MKL, shares +15%) and the biggest sale Alphabet Class C (GOOG, shares −0%).

Most Recent 13F
Q2 2026
Location
ARLINGTON, VA
CIK
0000104889
Portfolio Value
$1.1B (Q2 2026)
SEC Filing
0001628280-26-057130 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $794.3M Q1 2024 Q2 2024: $813.4M Q2 2024 Q3 2024: $825.4M Q3 2024 Q4 2024: $852.4M Q4 2024 Q1 2025: $901.1M Q1 2025 Q2 2025: $889.5M Q2 2025 Q3 2025: $998.8M Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $966.7M Q1 2026 Q2 2026: $1.1B $1.1B Q2 2026

Holdings 6 stocks · $1.1B
GOOG Alphabet Inc. Class C 32.04% 982,250 $347.1M Reduce -0.1%
BRK.A Berkshire Hathaway Inc. Class A 29.18% 422 $316.0M No change
BRK.B Berkshire Hathaway Inc. Class B 22.26% 481,920 $241.1M No change
MKL Markel Group Inc. 11.50% 63,793 $124.6M Add +15.1%
PUBM Pubmatic Inc. Class A 4.12% 3,398,904 $44.6M No change
CABO Cable One Inc. 0.89% 182,439 $9.7M No change

Portfolio Sells Q1 2026 → Q2 2026
GOOG Alphabet Inc. Class C Reduce -0.1% 32.04% +2.85

Portfolio Buys Q1 2026 → Q2 2026
MKL Markel Group Inc. Add +15.1% 11.50% +0.53

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$1.1BGOOG, BRK.A, BRK.B, MKL, PUBM
Q1 2026 6$966.7MBRK.A, GOOG, BRK.B, MKL, PUBM
Q4 2025 6$1.1BGOOG, BRK.A, BRK.B, MKL, PUBM
Q3 2025 6$998.8MBRK.A, GOOG, BRK.B, MKL, CABO
Q2 2025 5$889.5MBRK.A, BRK.B, GOOG, MKL, PUBM
Q1 2025 5$901.1MBRK.A, BRK.B, GOOG, MKL, PUBM
Q4 2024 5$852.4MBRK.A, BRK.B, GOOG, MKL, PUBM
Q3 2024 5$825.4MBRK.A, BRK.B, GOOG, MKL, PUBM
Q2 2024 5$813.4MBRK.A, GOOG, BRK.B, MKL, PUBM
Q1 2024 5$794.3MBRK.A, BRK.B, GOOG, MKL, PUBM