Graham Holdings Co
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Graham Holdings Co reported 6 stock positions worth $966.7 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 31.3% of the portfolio, followed by Alphabet Class C (GOOG, 29.2%) and Berkshire Hathaway Class B (BRK.B, 23.9%). Compared with Q4 2025, it added to 1 and reduced 1. The biggest buy was Pubmatic Class A (PUBM, shares +20%) and the biggest sale Alphabet Class C (GOOG, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- ARLINGTON, VA
- CIK
- 0000104889
- Portfolio Value
- $966.7M (Q1 2026)
- SEC Filing
- 0001628280-26-035583 ↗ filed May 15, 2026
Holdings Value
Holdings 6 stocks · $966.7M
| BRK.A Berkshire Hathaway Inc. Class A | 31.35% | 422 | $303.1M | No change |
| GOOG Alphabet Inc. Class C | 29.19% | 983,712 | $282.2M | Reduce -13.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 23.89% | 481,920 | $230.9M | No change |
| MKL Markel Group Inc. | 10.97% | 55,430 | $106.1M | No change |
| PUBM Pubmatic Inc. Class A | 2.88% | 3,398,904 | $27.8M | Add +20.0% |
| CABO Cable One Inc. | 1.72% | 182,439 | $16.6M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Reduce -13.4% | 29.19% | −3.74 |
Portfolio Buys Q4 2025 → Q1 2026
| PUBM Pubmatic Inc. Class A | Add +20.0% | 2.88% | +0.55 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $1.1B | GOOG, BRK.A, BRK.B, MKL, PUBM |
| Q1 2026 | 6 | $966.7M | BRK.A, GOOG, BRK.B, MKL, PUBM |
| Q4 2025 | 6 | $1.1B | GOOG, BRK.A, BRK.B, MKL, PUBM |
| Q3 2025 | 6 | $998.8M | BRK.A, GOOG, BRK.B, MKL, CABO |
| Q2 2025 | 5 | $889.5M | BRK.A, BRK.B, GOOG, MKL, PUBM |
| Q1 2025 | 5 | $901.1M | BRK.A, BRK.B, GOOG, MKL, PUBM |
| Q4 2024 | 5 | $852.4M | BRK.A, BRK.B, GOOG, MKL, PUBM |
| Q3 2024 | 5 | $825.4M | BRK.A, BRK.B, GOOG, MKL, PUBM |
| Q2 2024 | 5 | $813.4M | BRK.A, GOOG, BRK.B, MKL, PUBM |
| Q1 2024 | 5 | $794.3M | BRK.A, BRK.B, GOOG, MKL, PUBM |