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Graham Holdings Co

SEC CIK
0000104889
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
6
0 vs. Q1 2022
Portfolio value
$648.6M
−$147.2M (−18.5%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Graham Holdings Co in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGAlphabet Inc.Stock100,377$219.6M33.9%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A422$172.6M26.6%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock482,945$131.9M20.3%00.0%UnchangedHistory
MKLMarkel Group Inc.COM55,430$71.7M11.1%+11,000+24.8%AddedHistory
LUMNLumen Technologies, Inc.Stock3,609,701$39.4M6.1%−1,325,000−26.9%ReducedHistory
PUBMPubMatic, Inc.COM CL A851,895$13.5M2.1%+851,895NewHistory

Sold out since Q1 2022 (1)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Graham Holdings Co sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
UPSTUpstart Holdings, Inc.COM5,846$638.0K0.1%History