Vault-13

Graham Holdings Co

ARLINGTON, VA · CIK 104889 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.1bn reported value +12.0% vs Q1 2026
6positions
100.0%in top 10
0 new 1 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ALPHABET INC CAP STK CL C GOOG GOOG 982,250 $347.1m32.04% 32.04% ReducedShares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 983.7k, Q2 2026 982.2k -1.5k -1,462 -0.1%
2 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 422 $316.0m29.18% 29.18% UnchangedShares held: Q3 2025 422, Q4 2025 422, Q1 2026 422, Q2 2026 422
3 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 481,920 $241.1m22.26% 22.26% UnchangedShares held: Q3 2025 481.9k, Q4 2025 481.9k, Q1 2026 481.9k, Q2 2026 481.9k
4 MARKEL GROUP INC COM MKL MKL 63,793 $124.6m11.50% 11.50% AddedShares held: Q3 2025 55.4k, Q4 2025 55.4k, Q1 2026 55.4k, Q2 2026 63.8k +8.4k +8,363 15.1%
5 PUBMATIC INC COM CL A PUBM PUBM 3,398,904 $44.6m4.12% 4.12% UnchangedShares held: Q3 2025 2.8m, Q4 2025 2.8m, Q1 2026 3.4m, Q2 2026 3.4m
6 CABLE ONE INC COM CABO CABO 182,439 $9.7m0.89% 0.89% UnchangedShares held: Q3 2025 182.4k, Q4 2025 182.4k, Q1 2026 182.4k, Q2 2026 182.4k

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
PUBMATIC INC PUBM · 13G · filed 2026-05-15 PUBM 8.9%≈ $44.6m +1.9 pts 13G 2026-05-15