What smart money is saying about Graham Holdings Company
GHC
No fund has written a full thesis on Graham Holdings Company in our archive, but 2 fund letters report a position in it — most recently Longleaf Partners Small-Cap Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q3 2025 and Q3 2026, 2 fund letters reported a position in Graham Holdings Company, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Second, we own more stocks than usual that have performed well but been “stuck” or down this year for reasons that do not make long-term sense. The good news is that these companies are on offense and have great track records of value per share growth, which should win over the long-term. For example, long-time investments CNX, Graham Holdings and White Mountains have grown their value per share at a 15-20% CAGR over the last 5+ years and are able to keep doing so.”
Graham Holdings Company - HoldsVela Small Cap FundSeptember 2025
“Finally, Grahm Holdings Company, Class B Shares (GHC) was a top positive contributor to performance as they reported a positive quarter driven by strong results out of their Kaplan education division, as well as margin improvement across most business segments.”
Graham Holdings Company
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