Graham Holdings Co-class B (GHC) 13F Holdings Overview (Q2 2026)

GHC ranks #1864 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

GHC is a top-conviction position for Wallace Capital Management Inc. — at 19.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in GHC belongs to BlackRock, Inc., but the position matters far more to Wallace Capital Management Inc., who has 19.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Victory Capital Management Inc has added to its GHC position for two straight quarters, increasing it by $66.8M to reach $73.8M today.

Israel Englander has trimmed its GHC position for two straight quarters, cutting it by $13.8M while still holding $2.1M.

GHC is up 1.4% today, and institutions have been net buyers of $1.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

GHC posted net income of $549.5M over the trailing twelve months, and currently trades at a P/E of 8.9.

• Profitable — net income of $549.5M over the trailing twelve months
• Revenue grew 4.4% year over year
• Net income declined year over year, from $681.9M to $549.5M
• Generated $347.2M in positive operating cash flow
• Current ratio of 1.75x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.74x equity — within a conventional range