Jeremy Grantham's GHC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 904 shares of Graham Holdings Company (GHC) worth $1.06 M, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in GHC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 6,800 shares. Largest reduction occurred in Q3 2019, reducing 5,110 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Graham Holdings Company (GHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Graham Holdings Company (GHC) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +411 | New Buy | 411 | $664.23 |
| Q1 2014 | -411 | Sold Out | 411 | $0.00 |
| Q2 2017 | +3,600 | New Buy | 3,600 | $599.72 |
| Q3 2017 | +1,300 | Add 36.11% | 4,900 | $585.10 |
| Q1 2018 | +100 | Add 2.04% | 5,000 | $602.20 |
| Q2 2018 | +248 | Add 4.96% | 5,248 | $586.13 |
| Q3 2018 | +200 | Add 3.81% | 5,448 | $579.30 |
| Q1 2019 | +6,226 | Add 114.28% | 11,674 | $683.14 |
| Q2 2019 | -4,200 | Reduce 35.98% | 7,474 | $689.99 |
| Q3 2019 | -5,110 | Reduce 68.37% | 2,364 | $663.28 |
| Q4 2019 | -600 | Reduce 25.38% | 1,764 | $638.89 |
| Q1 2020 | -300 | Reduce 17.01% | 1,464 | $340.85 |
| Q2 2020 | -100 | Reduce 6.83% | 1,364 | $342.38 |
| Q3 2020 | +4,700 | Add 344.57% | 6,064 | $404.19 |
| Q4 2020 | +300 | Add 4.95% | 6,364 | $533.31 |
| Q1 2021 | -1,900 | Reduce 29.86% | 4,464 | $562.50 |
| Q2 2021 | -900 | Reduce 20.16% | 3,564 | $633.84 |
| Q3 2021 | -300 | Reduce 8.42% | 3,264 | $589.15 |
| Q4 2021 | +4 | Add 0.12% | 3,268 | $629.74 |
| Q1 2022 | +6,800 | Add 208.08% | 10,068 | $611.44 |
| Q2 2022 | +900 | Add 8.94% | 10,968 | $566.83 |
| Q3 2022 | -3,400 | Reduce 31.00% | 7,568 | $537.92 |
| Q4 2022 | +1,590 | Add 21.01% | 9,158 | $604.21 |
| Q1 2023 | -3,000 | Reduce 32.76% | 6,158 | $595.84 |
| Q2 2023 | -1,382 | Reduce 22.44% | 4,776 | $571.48 |
| Q3 2023 | -832 | Reduce 17.42% | 3,944 | $583.00 |
| Q4 2023 | -18 | Reduce 0.46% | 3,926 | $696.52 |
| Q1 2024 | -318 | Reduce 8.10% | 3,608 | $767.68 |
| Q2 2024 | -1,290 | Reduce 35.75% | 2,318 | $699.55 |
| Q3 2024 | -154 | Reduce 6.64% | 2,164 | $821.72 |
| Q4 2024 | -327 | Reduce 15.11% | 1,837 | $871.92 |
| Q1 2025 | +438 | Add 23.84% | 2,275 | $960.86 |
| Q2 2025 | -1,242 | Reduce 54.59% | 1,033 | $946.17 |
| Q3 2025 | -129 | Reduce 12.49% | 904 | $1177.31 |
Jeremy Grantham's Graham Holdings Company Investment FAQs
Jeremy Grantham first purchased Graham Holdings Company (GHC) in Q4 2013, acquiring 411 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Graham Holdings Company (GHC) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Graham Holdings Company (GHC) was in Q1 2022, adding 10,068 shares worth $6.16 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 904 shares of Graham Holdings Company (GHC), valued at approximately $1.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Graham Holdings Company (GHC) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Graham Holdings Company (GHC) was 11,674 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.