Mason Hawkins's GHC Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 35.4K shares of Graham Holdings Company (GHC) worth $41.63 M, representing 2.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Mason Hawkins has maintained a long-term strategic position in GHC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 95.5K shares. Largest reduction occurred in Q4 2022, reducing 139.7K shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's Graham Holdings Company (GHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Graham Holdings Company (GHC) Trades by Mason Hawkins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +548,311 | Add 0.00% | 548,310 | $483.77 |
| Q3 2013 | -4,700 | Reduce 0.86% | 543,610 | $611.35 |
| Q4 2013 | -400 | Reduce 0.07% | 543,210 | $663.32 |
| Q1 2014 | -6,200 | Reduce 1.14% | 537,010 | $703.75 |
| Q2 2014 | +64,362 | Add 11.99% | 601,372 | $718.11 |
| Q3 2014 | +95,509 | Add 15.88% | 696,881 | $699.59 |
| Q4 2014 | +37,988 | Add 5.45% | 734,869 | $863.71 |
| Q1 2015 | -42,758 | Reduce 5.82% | 692,111 | $1049.63 |
| Q2 2015 | -15,489 | Reduce 2.24% | 676,622 | $1075.05 |
| Q3 2015 | +20,670 | Add 3.05% | 697,292 | $577.00 |
| Q4 2015 | +5,760 | Add 0.83% | 703,052 | $484.97 |
| Q1 2016 | +21,699 | Add 3.09% | 724,751 | $480.00 |
| Q2 2016 | -15,267 | Reduce 2.11% | 709,484 | $489.54 |
| Q3 2016 | +80,144 | Add 11.30% | 789,628 | $481.37 |
| Q4 2016 | -21,257 | Reduce 2.69% | 768,371 | $511.95 |
| Q1 2017 | -1,547 | Reduce 0.20% | 766,824 | $599.55 |
| Q2 2017 | -400 | Reduce 0.05% | 766,424 | $599.65 |
| Q3 2017 | -23,752 | Reduce 3.10% | 742,672 | $585.10 |
| Q4 2017 | -55,190 | Reduce 7.43% | 687,482 | $558.35 |
| Q1 2018 | +8,736 | Add 1.27% | 696,218 | $602.25 |
| Q3 2018 | -19,566 | Reduce 2.81% | 676,652 | $579.30 |
| Q4 2018 | -26,543 | Reduce 3.92% | 650,109 | $640.58 |
| Q1 2019 | -137,208 | Reduce 21.11% | 512,901 | $683.18 |
| Q2 2019 | -46,671 | Reduce 9.10% | 466,230 | $690.03 |
| Q3 2019 | -546 | Reduce 0.12% | 465,684 | $663.45 |
| Q4 2019 | -6,058 | Reduce 1.30% | 459,626 | $638.99 |
| Q1 2020 | -87,184 | Reduce 18.97% | 372,442 | $341.17 |
| Q2 2020 | -63,952 | Reduce 17.17% | 308,490 | $342.67 |
| Q3 2020 | -29,255 | Reduce 9.48% | 279,235 | $404.11 |
| Q4 2020 | -57,353 | Reduce 20.54% | 221,882 | $533.38 |
| Q1 2021 | -13,864 | Reduce 6.25% | 208,018 | $562.44 |
| Q2 2021 | +10,417 | Add 5.01% | 218,435 | $633.90 |
| Q3 2021 | +46,904 | Add 21.47% | 265,339 | $589.16 |
| Q4 2021 | +34,529 | Add 13.01% | 299,868 | $629.83 |
| Q1 2022 | -14,070 | Reduce 4.69% | 285,798 | $611.47 |
| Q2 2022 | -27,159 | Reduce 9.50% | 258,639 | $566.84 |
| Q3 2022 | -3,221 | Reduce 1.25% | 255,418 | $537.98 |
| Q4 2022 | -139,685 | Reduce 54.69% | 115,733 | $604.21 |
| Q1 2023 | -1,698 | Reduce 1.47% | 114,035 | $595.84 |
| Q2 2023 | -24,207 | Reduce 21.23% | 89,828 | $571.48 |
| Q3 2023 | -652 | Reduce 0.73% | 89,176 | $583.00 |
| Q4 2023 | -1,864 | Reduce 2.09% | 87,312 | $696.52 |
| Q1 2024 | +439 | Add 0.50% | 87,751 | $767.68 |
| Q2 2024 | -5,455 | Reduce 6.22% | 82,296 | $699.55 |
| Q3 2024 | -9,490 | Reduce 11.53% | 72,806 | $821.72 |
| Q4 2024 | -13,747 | Reduce 18.88% | 59,059 | $871.92 |
| Q1 2025 | -3,902 | Reduce 6.61% | 55,157 | $960.86 |
| Q2 2025 | -12,258 | Reduce 22.22% | 42,899 | $946.17 |
| Q3 2025 | -7,542 | Reduce 17.58% | 35,357 | $1177.31 |
Mason Hawkins's Graham Holdings Company Investment FAQs
Mason Hawkins first purchased Graham Holdings Company (GHC) in Q2 2013, acquiring 548,310 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held Graham Holdings Company (GHC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to Graham Holdings Company (GHC) was in Q2 2013, adding 548,310 shares worth $265.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 35,357 shares of Graham Holdings Company (GHC), valued at approximately $41.63 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 2.12% of Mason Hawkins'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.
Mason Hawkins's peak holding in Graham Holdings Company (GHC) was 789,628 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.