Guru Ownership Trend
Guru Analysis for Graham Holdings Company (GHC)
Graham Holdings Company (GHC), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $177.04 M.
Top institutional holders include Cliff Asness and Mason Hawkins.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.37 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who opened a new position. Conversely, Mason Hawkins reduced exposure by 22.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Graham Holdings Company (GHC)
Major holders include Cliff Asness ($102.88 M), Mason Hawkins ($33.28 M), Mario Gabelli ($14.95 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 148,624 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.37 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited GHC. The total reported sell value was $12.77 M.
Yes, 2 managers opened new positions in GHC, and 0 increased their existing holdings. The total reported buy value was $407,561.
