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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $176.15 M.
Top institutional holders include Cliff Asness and Mason Hawkins.
Institutional sentiment is currently Bullish. This is evidenced by a $10.23 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 551.4%. Conversely, Ray Dalio reduced exposure by 62.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Graham Holdings Company (GHC)
Major holders include Cliff Asness ($97.52 M), Mason Hawkins ($39.92 M), Mario Gabelli ($14.25 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 159,459 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $10.23 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 4 fully exited GHC. The total reported sell value was $6.85 M.
Yes, 0 managers opened new positions in GHC, and 3 increased their existing holdings. The total reported buy value was $17.08 M.
