本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Graham Holdings Co (CIK 104889) reported $1.08B across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($347.1M, 32.04%), BRK/A ($316.0M, 29.18%), BRKB ($241.1M, 22.26%), MKL ($124.6M, 11.50%), PUBM ($44.6M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $347.1M | 32.04% | 982,250 | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $316.0M | 29.18% | 422 | Hold |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $241.1M | 22.26% | 481,920 | Hold |
| 4 | MKL | MARKEL GROUP INC | $124.6M | 11.50% | 63,793 | Added |
| 5 | PUBM | PUBMATIC INC | $44.6M | 4.12% | 3.4M | Hold |
| 6 | CABO | CABLE ONE INC | $9.7M | 0.89% | 182,439 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30