Graham Holdings Company (GHC): A Bull Case Theory
We came across a bullish thesis on Graham Holdings Company on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on GHC.
Graham Holdings Co (GHC)
Market is closed
Sector: Services-Educational Services
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Southeastern Asset Management Mason Hawkins | 35,721 | $39,243,090 | +2% | 1.75% |
| 2. | GAMCO Investors Mario Gabelli | 13,549 | $14,884,931 | +1% | 0.14% |
| 3. | Bronte Capital John Hempton | 13,355 | $14,671,803 | -1% | 1.46% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 9,585 | $10,530,081 | -51% | 0.01% |
| 5. | Markel Gayner Asset Management Tom Gayner | 5,200 | $5,712,720 | 0.05% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $743.30 | 100 | $74,330.00 | 700 | 2024-09-12 | Filing | |
| $745.07 | 135 | $100,584.45 | 662 | 2024-05-28 | Filing | |
| $607.24 | 100 | $60,724.00 | 600 | 2023-11-09 | Filing | |
| $569.83 | 100 | $56,983.00 | 500 | 2023-09-08 | Filing | |
| $581.63 | 100 | $58,163.00 | 5,600 | 2023-05-09 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $881.30 | 159 | $140,126.70 | 442 | 2025-01-06 | Filing | |
| $949.26 | 378 | $358,820.28 | 1,615 | 2024-11-13 | Filing | |
| $712.99 | 556 | $396,422.44 | 1,993 | 2024-03-14 | Filing | |
| $619.03 | 75 | $46,427.25 | 15 | 2023-11-08 | Filing | |
| $617.68 | 128 | $79,063.04 | 456 | 2023-01-09 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 413,222 | $453,966,281 | 0.01% | |
| 2. | 340,841 | $374,447,923 | 0.01% | |
| 3. | 237,617 | $261,044,062 | 0.05% | |
| 4. | 126,942 | $139,458,481 | 0% | |
| 5. | 87,169 | $95,778,265 | 0.01% |
News See All
Strong Performance Lifted Graham Holdings (GHC) in Q3
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Makes Graham Holdings Co. (GHC) a Good Investment?
The London Company, an investment management company, released “The London Company Small Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Graham Holdings (GHC) Reported Solid Quarter Amid Volatility
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
8 Best Low Float Stocks to Invest in Now
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Do You Believe in the Growth Prospects of Graham Holdings (GHC)?
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
12 Best Education Stocks to Buy in 2025
The future of the Department of Education in the US is a significant subject of debate in the education sector, as the Trump administration has already started to close parts of it, with plans to shut...
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