GHC
Graham Holdings Co-class B
3 super-investors hold GHC worth a combined $55M. The largest position: Mason Hawkins at 2.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 28 — ranked #455 of 724 scored stocks.
Why super-investors own GHC
GHC is a narrow, stable holding in this cohort — owned by just three of the tracked super-investors, with combined exposure of roughly $55M. Mason Hawkins carries nearly all the conviction here, with a 2.0% portfolio weighting and $40M in the position; Joel Greenblatt ($9M) and Thomas Gayner ($5M) hold token stakes that round to zero concentration in their respective portfolios. Activity has been entirely flat this quarter, with no additions, trims, or exits across the cohort. The owner count has held at a consistent baseline for at least eight quarters, suggesting neither growing enthusiasm nor meaningful attrition — Hawkins remains the dominant driver of any thesis here, and broader cohort interest shows no sign of expanding.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 2.0% | 40q | $40M | 37,760 |
| 2 | Joel Greenblatt | <0.1% | 33q | $9M | 8,985 |
| 3 | Thomas Gayner | <0.1% | 40q | $5M | 5,200 |
Owners of GHC also hold
Long US equity 13F-HR filings only. CUSIP 384637104. Not investment advice.