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Bronte Capital Management’s Graham Holdings Company GHC Stock Holding History

Bronte Capital Management’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5M Sell
12,785
-570
-4% -$628K 1.34% 18
2025
Q4 		$14.7M Sell
13,355
-42
-0.3% -$44.9K 1.46% 15
2025
Q3 		$17.6M Sell
13,397
-5,147
-28% -$5.32M 1.58% 16
2025
Q2 		$19.8M Buy
18,544
+2,302
+14% +$2.17M 1.55% 15
2025
Q1 		$18.3M Sell
16,242
-134
-0.8% -$125K 1.48% 16
2024
Q4 		$16.7M Sell
16,376
-3,081
-16% -$2.7M 1.32% 15
2024
Q3 		$16M Sell
19,457
-2,080
-10% -$1.58M 1.3% 16
2024
Q2 		$15.1M Sell
21,537
-868
-4% -$634K 1.18% 17
2024
Q1 		$17.2M Sell
22,405
-3
-0% -$2.15K 1.4% 19
2023
Q4 		$15.6M Sell
22,408
-2,062
-8% -$1.28M 1.39% 17
2023
Q3 		$14.3M Buy
24,470
+329
+1% +$191K 1.44% 16
2023
Q2 		$13.8M Buy
24,141
+195
+0.8% +$113K 1.33% 19
2023
Q1 		$14.3M Sell
23,946
-2,283
-9% -$1.42M 1.66% 14
2022
Q4 		$15.8M Sell
26,229
-2,482
-9% -$1.51M 2% 13
2022
Q3 		$15.4M Sell
28,711
-3,557
-11% -$2.03M 1.92% 13
2022
Q2 		$18.3M Buy
32,268
+1,488
+5% +$885K 2.1% 13
2022
Q1 		$18.8M Buy
30,780
+1,185
+4% +$711K 1.58% 12
2021
Q4 		$18.6M Buy
29,595
+4,196
+17% +$2.47M 1.23% 14
2021
Q3 		$15M Buy
25,399
+1,906
+8% +$1.19M 1.09% 14
2021
Q2 		$14.9M Buy
23,493
+9,552
+69% +$6.15M 1.06% 15
2021
Q1 		$7.84M Buy
13,941
+353
+3% +$205K 0.89% 16
2020
Q4 		$7.25M Buy
13,588
+3,417
+34% +$1.51M 1.15% 14
2020
Q3 		$3.87M Buy
+10,171
New +$4.08M 0.68% 12

Other funds holding GHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bronte Capital Management's GHC Position: Q1 2026 in Review

Bronte Capital Management reduced its Graham Holdings Company (GHC) stake by 4.3% in Q1 2026, selling an estimated $628K and leaving 12,785 shares worth $13.5M. The position accounts for 1.34% of the portfolio, ranked #18.

Bronte Capital Management first reported a position in GHC in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.8M in Q2 2025. 328 funds tracked by Wall St. Rank hold GHC as of Q1 2026.

  • Bronte Capital Management held 12,785 shares of Graham Holdings Company worth $13.5M as of Q1 2026.
  • Bronte Capital Management sold 570 Graham Holdings Company shares in Q1 2026, an estimated $628K.
  • Graham Holdings Company made up 1.34% of Bronte Capital Management's portfolio in Q1 2026, its #18 holding.
  • Bronte Capital Management first reported a position in Graham Holdings Company in Q3 2020 and has held it in 23 quarters since.
  • Bronte Capital Management's Graham Holdings Company position peaked at $19.8M in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Graham Holdings Company as of Q1 2026.

Based on Bronte Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.