Graham Holdings Company
MX ˙ BMV ˙ US3846371041
SecurityMX:GHC / Graham Holdings Company
InstitutionWallace Capital Management Inc.
Latest Disclosed Ownership155,071 shares
Latest Disclosed Value $ 163,950,104
Wallace Capital Management Inc. reports 1.27% decrease in ownership of GHC / Graham Holdings Company

On May 15, 2026 - Wallace Capital Management Inc. filed a 13F-HR form disclosing ownership of 155,071 shares of Graham Holdings Company (MX:GHC) valued at $163,950,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 157,068 shares of Graham Holdings Company. This represents a change in shares of -1.27% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F GRAHAM HLDGS COM CL B 384637104 155,071 -1,997 -1.27 163,950 -4.99 18.8267
2026-02-17 2025-12-31 13F GRAHAM HLDGS COM CL B 384637104 157,068 -5,164 -3.18 172,555 -9.66 20.7777
2025-11-14 2025-09-30 13F GRAHAM HLDGS COM CL B 384637104 162,232 170 0.10 190,998 24.56 23.7353
2025-08-14 2025-06-30 13F GRAHAM HLDGS COM CL B 384637104 162,062 -2,727 -1.65 153,338 -3.16 20.8922
2025-05-15 2025-03-31 13F GRAHAM HLDGS COM CL B 384637104 164,789 -489 -0.30 158,339 9.87 20.2745
2025-02-14 2024-12-31 13F GRAHAM HLDGS COM CL B 384637104 165,278 -2,236 -1.33 144,109 4.69 19.6917
2024-11-14 2024-09-30 13F GRAHAM HLDGS COM CL B 384637104 167,514 -1,279 -0.76 137,650 16.57 18.6395
2024-08-16 2024-06-30 13F/A-1 GRAHAM HLDGS COM CL B 384637104 168,793 -1,518 -0.89 118,079 -9.69 17.1121
2024-08-14 2024-06-30 13F GRAHAM HLDGS COM CL B 384637104 168,793 -1,518 118,079 17.0458
2024-05-15 2024-03-31 13F GRAHAM HLDGS COM CL B 384637104 170,311 -3,724 -2.14 130,744 7.86 17.8350
2024-02-14 2023-12-31 13F GRAHAM HLDGS COM CL B 384637104 174,035 -2,013 -1.14 121,219 18.11 18.0246
2023-11-14 2023-09-30 13F GRAHAM HLDGS COM CL B 384637104 176,048 94 0.05 102,636 2.07 15.7534
2023-08-14 2023-06-30 13F GRAHAM HLDGS COM CL B 384637104 175,954 7,092 4.20 100,554 -0.06 15.5208
2023-05-15 2023-03-31 13F GRAHAM HLDGS COM CL B 384637104 168,862 -1,195 -0.70 100,615 -2.08 16.4912
2023-02-14 2022-12-31 13F GRAHAM HLDGS COM CL B 384637104 170,057 -2,066 -1.20 102,750 10.96 16.0970
2022-11-14 2022-09-30 13F GRAHAM HLDGS COM CL B 384637104 172,123 1,429 0.84 92,599 -2.85 15.4278
2022-08-12 2022-06-30 13F GRAHAM HLDGS COM CL B 384637104 170,694 4,464 2.69 95,316 -3.07 14.3535
2022-05-16 2022-03-31 13F GRAHAM HLDGS COM CL B 384637104 166,230 1,342 0.81 98,337 -5.31 14.8160
2022-02-14 2021-12-31 13F GRAHAM HLDGS COM CL B 384637104 164,888 -8,934 -5.14 103,852 1.41 14.5542
2021-11-15 2021-09-30 13F GRAHAM HLDGS COM CL B 384637104 173,822 1,913 1.11 102,409 -6.02 13.8963
2021-08-16 2021-06-30 13F GRAHAM HLDGS COM CL B 384637104 171,909 1,892 1.11 108,973 -2.01 14.2939
2021-05-17 2021-03-31 13F GRAHAM HLDGS COM CL B 384637104 170,017 6,163 3.76 111,208 27.24 14.5773
2021-02-16 2020-12-31 13F GRAHAM HLDGS COM CL B 384637104 163,854 14,176 9.47 87,397 44.49 13.2718
2020-11-16 2020-09-30 13F GRAHAM HLDGS COM 384637104 149,678 2,331 1.58 60,486 19.80 10.6135
2020-08-14 2020-06-30 13F GRAHAM HLDGS COM CL B 384637104 147,347 1,210 0.83 50,491 1.27 9.2247
2020-05-14 2020-03-31 13F Graham Hldgs COM 384637104 146,137 31,814 27.83 49,858 -31.75 9.5718
2020-02-14 2019-12-31 13F GRAHAM HLDGS COM 384637104 114,323 -4,602 -3.87 73,051 -7.41 10.0360
2019-11-14 2019-09-30 13F Graham Hldgs COM 384637104 118,925 -1,514 -1.26 78,901 -5.06 10.3363
2019-08-12 2019-06-30 13F GRAHAM HLDGS COM 384637104 120,439 -2,665 -2.16 83,107 -1.18 10.9420
2019-05-14 2019-03-31 13F GRAHAM HLDGS COM 384637104 123,104 -122 -0.10 84,102 6.54 11.6280
2019-02-14 2018-12-31 13F GRAHAM HLDGS COM 384637104 123,226 1,883 1.55 78,936 12.29 11.4613
2018-11-13 2018-09-30 13F GRAHAM HLDGS COM 384637104 121,343 9,747 8.73 70,294 7.47 8.9373
2018-08-28 2018-06-30 13F/A-1 GRAHAM HLDGS COM 384637104 111,596 869 0.78 65,406 -1.92 8.7056
2018-08-13 2018-06-30 13F GRAHAM HLDGS COM 384637104 111,596 869 65,406
2018-05-14 2018-03-31 13F GRAHAM HLDGS COM 384637104 110,727 8,133 7.93 66,685 16.41 9.5110
2018-02-14 2017-12-31 13F Graham Hldgs COM 384637104 102,594 6,012 6.22 57,283 1.37 8.7221
2017-11-13 2017-09-30 13F GRAHAM HLDGS COM 384637104 96,582 2,017 2.13 56,510 -0.35 9.0562
2017-08-14 2017-06-30 13F GRAHAM HLDGS COM 384637104 94,565 812 0.87 56,706 0.88 9.0562
2017-05-15 2017-03-31 13F GRAHAM HLDGS COM 384637104 93,753 2,331 2.55 56,210 20.10 9.6200
2017-02-14 2016-12-31 13F GRAHAM HLDGS COM 384637104 91,422 9,212 11.21 46,803 18.27 8.4856
2016-11-14 2016-09-30 13F Graham Hldgs COM 384637104 82,210 -21,637 -20.84 39,574 -22.16 6.9622
2016-08-15 2016-06-30 13F Graham Hldgs COM 384637104 103,847 5,759 5.87 50,837 7.98 8.4228
2016-05-16 2016-03-31 13F Graham Hldgs COM 384637104 98,088 8,840 9.90 47,082 8.78 8.3343
2016-02-16 2015-12-31 13F Graham Hldgs COM 384637104 89,248 419 0.47 43,283 -15.55 8.2228
2015-11-16 2015-09-30 13F Graham Hldgs COM 384637104 88,829 180 0.20 51,255 -46.22 9.3888
2015-08-14 2015-06-30 13F Graham Hldgs COM 384637104 88,649 595 0.68 95,302 3.11 16.6247
2015-05-14 2015-03-31 13F Graham Hldgs COM 384637104 88,054 2,497 2.92 92,425 25.07 16.2790
2015-02-17 2014-12-31 13F Graham Hldgs COM 384637104 85,557 5,281 6.58 73,897 31.58 14.1520
2014-11-14 2014-09-30 13F Graham Hldgs COM 384637104 80,276 5,835 7.84 56,160 5.06 11.5522
2014-08-14 2014-06-30 13F Graham Hldgs COM 384637104 74,441 9,928 15.39 53,457 17.74 11.2443
2014-05-15 2014-03-31 13F Graham Hldgs COM 384637104 64,513 8,763 15.72 45,401 22.77 9.9263
2014-02-14 2013-12-31 13F Graham Hldgs COM 384637104 55,750 8,456 17.88 36,980 27.90 8.5144
2013-11-14 2013-09-30 13F Washington Post CL B 939640108 47,294 3,098 7.01 28,913 35.23 7.9241
2013-08-14 2013-06-30 13F Washington Post CL B 939640108 44,196 44,196 21,381 6.4368
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.