1
GHC
GRAHAM HLDGS CO · Industrials
Consensus score 1/100 · #219 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
1.0%
of their portfolios
Combined value
$45M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Southeastern / Longleaf Deep value | 2.0% | $40M | ADD |
| Markel Group Concentrated | 0.0% | $5M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.