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: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GAMCO Investors Mario Gabelli | 13,549 | $14,884,931 | +1% | 0.14% |
| 2. | Bronte Capital John Hempton | 13,355 | $14,671,803 | -1% | 1.46% |
| 3. | Bayforest Capital Theodoros Tsagaris | 256 | $281,242 | +32% | 0.21% |
| 4. | Bailard Inc Thomas Bailard | 0 | $0 | 0% |
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: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 340,841 | $374,447,923 | 0.01% | |
| 2. | 11,946 | $13,123,876 | 0.55% | |
| 3. | 11,299 | $12,413,082 | 0% | |
| 4. | 11,198 | $12,302,122 | 0.01% | |
| 5. | 11,035 | $11,997,914 | 0.02% |
News See All
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