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:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Madison Avenue Partners Eli Samaha | 245,829 | $270,067,739 | 11.6% | |
| 2. | Wallace Capital Management Scott Wallace | 157,068 | $172,555,307 | -4% | 20.78% |
| 3. | AQR Capital Management Cliff Asness | 86,083 | $94,570,470 | -6% | 0.05% |
| 4. | Southeastern Asset Management Mason Hawkins | 35,721 | $39,243,090 | +2% | 1.75% |
| 5. | Millennium Management Israel Englander | 14,498 | $15,927,503 | +71% | 0.01% |
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:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 413,222 | $453,966,281 | 0.01% | |
| 2. | 340,841 | $374,447,923 | 0.01% | |
| 3. | 237,617 | $261,044,062 | 0.05% | |
| 4. | 126,942 | $139,458,481 | 0% | |
| 5. | 87,169 | $95,778,265 | 0.01% |
News See All
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Here’s What Makes Graham Holdings Co. (GHC) a Good Investment?
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