Graham Holdings Co Master Retirement Trust
PensionCIK
1912699
Location
ARLINGTON, VA
Portfolio Value
Small
$111,031,366
Diversification
Highly concentrated
Filing Date
Global Rank
#5,127
/ 8,232
▲ 36
Top Industry
Insurance - Property & Casualty
100.0%
3Y Alpha vs SPY
-11.5%
Period ended 2 months ago
Filed May 15, 2026 · 29d
15 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+30.7%
SPY
+76.5%
Annualised alpha
-11.5%
Max drawdown
−19.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 100.0% | $111,031,366 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$111,031,366 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MKL |
Markel Group Inc.
Financial Services
|
Held | 58,008 | $111,031,366 | 100.00% |