Graham Holdings (GHC) Gained from the Successful Turnaround of Its Kaplan Education Segment

3 weeks ago 22

Soumya Eswaran

Wed, February 25, 2026 astatine 6:53 AM CST 3 min read

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Longleaf experienced respective environments passim its acquisition successful small-cap investing. This year, the underlying developments successful the Fund’s holdings were much promising than the existent banal terms returns erstwhile compared to the people of ostentation positive 10% and the antithetic show of the Russell 2000. In Q4 2025, the Fund returned 1.13% compared to 2.40% for the Russell 3000 Index and 2.19% for the Russell 2000 Index. The Fund’s yearly instrumentality was 7.56% compared to 17.15% and 12.81% instrumentality for the indexes, respectively. In 2025, Southeastern demonstrated beardown show by protecting investments during marketplace volatility, emphasizing the worth of owning solid, escaped currency flow-generating companies implicit speculative fads. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Longleaf Partners Small-Cap Fund highlighted stocks specified arsenic Graham Holdings Company (NYSE:GHC). Graham Holdings Company (NYSE:GHC) is simply a diversified holding institution that operates crossed assorted segments, similar education, tv broadcasting, and healthcare. The one-month instrumentality of Graham Holdings Company (NYSE:GHC) was -6.58%, and its shares gained 9.76% of their worth implicit the past 52 weeks. On February 24, 2026, Graham Holdings Company (NYSE:GHC) banal closed astatine $1,067.83 per share, with a marketplace capitalization of $4.658 billion.

Longleaf Partners Small-Cap Fund stated the pursuing regarding Graham Holdings Company (NYSE:GHC) successful its 4th fourth 2025 capitalist letter:

"Graham Holdings Company (NYSE:GHC) – Diversified conglomerate GHC performed powerfully passim the year. The company’s Kaplan acquisition conception has aggregate subparts that are yet backmost to maturation successful aggregate aft a multi-year turnaround has borne fruit. It is encouraging that broadcast tv M&A has accrued this year, which could springiness GHC a unsocial accidental to turn and recognize its worth successful this segment. The healthcare conception continued its beardown maturation and looks to beryllium navigating a enactment alteration well. Overall, GHC remains connected discourtesy with its beardown nett currency equilibrium expanse and overfunded pension. Our P/V Podcast with CEO Tim O’Shaughnessy from earlier this twelvemonth remains a bully perceive if you would similar to larn much connected the company."

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Graham Holdings Company (NYSE:GHC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge money portfolios held Graham Holdings Company (NYSE:GHC) astatine the extremity of the 4th quarter, up from 23 successful the erstwhile quarter. While we admit the imaginable of Graham Holdings Company (NYSE:GHC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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