Longleaf Companions, managed by Southeastern Asset Administration, launched its “Small-Cap Fund” third-quarter 2025 investor letter. A replica of the letter might be downloaded right here. The fund returned 2.03% within the third quarter, in contrast with the Russell 3000’s 8.18% and the Russell 2000’s 12.39%. For extra data on the fund’s finest picks in 2025, please test its high 5 holdings.
In its third-quarter 2025 investor letter, Longleaf Companions Small-Cap Fund highlighted shares comparable to Graham Holdings Firm (NYSE:GHC). Graham Holdings Firm (NYSE:GHC) is a diversified holding firm. The one-month return of Graham Holdings Firm (NYSE:GHC) was 7.24%, and its shares gained 17.07% of their worth over the past 52 weeks. On December 1, 2025, Graham Holdings Firm (NYSE:GHC) inventory closed at $1,108.03 per share, with a market capitalization of $4.834 billion.
Longleaf Companions Small-Cap Fund said the next relating to Graham Holdings Firm (NYSE:GHC) in its third quarter 2025 investor letter:
“Graham Holdings Firm (NYSE:GHC) – Diversified conglomerate GHC continued its robust efficiency this yr with one other set of stable outcomes that grew our value-per-share within the mid-single-digit proportion vary. We should not have lots so as to add since our earlier observe and our P/V Podcast with CEO Tim O’Shaughnessy earlier this yr. It’s encouraging that broadcast tv M&A has elevated this yr, which may give GHC a singular alternative to develop and understand its worth per share on this essential section of its enterprise.”
Graham Holdings Firm (NYSE:GHC) is just not on our checklist of 30 Most In style Shares Amongst Hedge Funds. As per our database, 23 hedge fund portfolios held Graham Holdings Firm (NYSE:GHC) on the finish of the third quarter, which was 20 within the earlier quarter. Whereas we acknowledge the potential of Graham Holdings Firm (NYSE:GHC) as an funding, we consider sure AI shares provide larger upside potential and carry much less draw back threat. Should you’re searching for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the very best short-term AI inventory.
In one other article, we lined Graham Holdings Firm (NYSE:GHC) and shared The London Firm Small Cap Technique’s views on the corporate. As well as, please try our hedge fund investor letters Q3 2025 web page for extra investor letters from hedge funds and different main traders.
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Disclosure: None. This text is initially revealed at Insider Monkey.
