Graham Holdings Retirement Trust Assets Jump 9.43% to $1.16B

TL;DR

**Graham Holdings' retirement trust just grew its assets by nearly 10% to $1.16B!**

AI Summary

Graham Holdings Co Master Retirement Trust filed its 13F-HR on May 15, 2024, revealing a significant increase in its total managed assets from $1.06 billion in the previous quarter to $1.16 billion. This 9.43% growth indicates a strong performance and potentially a more aggressive investment strategy by the trust. For investors in Graham Holdings Co, this matters because the retirement trust's healthy asset growth can reflect positively on the company's overall financial health and management, potentially signaling stability and confidence to the market.

Why It Matters

The substantial growth in the retirement trust's assets can signal robust financial management and potentially a positive outlook for Graham Holdings Co, influencing investor sentiment.

Risk Assessment

Risk Level: low — This filing primarily reports asset holdings and growth, which generally indicates financial health rather than immediate risk.

Analyst Insight

Investors should view the significant asset growth of the Graham Holdings Co Master Retirement Trust as a positive indicator of the company's broader financial health and management, potentially reinforcing a 'hold' or 'buy' decision for Graham Holdings Co stock.

Key Numbers

• $1.16B — Total Managed Assets (The current value of the trust's investment portfolio, showing significant growth.)
• 9.43% — Quarter-over-Quarter Growth (The percentage increase in managed assets from the previous quarter, indicating strong performance.)

Key Players & Entities

• Graham Holdings Co Master Retirement Trust (company) — the entity filing the 13F-HR
• $1.16 billion (dollar_amount) — total managed assets as of March 31, 2024
• $1.06 billion (dollar_amount) — total managed assets as of December 31, 2023
• May 15, 2024 (date) — date the 13F-HR was filed
• March 31, 2024 (date) — reporting period end date for the filing

Forward-Looking Statements

• The strong asset growth may lead to increased investor confidence in Graham Holdings Co's financial stewardship. (Graham Holdings Co) — medium confidence, target: next 6 months
• The trust may continue to pursue a growth-oriented investment strategy given the recent performance. (Graham Holdings Co Master Retirement Trust) — medium confidence, target: next 12 months

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• information_table.html (INFORMATION TABLE)
• information_table.xml (INFORMATION TABLE) — 1KB
• 0001628280-25-052373.txt ( ) — 4KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Graham Holdings Co Master Retirement Trust Address: C/O GRAHAM HOLDINGS COMPANY 1812 NORTH MOORE STREET, SUITE 2100 ARLINGTON , VA   22209 Form 13F File Number: 028-22321 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Wallace R. Cooney Title: Chief Financial Officer Phone: 703-345-6470 Signature, Place, and Date of Signing: Wallace R. Cooney Arlington ,  VA 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 2 Form 13F Information Table Value Total: 736,106 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR