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The London Company Small Cap's investment thesis on Graham Holdings Company ($GHC) — Q3 2025 | Buyside Digest

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$GHCGraham Holdings Company

BULL

The London Company Small Cap

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$1213.48USD

Current Market Price

Market Cap$5.1B

Pitch Price$1161.41

Technical Chart

From the Fund Letter

Outperformed on strong 2Q results, led by solid growth in Kaplan Education and continued expansion of its Healthcare segment. Also likely benefited...

— The London Company of Virginia, LLC

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What other investors think about $GHC, and what else The London Company Small Cap is buying.

Other pitches on $GHC

Other investors who've written on Graham Holdings Company

Longleaf Partners Small-Cap FundBULL

Pitched Jan 1, 2025

Graham Holdings continues to trade at a compelling single-digit multiple of free cash flow when accounting for non-earning assets. High FCF generation...

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