This is a routine administrative update reflecting a change in the company's share count and minor transactions. No escalation or de-escalation in the activist campaign is signaled. Monitor for any future amendments that include new demands or a change in purpose.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 2 $1,196.94entry
- T+1 · 2d ago +3.75%α +2.09% · $1,241.78
- T+3 · todayOpen
- T+5 · in 4d Pending
- T+20 · in 26d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Laura O'Shaughnessy filed an amendment to her Schedule 13D for Graham Holdings, updating her beneficial ownership to 12.0% of Class B common stock (434,689 shares) as of November 2, 2026. The filing reflects a change in outstanding shares reported in the company's recent 10-Q and certain earlier transactions by the reporting person, but does not indicate any new demands or changes in purpose.
Key Financial Metrics
Key Facts
- Laura O'Shaughnessy beneficially owns 434,689 shares of Class B Common Stock, representing 12.0% of shares outstanding.
- Ownership includes 191,705 Class A shares held in trusts for siblings (shared voting via proxy), 200,197 Class A shares held in trusts for her father (sole voting via proxy), 19,922 Class A shares held jointly with spouse, and 22,865 Class B shares held jointly with spouse.
- The filing updates the percentage due to a change in outstanding shares reported in the company's October 29, 2026 10-Q and certain earlier transactions by the reporting person.
- No new demands, intentions, or changes in purpose were stated in this amendment.
Financial Impact
No financial impact; routine ownership update.
Risk Factors
- No material risks identified from this filing alone.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D/A Filing (Primary) | 0000950157-26-001154 |
| Document: 0000950157-26-001154-index.html | 0000950157-26-001154 |
| Document: 0000950157-26-001154.txt | 0000950157-26-001154 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | 8-K | $1,260.41 | awaiting T+60 | awaiting T+60 | $1,217.86 (−3.38%) |
Nov 3, 2026 2d ago | Institutional Cluster | $1,196.94 | awaiting T+60 | awaiting T+60 | $1,217.86 (+1.75%) |
Nov 2, 2026 3d ago | SC 13D/A | $1,196.94 | awaiting T+60 | awaiting T+60 | $1,217.86 (+1.75%) |
Oct 29, 2026 7d ago | 8-K | $1,162.04 | awaiting T+60 | awaiting T+60 | $1,217.86 (+4.80%) |
Aug 14, 2026 11w ago | Institutional Cluster | $1,191.20 | awaiting T+60 | awaiting T+60 | $1,217.86 (+2.24%) |
Jul 30, 2026 14w ago | 8-K | $1,225.52 $1,213.48 | ▼ −0.98% | ▼ −3.45% | $1,217.86 (−0.63%) |
Mar 24, 2026 32w ago | DEFA14A | $1,060.80 $1,144.66 | ▲ +7.90% | ▼ −6.42% | $1,217.86 (+14.81%) |
Feb 25, 2026 36w ago | 8-K | $1,049.49 $1,103.73 | ▲ +5.17% | ▼ −1.78% | $1,217.86 (+16.04%) |
US Market Status
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