ELKHORN PARTNERS LIMITED PARTNERSHIP
13F Reported Value
ⓘ$157.1M
Holdings
48
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ELKHORN PARTNERS LIMITED PARTNERSHIP disclosed 48 positions worth $157.1M in its Form 13F-HR for Q1 2026, led by $KW (Kennedy-Wilson Holdings, Inc.) at 28.9% of the equity portfolio, followed by $BRK.A and $WTM. During the quarter the fund opened 9 new positions and exited 11 — including a new stake in $CRM and a full exit from $Q. The portfolio is most concentrated in Financials (57.8% of disclosed assets). All figures are sourced directly from ELKHORN PARTNERS LIMITED PARTNERSHIP’s Form 13F-HR filing with the SEC under CIK 928400.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 29.7#2,390
Quality
$45.4M4,199,000 sh - 64.5#634
Quality
$35.9M50 sh - $27.9M12,700 sh
- 64.5
Quality
$26.1M54,420 sh - 80.2
Quality
$4.6M15,900 sh - 80.2
Quality
$4.2M14,500 sh - 28.9
Quality
$3.2M643,500 sh - 76.1
Quality
$3.1M12,100 sh - 51.8
Quality
$975.2K4,900 sh - 54.8
Quality
$691.8K6,100 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Kennedy-Wilson Holdings, Inc.$KW | 29.7#2,390 | $45.4M | 4,199,000 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $35.9M | 50 |
 WHITE MOUNTAINS INSURANCE GROUP LTD$WTM | — | $27.9M | 12,700 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $26.1M | 54,420 |
 Alphabet Inc.$GOOG | 80.2 | $4.6M | 15,900 |
 Alphabet Inc.$GOOGL | 80.2 | $4.2M | 14,500 |
 CADIZ INC$CDZI | 28.9 | $3.2M | 643,500 |
 Apple Inc.$AAPL | 76.1 | $3.1M | 12,100 |
 BOEING CO$BA | 51.8 | $975.2K | 4,900 |
 CITIGROUP INC$C | 54.8 | $691.8K | 6,100 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ELKHORN PARTNERS LIMITED PARTNERSHIP's 48 positions.
Showing top 10 of 48 holdings.
Sector Allocation
Financials
$90.8M
Real Estate
$45.5M
Technology
$13.4M
Utilities
$3.2M
Materials
$1.6M
Industrials
$1.2M
Healthcare
$550,122
Communication Services
$309,345
Full Holdings — ELKHORN PARTNERS LIMITED PARTNERSHIP (Q1 2026)
All 48 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KW | Kennedy-Wilson Holdings, Inc. | $45.4M | 28.9% | -1% | 29.7 |
| 2 | $BRK.A | BERKSHIRE HATHAWAY INC | $35.9M | 22.9% | +0% | 64.5 |
| 3 | $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $27.9M | 17.8% | -7% | — |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $26.1M | 16.6% | +1% | 64.5 |
| 5 | $GOOG | Alphabet Inc. | $4.6M | 2.9% | -3% | 80.2 |
| 6 | $GOOGL | Alphabet Inc. | $4.2M | 2.6% | +0% | 80.2 |
| 7 | $CDZI | CADIZ INC | $3.2M | 2.0% | -1% | 28.9 |
| 8 | $AAPL | Apple Inc. | $3.1M | 2.0% | +5% | 76.1 |
| 9 | $BA | BOEING CO | $975,247 | 0.6% | +18% | 51.8 |
| 10 | $C | CITIGROUP INC | $691,801 | 0.4% | -2% | 54.8 |
| 11 |  $KMB | KIMBERLY CLARK CORP | $655,996 | 0.4% | +172% | 61.7 |
| 12 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $594,910 | 0.4% | -10% | 42.4 |
| 13 |  $META | Meta Platforms, Inc. | $400,491 | 0.3% | +126% | 80.9 |
| 14 |  $ADBE | ADOBE INC. | $291,696 | 0.2% | +0% | 80.4 |
| 15 |  $CRM | Salesforce, Inc. | $242,671 | 0.1% | NEW | 75.2 |
| 16 |  $PANW | Palo Alto Networks Inc | $240,480 | 0.1% | NEW | 66.5 |
| 17 |  $MAX | MediaAlpha, Inc. | $213,900 | 0.1% | NEW | 56.1 |
| 18 | — | MICROSOFT CORP | $209,146 | 0.1% | NEW | — |
| 19 |  $PFE | PFIZER INC | $207,792 | 0.1% | +6% | 69 |
| 20 |  $UBER | Uber Technologies, Inc | $187,018 | 0.1% | +37% | 79.3 |
| 21 |  $NFLX | NETFLIX INC | $163,455 | 0.1% | +70% | 86.7 |
| 22 |  $AMZN | AMAZON COM INC | $152,037 | 0.1% | +265% | 74.6 |
| 23 |  $DD | DuPont de Nemours, Inc. | $151,140 | 0.1% | -33% | 31.1 |
| 24 |  $NOW | ServiceNow, Inc. | $135,915 | 0.1% | NEW | 76 |
| 25 |  $UNH | UNITEDHEALTH GROUP INC | $127,177 | 0.1% | -48% | 66.8 |
| 26 |  $ACTG | ACACIA RESEARCH CORP | $120,250 | 0.1% | -28% | 48.6 |
| 27 |  $AXP | AMERICAN EXPRESS CO | $105,868 | 0.1% | NEW | 73.2 |
| 28 |  $FPH | Five Point Holdings, LLC | $101,640 | 0.1% | +0% | 35.3 |
| 29 |  $DOW | DOW INC. | $91,630 | 0.1% | -92% | 38 |
| 30 |  $CRSP | CRISPR Therapeutics AG | $90,383 | 0.1% | +14% | 4.5 |
| 31 |  $CLF | CLEVELAND-CLIFFS INC. | $80,275 | 0.1% | -23% | 35.7 |
| 32 |  $CRDF | Cardiff Oncology, Inc. | $72,090 | 0.1% | +17% | — |
| 33 |  $BATRA | Atlanta Braves Holdings, Inc. | $68,320 | 0.0% | +7% | 30.8 |
| 34 |  $NVDA | NVIDIA CORP | $52,320 | 0.0% | NEW | 90.2 |
| 35 |  $DELL | Dell Technologies Inc. | $49,239 | 0.0% | +0% | 76 |
| 36 |  $DIS | Walt Disney Co | $48,190 | 0.0% | NEW | 68.9 |
| 37 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $45,500 | 0.0% | -98% | 66.3 |
| 38 |  $BABA | Alibaba Group Holding Ltd | $37,638 | 0.0% | +0% | — |
| 39 |  $NEPH | NEPHROS INC | $35,760 | 0.0% | +71% | — |
| 40 |  $RDI | READING INTERNATIONAL INC | $29,380 | 0.0% | +0% | 25.6 |
| 41 |  $FORR | FORRESTER RESEARCH, INC. | $28,300 | 0.0% | +67% | 28.9 |
| 42 |  $FISV | FISERV INC | $22,320 | 0.0% | +208% | 67.4 |
| 43 |  $QXO | QXO, Inc. | $21,362 | 0.0% | NEW | 53.5 |
| 44 |  $BHVN | Biohaven Ltd. | $16,920 | 0.0% | +33% | — |
| 45 |  $FIG | Figma, Inc. | $12,684 | 0.0% | +20% | 45.2 |
| 46 |  $HHH | Howard Hughes Holdings Inc. | $12,652 | 0.0% | -33% | 38.4 |
| 47 |  $FGNX | FG Nexus Inc. | $10,479 | 0.0% | -70% | 15.4 |
| 48 |  $CREX | CREATIVE REALITIES, INC. | $52 | 0.0% | +0% | 29.6 |
New Positions (9)
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