ELKHORN PARTNERS LIMITED PARTNERSHIP
13F Reported Value
ⓘ$116.7M
Holdings
50
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ELKHORN PARTNERS LIMITED PARTNERSHIP disclosed 50 positions worth $116.7M in its Form 13F-HR for Q2 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 32.1% of the equity portfolio, followed by $BRK.B and $WTM. During the quarter the fund opened 10 new positions and exited 8 — including a new stake in $CME and a full exit from $KW. The portfolio is most concentrated in Financials (79.1% 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
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$37.4M50 sh - 73.8#126
Quality
$27.3M54,630 sh - $25.5M12,320 sh
- 78.2
Quality
$5.6M15,600 sh - 78.2
Quality
$5.1M14,500 sh - 76.4
Quality
$3.4M11,800 sh - 24.0
Quality
$2.7M656,000 sh - 61.6
Quality
$1.1M4,900 sh - 69.5
Quality
$993.7K4,500 sh - 58.7
Quality
$944.0K8,600 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8#126 | $37.4M | 50 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $27.3M | 54,630 |
 WHITE MOUNTAINS INSURANCE GROUP LTD$WTM | — | $25.5M | 12,320 |
 Alphabet Inc.$GOOG | 78.2 | $5.6M | 15,600 |
 Alphabet Inc.$GOOGL | 78.2 | $5.1M | 14,500 |
 Apple Inc.$AAPL | 76.4 | $3.4M | 11,800 |
 CADIZ INC$CDZI | 24.0 | $2.7M | 656,000 |
 BOEING CO$BA | 61.6 | $1.1M | 4,900 |
 CME GROUP INC.$CME | 69.5 | $993.7K | 4,500 |
 KIMBERLY CLARK CORP$KMB | 58.7 | $944.0K | 8,600 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ELKHORN PARTNERS LIMITED PARTNERSHIP's 50 positions.
Showing top 10 of 50 holdings.
Sector Allocation
Financials
$92.3M
Technology
$16.2M
Utilities
$2.7M
Materials
$1.8M
Industrials
$1.2M
Healthcare
$863,432
Communication Services
$684,471
Consumer Discretionary
$602,540
Full Holdings — ELKHORN PARTNERS LIMITED PARTNERSHIP (Q2 2026)
All 50 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 | $BRK.A | BERKSHIRE HATHAWAY INC | $37.4M | 32.1% | +0% | 73.8 |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $27.3M | 23.4% | +0% | 73.8 |
| 3 | $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $25.5M | 21.9% | -3% | — |
| 4 | $GOOG | Alphabet Inc. | $5.6M | 4.8% | -2% | 78.2 |
| 5 | $GOOGL | Alphabet Inc. | $5.1M | 4.4% | +0% | 78.2 |
| 6 | $AAPL | Apple Inc. | $3.4M | 2.9% | -2% | 76.4 |
| 7 | $CDZI | CADIZ INC | $2.7M | 2.4% | +2% | 24 |
| 8 | $BA | BOEING CO | $1.1M | 0.9% | +0% | 61.6 |
| 9 | $CME | CME GROUP INC. | $993,735 | 0.8% | NEW | 69.5 |
| 10 | $KMB | KIMBERLY CLARK CORP | $944,022 | 0.8% | +26% | 58.7 |
| 11 |  $C | CITIGROUP INC | $825,764 | 0.7% | -3% | 65 |
| 12 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $625,838 | 0.5% | -4% | 52.8 |
| 13 |  $QXO | QXO, Inc. | $414,720 | 0.4% | +2082% | 49 |
| 14 |  $FOX | Fox Corp | $374,720 | 0.3% | NEW | 64.5 |
| 15 |  $META | Meta Platforms, Inc. | $366,139 | 0.3% | -7% | 79.6 |
| 16 |  $PANW | Palo Alto Networks Inc | $341,020 | 0.3% | -33% | 65.5 |
| 17 |  $ADBE | ADOBE INC. | $338,283 | 0.3% | +38% | 77.6 |
| 18 |  $MSFT | MICROSOFT CORP | $309,607 | 0.3% | NEW | 79.8 |
| 19 |  $UBER | Uber Technologies, Inc | $303,072 | 0.3% | +62% | 73.5 |
| 20 |  $CRM | Salesforce, Inc. | $250,656 | 0.2% | +23% | 77 |
| 21 |  $PFE | PFIZER INC | $204,680 | 0.2% | +15% | 62 |
| 22 |  $BSX | BOSTON SCIENTIFIC CORP | $192,060 | 0.2% | NEW | 77.5 |
| 23 |  $NFLX | NETFLIX INC | $164,220 | 0.1% | +35% | 78.8 |
| 24 |  $DD | DuPont de Nemours, Inc. | $162,768 | 0.1% | -64% | 47 |
| 25 |  $AMZN | AMAZON COM INC | $143,004 | 0.1% | -18% | 68.7 |
| 26 |  $UNH | UNITEDHEALTH GROUP INC | $137,158 | 0.1% | -30% | 62.7 |
| 27 |  $FPH | Five Point Holdings, LLC | $121,210 | 0.1% | +10% | 30.5 |
| 28 |  $ACTG | ACACIA RESEARCH CORP | $116,500 | 0.1% | +0% | 47.1 |
| 29 |  $CRSP | CRISPR Therapeutics AG | $109,080 | 0.1% | +5% | 9.7 |
| 30 |  $GEHC | GE HealthCare Technologies Inc. | $102,416 | 0.1% | NEW | 55.7 |
| 31 |  $NOW | ServiceNow, Inc. | $99,280 | 0.1% | -23% | 72.9 |
| 32 |  $BABA | Alibaba Group Holding Ltd | $86,382 | 0.1% | +200% | — |
| 33 |  $NVDA | NVIDIA CORP | $84,038 | 0.1% | +40% | 85.9 |
| 34 |  $BATRA | Atlanta Braves Holdings, Inc. | $83,040 | 0.1% | +0% | 20.5 |
| 35 |  $HSY | HERSHEY CO | $70,180 | 0.1% | NEW | 65.7 |
| 36 |  $CRDF | Cardiff Oncology, Inc. | $62,400 | 0.1% | +8% | — |
| 37 |  $MAX | MediaAlpha, Inc. | $56,565 | 0.1% | -80% | 61.6 |
| 38 |  $DOW | DOW INC. | $54,720 | 0.1% | -9% | 40.2 |
| 39 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $48,570 | 0.0% | +43% | 62.6 |
| 40 |  $SHAK | Shake Shack Inc. | $44,816 | 0.0% | NEW | 55.6 |
| 41 |  $NEPH | NEPHROS INC | $39,270 | 0.0% | -8% | — |
| 42 |  $PSUS | Pershing Square USA, Ltd. | $37,380 | 0.0% | NEW | — |
| 43 |  $AXP | AMERICAN EXPRESS CO | $33,825 | 0.0% | -71% | 69.4 |
| 44 |  $RDI | READING INTERNATIONAL INC | $33,280 | 0.0% | +0% | 28 |
| 45 |  $CABO | Cable One, Inc. | $29,211 | 0.0% | NEW | 32.2 |
| 46 |  $FGNX | FG Nexus Inc. | $25,850 | 0.0% | +138% | 1.9 |
| 47 |  $FORR | FORRESTER RESEARCH, INC. | $25,230 | 0.0% | -40% | 24.7 |
| 48 |  $BHVN | Biohaven Ltd. | $16,368 | 0.0% | -45% | — |
| 49 |  $MLCI | Mount Logan Capital Inc. | $5,160 | 0.0% | NEW | 14.8 |
| 50 |  $CREX | CREATIVE REALITIES, INC. | $62 | 0.0% | +0% | 31.6 |
New Positions (10)
$CME CME GROUP INC.$993,735$FOX Fox Corp$374,720$MSFT MICROSOFT CORP$309,607$BSX BOSTON SCIENTIFIC CORP$192,060$GEHC GE HealthCare Technologies Inc.$102,416$HSY HERSHEY CO$70,180$SHAK Shake Shack Inc.$44,816$PSUS Pershing Square USA, Ltd.$37,380$CABO Cable One, Inc.$29,211$MLCI Mount Logan Capital Inc.$5,160
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