ELKHORN PARTNERS LIMITED PARTNERSHIP — 13F Holdings & Portfolio
CIK 928400 · latest 13F-HR filed 2026-08-13
ELKHORN PARTNERS LIMITED PARTNERSHIP manages $116.7M in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.A (32.08%), BRK.B (23.42%), WTM (21.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 10, added to 21, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
8405 INDIAN HILLS DRIVE, #2A8
OMAHA, NE 68114
$116.7M
Long-equity book
50
Distinct positions
2026-06-30
Filed 2026-08-13
+12 / −10 / ↑21 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC CAP STK$1.0M +21.9%
- ALPHABET INC CAP STK$963.8K +23.2%
- QXO INC$393.4K +1841.4%
- APPLE INC$343.6K +11.2%
- KIMBERLY CLARK CORP$288.0K +43.9%
Top Trims
- WHITE MTNS INS GROUP LTD-$2.4M -8.4%
- CADIZ INC-$417.5K -13.2%
- MEDIAALPHA INC-$157.3K -73.6%
- AMERICAN EXPRESS CO-$72.0K -68.0%
- DOW INC-$36.9K -40.3%
New Positions
- CME GROUP INC$993.7K
- FOX CORP CL B$374.7K
- MICROSOFT CORP$309.6K
- BOSTON SCIENTIFIC CORP$192.1K
- DUPONT DE NEMOURS INC$162.8K
Exited Positions
- KENNEDY-WILSON HOLDINGS INC$45.4M
- MICROSOFT CORP$209.1K
- DUPONT DE NEMOURS INC$151.1K
- CLEVELAND-CLIFFS INC NEW$80.3K
- DELL TECHNOLOGIES INC$49.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $37.4M | 32.08% | 50 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $27.3M | 23.42% | 54,630 | SH |
| 3 | WHITE MTNS INS GROUP LTD | WTM | G9618E107 | $25.5M | 21.89% | 12,320 | SH |
| 4 | ALPHABET INC CAP STK | GOOGL | 02079K305 | $5.6M | 4.78% | 15,600 | SH |
| 5 | ALPHABET INC CAP STK | GOOG | 02079K107 | $5.1M | 4.39% | 14,500 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $3.4M | 2.93% | 11,800 | SH |
| 7 | CADIZ INC | CDZI | 127537207 | $2.7M | 2.35% | 656,000 | SH |
| 8 | BOEING CO | BA | 097023105 | $1.1M | 0.91% | 4,900 | SH |
| 9 | CME GROUP INC | CME | 12572Q105 | $993.7K | 0.85% | 4,500 | SH |
| 10 | KIMBERLY CLARK CORP | KMB | 494368103 | $944.0K | 0.81% | 8,600 | SH |
| 11 | CITIGROUP INC | C | 172967424 | $825.8K | 0.71% | 5,900 | SH |
| 12 | INTERNATIONAL FLAVORS&FRAGRA | IFF | 459506101 | $625.8K | 0.54% | 7,900 | SH |
| 13 | QXO INC | QXO | 82846H405 | $414.7K | 0.36% | 24,000 | SH |
| 14 | FOX CORP CL B | FOX | 35137L204 | $374.7K | 0.32% | 8,000 | SH |
| 15 | FACEBOOK INC. | META | 30303M102 | $366.1K | 0.31% | 650 | SH |
| 16 | PALO ALTO NETWORKS INC | PANW | 697435105 | $341.0K | 0.29% | 1,000 | SH |
| 17 | ADOBE SYSTEMS INCORPORATED | ADBE | 00724F101 | $338.3K | 0.29% | 1,650 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $309.6K | 0.27% | 830 | SH |
| 19 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $303.1K | 0.26% | 4,200 | SH |
| 20 | SALESFORCE INC | CRM | 79466L302 | $250.7K | 0.21% | 1,600 | SH |
| 21 | PFIZER INC | PFE | 717081103 | $204.7K | 0.18% | 8,500 | SH |
| 22 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $192.1K | 0.16% | 4,500 | SH |
| 23 | NETFLIX INC | NFLX | 64110L106 | $164.2K | 0.14% | 2,300 | SH |
| 24 | DUPONT DE NEMOURS INC | DD | 26614N201 | $162.8K | 0.14% | 1,200 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $143.0K | 0.12% | 600 | SH |
| 26 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $137.2K | 0.12% | 330 | SH |
| 27 | FIVE POINT HOLDINGS LLC COM | FPH | 33833Q106 | $121.2K | 0.10% | 23,000 | SH |
| 28 | ACACIA RESH CORP ACACIA TCH | ACTG | 003881307 | $116.5K | 0.10% | 25,000 | SH |
| 29 | CRISPR THERAPEUTICS AG NAMEN | CRSP | H17182108 | $109.1K | 0.09% | 2,000 | SH |
| 30 | GE HEALTHCARE TECHNOLOGIES | GEHC | 36266G107 | $102.4K | 0.09% | 1,600 | SH |
| 31 | SERVICENOW INC | NOW | 81762P102 | $99.3K | 0.09% | 1,000 | SH |
| 32 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $86.4K | 0.07% | 900 | SH |
| 33 | NVIDIA CORPORATION | NVDA | 67066G104 | $84.0K | 0.07% | 420 | SH |
| 34 | ATLANTA BRAVES HLDGS INC | BATRK | 047726302 | $83.0K | 0.07% | 1,600 | SH |
| 35 | HERSHEY CO | HSY | 427866108 | $70.2K | 0.06% | 400 | SH |
| 36 | CARDIFF ONCOLOGY INC | CRDF | 14147L108 | $62.4K | 0.05% | 48,000 | SH |
| 37 | MEDIAALPHA INC | MAX | 58450V104 | $56.6K | 0.05% | 4,500 | SH |
| 38 | DOW INC | DOW | 260557103 | $54.7K | 0.05% | 2,000 | SH |
| 39 | OCCIDENTAL PETE CORP | OXY | 674599105 | $48.6K | 0.04% | 1,000 | SH |
| 40 | SHAKE SHACK INC. | SHAK | 819047101 | $44.8K | 0.04% | 800 | SH |
| 41 | NEPHROS INC | NEPH | 640671400 | $39.3K | 0.03% | 11,000 | SH |
| 42 | PERSHING SQUARE USA LTD | PSUS | 71531T105 | $37.4K | 0.03% | 1,000 | SH |
| 43 | AMERICAN EXPRESS CO | AXP | 025816109 | $33.8K | 0.03% | 100 | SH |
| 44 | READING INTL INC | RDI | 755408101 | $33.3K | 0.03% | 26,000 | SH |
| 45 | CABLE ONE INC | CABO | 12685J105 | $29.2K | 0.03% | 550 | SH |
| 46 | FG NEXUS INC | FGNX | 30329Y403 | $25.9K | 0.02% | 5,000 | SH |
| 47 | FORRESTER RESH INC | FORR | 346563109 | $25.2K | 0.02% | 3,000 | SH |
| 48 | BIOHAVEN LTD | BHVN | G1110E107 | $16.4K | 0.01% | 1,100 | SH |
| 49 | MOUNT LOGAN CAP INC | MLCI | 62188E103 | $5.2K | 0.00% | 1,500 | SH |
| 50 | CREATIVE REALITIES INC | CREX | 22530J309 | $62 | 0.00% | 15 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $116.7M | 50 | 0000900440-26-000043 |
| 2026-03-31 | 2026-05-14 | $157.1M | 48 | 0000900440-26-000041 |
| 2025-12-31 | 2026-02-17 | $158.3M | 50 | 0000900440-26-000011 |
| 2025-09-30 | 2025-11-13 | $147.3M | 37 | 0000928400-25-000002 |