ELKHORN PARTNERS LIMITED PARTNERSHIP — 13F Holdings & Portfolio
CIK 928400 · latest 13F-HR filed 2026-05-14
ELKHORN PARTNERS LIMITED PARTNERSHIP manages $157.1M in 13F-reported U.S. long-equity assets across 48 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KW (28.92%), BRK.A (22.86%), WTM (17.76%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 11, added to 14, and trimmed 16.
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.
$157.1M
Long-equity book
48
Distinct positions
2026-03-31
Filed 2026-05-14
+9 / −11 / ↑14 / ↓16
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- KENNEDY-WILSON HOLDINGS INC$4.5M +11.0%
- KIMBERLY CLARK CORP$403.8K +160.1%
- META PLATFORMS INC$195.9K +95.7%
- AMAZON COM INC$105.9K +229.3%
- BOEING CO$72.0K +8.0%
Top Trims
- OCCIDENTAL PETE CORP-$1.5M -97.1%
- ALPHABET INC CAP STK-$561.0K -10.9%
- DOW INC-$527.9K -85.2%
- CADIZ INC-$498.1K -13.6%
- ALPHABET INC CAP STK-$390.6K -8.6%
New Positions
- SALESFORCE INC$242.7K
- PALO ALTO NETWORKS INC$240.5K
- MEDIAALPHA INC$213.9K
- MICROSOFT CORP$209.1K
- SERVICENOW INC$135.9K
Exited Positions
- QNITY ELECTRONICS INC$204.1K
- COSTCO WHSL CORP NEW$129.4K
- TAYLOR DEVICES INC$87.7K
- CTO RLTY GROWTH INC NEW$40.5K
- CME GROUP INC$27.3K
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 | KENNEDY-WILSON HOLDINGS INC | KW | 489398107 | $45.4M | 28.92% | 4,199,000 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $35.9M | 22.86% | 50 | SH |
| 3 | WHITE MTNS INS GROUP LTD | WTM | G9618E107 | $27.9M | 17.76% | 12,700 | SH |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $26.1M | 16.60% | 54,420 | SH |
| 5 | ALPHABET INC CAP STK | GOOGL | 02079K305 | $4.6M | 2.91% | 15,900 | SH |
| 6 | ALPHABET INC CAP STK | GOOG | 02079K107 | $4.2M | 2.65% | 14,500 | SH |
| 7 | CADIZ INC | CDZI | 127537207 | $3.2M | 2.01% | 643,500 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $3.1M | 1.96% | 12,100 | SH |
| 9 | BOEING CO | BA | 097023105 | $975.2K | 0.62% | 4,900 | SH |
| 10 | CITIGROUP INC | C | 172967424 | $691.8K | 0.44% | 6,100 | SH |
| 11 | KIMBERLY CLARK CORP | KMB | 494368103 | $656.0K | 0.42% | 6,800 | SH |
| 12 | INTERNATIONAL FLAVORS&FRAGRA | IFF | 459506101 | $594.9K | 0.38% | 8,200 | SH |
| 13 | META PLATFORMS INC | META | 30303M102 | $400.5K | 0.25% | 700 | SH |
| 14 | ADOBE SYSTEMS INCORPORATED | ADBE | 00724F101 | $291.7K | 0.19% | 1,200 | SH |
| 15 | SALESFORCE INC | CRM | 79466L302 | $242.7K | 0.15% | 1,300 | SH |
| 16 | PALO ALTO NETWORKS INC | PANW | 697435105 | $240.5K | 0.15% | 1,500 | SH |
| 17 | MEDIAALPHA INC | MAX | 58450V104 | $213.9K | 0.14% | 23,000 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918404 | $209.1K | 0.13% | 565 | SH |
| 19 | PFIZER INC | PFE | 717081103 | $207.8K | 0.13% | 7,400 | SH |
| 20 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $187.0K | 0.12% | 2,600 | SH |
| 21 | NETFLIX INC | NFLX | 64110L106 | $163.5K | 0.10% | 1,700 | SH |
| 22 | AMAZON COM INC | AMZN | 023135106 | $152.0K | 0.10% | 730 | SH |
| 23 | DUPONT DE NEMOURS INC | DD | 26614N102 | $151.1K | 0.10% | 3,300 | SH |
| 24 | SERVICENOW INC | NOW | 81762P102 | $135.9K | 0.09% | 1,300 | SH |
| 25 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $127.2K | 0.08% | 470 | SH |
| 26 | ACACIA RESH CORP ACACIA TCH | ACTG | 003881307 | $120.2K | 0.08% | 25,000 | SH |
| 27 | AMERICAN EXPRESS CO | AXP | 025816109 | $105.9K | 0.07% | 350 | SH |
| 28 | FIVE POINT HOLDINGS LLC COM | FPH | 33833Q106 | $101.6K | 0.06% | 21,000 | SH |
| 29 | DOW INC | DOW | 260557103 | $91.6K | 0.06% | 2,200 | SH |
| 30 | CRISPR THERAPEUTICS AG NAMEN | CRSP | H17182108 | $90.4K | 0.06% | 1,900 | SH |
| 31 | CLEVELAND-CLIFFS INC NEW | CLF | 185899101 | $80.3K | 0.05% | 9,500 | SH |
| 32 | CARDIFF ONCOLOGY INC | CRDF | 14147L108 | $72.1K | 0.05% | 44,500 | SH |
| 33 | ATLANTA BRAVES HLDGS INC | BATRK | 047726302 | $68.3K | 0.04% | 1,600 | SH |
| 34 | NVIDIA CORPORATION | NVDA | 67066G104 | $52.3K | 0.03% | 300 | SH |
| 35 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $49.2K | 0.03% | 300 | SH |
| 36 | DISNEY WALT CO | DIS | 254687106 | $48.2K | 0.03% | 500 | SH |
| 37 | OCCIDENTAL PETE CORP | OXY | 674599105 | $45.5K | 0.03% | 700 | SH |
| 38 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $37.6K | 0.02% | 300 | SH |
| 39 | NEPHROS INC | NEPH | 640671400 | $35.8K | 0.02% | 12,000 | SH |
| 40 | READING INTL INC | RDI | 755408101 | $29.4K | 0.02% | 26,000 | SH |
| 41 | FORRESTER RESH INC | FORR | 346563109 | $28.3K | 0.02% | 5,000 | SH |
| 42 | FISSERV INC | FISV | 337738108 | $22.3K | 0.01% | 400 | SH |
| 43 | QXO INC | QXO | 82846H405 | $21.4K | 0.01% | 1,100 | SH |
| 44 | BIOHAVEN LTD | BHVN | G1110E107 | $16.9K | 0.01% | 2,000 | SH |
| 45 | FIGMA INC CLASS A COM | FIG | 316841105 | $12.7K | 0.01% | 600 | SH |
| 46 | HOWARD HUGHES HOLDINGS INC | HHH | 44267T102 | $12.7K | 0.01% | 200 | SH |
| 47 | FG NEXUS INC | FGNX | 30329Y304 | $10.5K | 0.01% | 2,100 | SH |
| 48 | CREATIVE REALITIES INC | CREX | 22530J309 | $52 | 0.00% | 15 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |