Elkhorn Partners Limited Partnership Portfolio Stock Holdings
Elkhorn Partners Limited Partnership disclosed 48 stock positions valued at approximately $157.1 million in its latest SEC 13F filing. The largest holdings include KENNEDY-WILSON HOLDINGS INC, BERKSHIRE HATHAWAY INC DEL, and WHITE MTNS INS GROUP LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 48
- Portfolio Value
- $157.1M
Holdings by Sector
Elkhorn Partners Limited Partnership Portfolio Holdings in Q1 2026
43 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KENNEDY-WILSON HOLDINGS INC | KW | Real Estate | 28.92% | 4,199,000 | -35,500 | -0.84% | $45,433,180 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 22.86% | 50 | - | - | $35,907,000 |
| WHITE MTNS INS GROUP LTD | G9618E107 | Other | 17.76% | 12,700 | -898 | -6.60% | $27,901,392 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 16.60% | 54,420 | +375 | +0.69% | $26,078,064 |
| ALPHABET INC CAP STK | GOOGL | Communication Services | 2.91% | 15,900 | -500 | -3.05% | $4,572,204 |
| ALPHABET INC CAP STK | GOOG | Communication Services | 2.65% | 14,500 | - | - | $4,159,470 |
| CADIZ INC | CDZI | Utilities | 2.01% | 643,500 | -8,500 | -1.30% | $3,159,585 |
| APPLE INC | AAPL | Technology | 1.96% | 12,100 | +540 | +4.67% | $3,070,859 |
| BOEING CO | BA | Industrials | 0.62% | 4,900 | +740 | +17.79% | $975,247 |
| CITIGROUP INC | C | Financial Services | 0.44% | 6,100 | -100 | -1.61% | $691,801 |
| KIMBERLY CLARK CORP | KMB | Consumer Defensive | 0.42% | 6,800 | +4,300 | +172.00% | $655,996 |
| INTERNATIONAL FLAVORS&FRAGRA | IFF | Basic Materials | 0.38% | 8,200 | -900 | -9.89% | $594,910 |
| META PLATFORMS INC | META | Communication Services | 0.25% | 700 | +390 | +125.81% | $400,491 |
| ADOBE SYSTEMS INCORPORATED | ADBE | Technology | 0.19% | 1,200 | - | - | $291,696 |
| SALESFORCE INC | CRM | Technology | 0.15% | 1,300 | +1,300 | +100.00% | $242,671 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.15% | 1,500 | +1,500 | +100.00% | $240,480 |
| MEDIAALPHA INC | MAX | Communication Services | 0.14% | 23,000 | +23,000 | +100.00% | $213,900 |
| PFIZER INC | PFE | Healthcare | 0.13% | 7,400 | +400 | +5.71% | $207,792 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.12% | 2,600 | +700 | +36.84% | $187,018 |
| NETFLIX INC | NFLX | Communication Services | 0.10% | 1,700 | +700 | +70.00% | $163,455 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.10% | 730 | +530 | +265.00% | $152,037 |
| DUPONT DE NEMOURS INC | DD | Basic Materials | 0.10% | 3,300 | -1,600 | -32.65% | $151,140 |
| SERVICENOW INC | NOW | Technology | 0.09% | 1,300 | +1,300 | +100.00% | $135,915 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.08% | 470 | -430 | -47.78% | $127,177 |
| ACACIA RESH CORP ACACIA TCH | ACTG | Industrials | 0.08% | 25,000 | -9,500 | -27.54% | $120,250 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.07% | 350 | +350 | +100.00% | $105,868 |
| FIVE POINT HOLDINGS LLC COM | FPH | Real Estate | 0.06% | 21,000 | - | - | $101,640 |
| DOW INC | DOW | Basic Materials | 0.06% | 2,200 | -24,300 | -91.70% | $91,630 |
| CLEVELAND-CLIFFS INC NEW | CLF | Basic Materials | 0.05% | 9,500 | -2,900 | -23.39% | $80,275 |
| CARDIFF ONCOLOGY INC | CRDF | Healthcare | 0.05% | 44,500 | +6,400 | +16.80% | $72,090 |
| ATLANTA BRAVES HLDGS INC | BATRK | Communication Services | 0.04% | 1,600 | +100 | +6.67% | $68,320 |
| NVIDIA CORPORATION | NVDA | Technology | 0.03% | 300 | +300 | +100.00% | $52,320 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.03% | 300 | - | - | $49,239 |
| DISNEY WALT CO | DIS | Communication Services | 0.03% | 500 | +500 | +100.00% | $48,190 |
| OCCIDENTAL PETE CORP | OXY | Energy | 0.03% | 700 | -37,300 | -98.16% | $45,500 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.02% | 300 | - | - | $37,638 |
| NEPHROS INC | NEPH | Healthcare | 0.02% | 12,000 | +5,000 | +71.43% | $35,760 |
| READING INTL INC | RDI | Communication Services | 0.02% | 26,000 | - | - | $29,380 |
| FORRESTER RESH INC | FORR | Industrials | 0.02% | 5,000 | +2,000 | +66.67% | $28,300 |
| FISSERV INC | FI | Technology | 0.01% | 400 | +270 | +207.69% | $22,320 |
| QXO INC | QXO | Technology | 0.01% | 1,100 | +1,100 | +100.00% | $21,362 |
| HOWARD HUGHES HOLDINGS INC | HHH | Real Estate | 0.01% | 200 | -100 | -33.33% | $12,652 |
| CREATIVE REALITIES INC | CREX | Technology | 0.00% | 15 | - | - | $52 |