Elkhorn Partners Limited Partnership Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Elkhorn Partners Limited Partnership disclosed 49 stock positions valued at approximately $116.71M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, BERKSHIRE HATHAWAY INC DEL, and WHITE MTNS INS GROUP LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $116.71M
Holdings by Sector
Elkhorn Partners Limited Partnership Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 32.08% | 50 | - | - | $37,442,500 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 23.42% | 54,630 | +210 | +0.39% | $27,336,306 |
| WHITE MTNS INS GROUP LTD | WTM | Financial Services | 21.89% | 12,320 | -380 | -2.99% | $25,544,165 |
| ALPHABET INC CAP STK | GOOGL | Communication Services | 4.78% | 15,600 | -300 | -1.89% | $5,574,972 |
| ALPHABET INC CAP STK | GOOG | Communication Services | 4.39% | 14,500 | - | - | $5,123,285 |
| APPLE INC | AAPL | Technology | 2.93% | 11,800 | -300 | -2.48% | $3,414,448 |
| CADIZ INC | CDZI | Utilities | 2.35% | 656,000 | +12,500 | +1.94% | $2,742,080 |
| BOEING CO | BA | Industrials | 0.91% | 4,900 | - | - | $1,060,703 |
| CME GROUP INC | CME | Financial Services | 0.85% | 4,500 | +4,400 | +4400.00% | $993,735 |
| KIMBERLY CLARK CORP | KMB | Consumer Defensive | 0.81% | 8,600 | +1,800 | +26.47% | $944,022 |
| CITIGROUP INC | C | Financial Services | 0.71% | 5,900 | -200 | -3.28% | $825,764 |
| INTERNATIONAL FLAVORS&FRAGRA | IFF | Basic Materials | 0.54% | 7,900 | -300 | -3.66% | $625,838 |
| QXO INC | QXO | Technology | 0.36% | 24,000 | +22,900 | +2081.82% | $414,720 |
| FOX CORP CL B | FOX | Communication Services | 0.32% | 8,000 | +8,000 | +100.00% | $374,720 |
| FACEBOOK INC. | META | Communication Services | 0.31% | 650 | -50 | -7.14% | $366,139 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.29% | 1,000 | -500 | -33.33% | $341,020 |
| ADOBE SYSTEMS INCORPORATED | ADBE | Technology | 0.29% | 1,650 | +450 | +37.50% | $338,283 |
| MICROSOFT CORP | MSFT | Technology | 0.27% | 830 | +830 | +100.00% | $309,607 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.26% | 4,200 | +1,600 | +61.54% | $303,072 |
| SALESFORCE INC | CRM | Technology | 0.21% | 1,600 | +300 | +23.08% | $250,656 |
| PFIZER INC | PFE | Healthcare | 0.18% | 8,500 | +1,100 | +14.86% | $204,680 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.16% | 4,500 | +4,500 | +100.00% | $192,060 |
| NETFLIX INC | NFLX | Communication Services | 0.14% | 2,300 | +600 | +35.29% | $164,220 |
| DUPONT DE NEMOURS INC | DD | Other | 0.14% | 1,200 | -2,100 | -63.64% | $162,768 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.12% | 600 | -130 | -17.81% | $143,004 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.12% | 330 | -140 | -29.79% | $137,158 |
| FIVE POINT HOLDINGS LLC COM | FPH | Real Estate | 0.10% | 23,000 | +2,000 | +9.52% | $121,210 |
| ACACIA RESH CORP ACACIA TCH | ACTG | Industrials | 0.10% | 25,000 | - | - | $116,500 |
| CRISPR THERAPEUTICS AG NAMEN | CRSP | Other | 0.09% | 2,000 | +100 | +5.26% | $109,080 |
| GE HEALTHCARE TECHNOLOGIES | GEHC | Healthcare | 0.09% | 1,600 | +1,600 | +100.00% | $102,416 |
Showing 30 of 49 holdings in the latest reporting period.