Elkhorn Partners Limited Partnership

Elkhorn Partners Limited Partnership reported 50 holdings worth US$117M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Elkhorn Partners Limited Partnership reported 50 holdings worth US$117M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., White Mountains Insurance Group, Ltd. and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).

Holdings
50
Value as reported
US$117M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.129KUS$64.8M55.5%
White Mountains Insurance Group, Ltd.12,320US$25.5M21.9%
Alphabet Inc (google) Class C29,936US$10.7M9.2%
Apple Inc11,800US$3.41M2.9%
Cadiz, Inc.656KUS$2.74M2.3%
Boeing Company (the)4,900US$1.06M0.91%
Cme Group Inc.4,500US$994K0.85%
Kimberly-clark Corporation8,600US$944K0.81%
Citigroup, Inc.5,900US$826K0.71%
International Flavors & Fragrances, Inc.7,900US$626K0.54%
Qxo, Inc.24,000US$415K0.36%
Fox Corporation7,184US$375K0.32%
Meta Platforms, Inc.650US$366K0.31%
Palo Alto Networks, Inc.1,000US$341K0.29%
Adobe Inc.1,650US$338K0.29%
Microsoft Corp.830US$310K0.27%
Uber Technologies, Inc.4,200US$303K0.26%
Salesforce, Inc.1,600US$251K0.21%
Pfizer, Inc.8,500US$205K0.18%
Boston Scientific Corporation4,500US$192K0.16%
Netflix, Inc.2,300US$164K0.14%
Amazon.com, Inc.600US$143K0.12%
Unitedhealth Group Incorporated330US$137K0.12%
Five Point Holdings, Llc23,000US$121K0.10%
Acacia Research Corporation25,000US$117K0.10%
Ge Healthcare Technologies Inc.1,600US$102K0.09%
Servicenow, Inc.1,000US$99,2800.09%
Nvidia Corporation420US$84,0380.07%
Atlanta Braves Holdings, Inc. - Series A1,600US$83,0400.07%
The Hershey Company400US$70,1800.06%
Cardiff Oncology, Inc.48,000US$62,4000.05%
Mediaalpha, Inc.4,500US$56,5650.05%
Dow Inc.2,000US$54,7200.05%
Occidental Petroleum Corporation1,000US$48,5700.04%
Shake Shack, Inc.800US$44,8160.04%
Nephros, Inc.11,000US$39,2700.03%
Pershing Square Usa, Ltd.1,000US$37,3800.03%
American Express Company100US$33,8250.03%
Reading International Inc26,000US$33,2800.03%
Cable One, Inc.550US$29,2110.03%
Fg Nexus Inc.5,000US$25,8500.02%
Forrester Research, Inc.3,000US$25,2300.02%
Biohaven Ltd.1,100US$16,3680.01%
Mount Logan Capital Inc.1,500US$5,160<0.01%
Creative Realities, Inc.15US$62<0.01%
Figma Inc0US$00.00%
Fiserv, Inc.0US$00.00%
Howard Hughes Holdings Inc.0US$00.00%
Kennedy-wilson Holdings Inc.0US$00.00%
Cleveland-cliffs Inc.0US$00.00%
Dell Technologies Inc.0US$00.00%
Walt Disney Company (the)0US$00.00%
Dupont De Nemours, Inc.0US$00.00%

Source

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