greeksoup/ stock research
Stock research / United States / Funds / Elkhorn Partners Limited Partnership

Elkhorn Partners Limited Partnership

CIK 928400 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Elkhorn Partners Limited Partnership reported 50 US-listed holdings worth $116.7 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Berkshire Hathaway Inc. Del (32.1%), Berkshire Hathaway Inc. Class B (23.4%) and White Mtns Ins Group Ltd (21.9%). Against the quarter before, it opened 12 positions, added to 15, trimmed 16 and sold out of 10.

Reported holdings$116.7M-25.7% on Q1 2026
Positions50+2 on Q1 2026
The largest ten94.4%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toHeldTrimmed
Berkshire32.1%BRKB23.4%WTM21.9%GOOGL4.8%GOOG4.4%AAPL2.9%CDZI2.3%BA0.9%CME0.9%KMB0.8%C0.7%IFF0.5%36 more3.7%

The 14 largest of its 50 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $155.6 million in 45 positions$156MQ3 24Q4 2024: $152.3 million in 42 positions$152MQ4 24Q1 2025: $152.6 million in 35 positions$153MQ1 25Q2 2025: $137.5 million in 37 positions$138MQ2 25Q3 2025: $147.3 million in 37 positions$147MQ3 25Q4 2025: $158.3 million in 50 positions$158MQ4 25Q1 2026: $157.1 million in 48 positions$157MQ1 26Q2 2026: $116.7 million in 50 positions$117MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +15.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
90100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +15.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 12Added 15Held 7Trimmed 16Sold out 10
Opened: 12Added: 15Held: 7Trimmed: 16Sold out: 10

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 12

  1. CME Group Inc. CME$993,735
  2. Fox Corp. FOX$374,720
  3. Microsoft Corp. MSFT$309,607
  4. Boston Scientific Corp. BSX$192,060
  5. DuPont de Nemours, Inc. DD$162,768
  6. GE HealthCare Technologies Inc. GEHC$102,416
  7. Hershey Co. HSY$70,180
  8. Shake Shack Inc. SHAK$44,816

and 4 more in the table below

Added to 15

  1. Qxo Inc. QXO+22,900 shares · +2082%
  2. Kimberly Clark Corp. KMB+1,800 shares · +26%
  3. Uber Technologies, Inc. UBER+1,600 shares · +62%
  4. Berkshire Hathaway Inc. Class B BRKB+210 shares · +0%
  5. Adobe Inc. ADBE+450 shares · +38%
  6. Alibaba Group Holding Limited BABA+600 shares · +200%
  7. Cadiz Inc. CDZI+12,500 shares · +2%
  8. Salesforce, Inc. CRM+300 shares · +23%

and 7 more in the table below

Trimmed 16

  1. White Mtns Ins Group Ltd WTM-380 shares · -3%
  2. Mediaalpha Inc. MAX-18,500 shares · -80%
  3. Palo Alto Networks Inc. PANW-500 shares · -33%
  4. Alphabet Inc. GOOGL-300 shares · -2%
  5. Apple Inc. AAPL-300 shares · -2%
  6. American Express Co. AXP-250 shares · -71%
  7. UnitedHealth Group Inc. UNH-140 shares · -30%
  8. Amazon.com Inc. AMZN-130 shares · -18%

and 8 more in the table below

Sold out of 10

  1. Kennedy-Wilson Holdings Inc. KW$45.4 million last quarter
  2. Microsoft Corp.$209,146 last quarter
  3. DuPont de Nemours, Inc. DD$151,140 last quarter
  4. Cleveland-Cliffs Inc. CLF$80,275 last quarter
  5. Dell Technologies Inc. DELL$49,239 last quarter
  6. Walt Disney Co. DIS$48,190 last quarter
  7. Fiserv Inc. FISV$22,320 last quarter
  8. Figma Inc. FIG$12,684 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Berkshire Hathaway Inc. Del50$37.4 million32.08%no change
Berkshire Hathaway Inc. Class B BRKB54.6K$27.3 million23.42%+210
White Mtns Ins Group Ltd WTM12.3K$25.5 million21.89%-380
Alphabet Inc. GOOGL15.6K$5.6 million4.78%-300
Alphabet Inc. GOOG14.5K$5.1 million4.39%no change
Apple Inc. AAPL11.8K$3.4 million2.93%-300
Cadiz Inc. CDZI656.0K$2.7 million2.35%+12.5K
Boeing Co. BA4.9K$1.1 million0.91%no change
CME Group Inc. CME4.5K$993,7350.85%new
Kimberly Clark Corp. KMB8.6K$944,0220.81%+1.8K
Citigroup Inc. C5.9K$825,7640.71%-200
International Flavors & Fragrances Inc. IFF7.9K$625,8380.54%-300
Qxo Inc. QXO24.0K$414,7200.36%+22.9K
Fox Corp. FOX8.0K$374,7200.32%new
Meta Platforms, Inc. META650$366,1390.31%-50
Palo Alto Networks Inc. PANW1.0K$341,0200.29%-500
Adobe Inc. ADBE1.6K$338,2830.29%+450
Microsoft Corp. MSFT830$309,6070.27%new
Uber Technologies, Inc. UBER4.2K$303,0720.26%+1.6K
Salesforce, Inc. CRM1.6K$250,6560.21%+300
Pfizer Inc. PFE8.5K$204,6800.18%+1.1K
Boston Scientific Corp. BSX4.5K$192,0600.16%new
Netflix Inc. NFLX2.3K$164,2200.14%+600
DuPont de Nemours, Inc. DD1.2K$162,7680.14%new
Amazon.com Inc. AMZN600$143,0040.12%-130
UnitedHealth Group Inc. UNH330$137,1580.12%-140
Five Point Holdings LLC FPH23.0K$121,2100.10%+2.0K
Acacia Resh Corp. ACTG25.0K$116,5000.10%no change
Crispr Therapeutics AG CRSP2.0K$109,0800.09%+100
GE HealthCare Technologies Inc. GEHC1.6K$102,4160.09%new
ServiceNow, Inc. NOW1.0K$99,2800.09%-300
Alibaba Group Holding Limited BABA900$86,3820.07%+600
NVIDIA Corp. NVDA420$84,0380.07%+120
Atlanta Braves Holdings Inc BATRK1.6K$83,0400.07%no change
Hershey Co. HSY400$70,1800.06%new
Cardiff Oncology Inc. CRDF48.0K$62,4000.05%+3.5K
Mediaalpha Inc. MAX4.5K$56,5650.05%-18.5K
Dow Inc. DOW2.0K$54,7200.05%-200
Occidental Petroleum Corp. OXY1.0K$48,5700.04%+300
Shake Shack Inc. SHAK800$44,8160.04%new
Nephros Inc. NEPH11.0K$39,2700.03%-1.0K
Pershing Square USA Equi PSUS1.0K$37,3800.03%new
American Express Co. AXP100$33,8250.03%-250
Reading Intl Inc. RDI26.0K$33,2800.03%no change
Cable One Inc. CABO550$29,2110.03%new
FG Nexus Inc. FGNX5.0K$25,8500.02%new
Forrester Resh Inc. FORR3.0K$25,2300.02%-2.0K
Biohaven Ltd BHVN1.1K$16,3680.01%-900
Mount Logan Cap Inc. MLCI1.5K$5,1600.00%new
Creative Realities Inc. Com CREX15$620.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.