2026 Q2 Portfolio Activity
In 2026 Q2, ELKHORN PARTNERS LIMITED PARTNERSHIP maintained a portfolio of 60 distinct positions. The most significant new addition was CME GROUP INC, now representing 0.85% of the total fund value. They heavily accumulated shares in KIMBERLY CLARK CORP, increasing the position by 26.5%. Conversely, ELKHORN PARTNERS LIMITED PARTNERSHIP completely exited their position in KENNEDY-WILSON HOLDINGS INC.
Position History
hover any row below to update
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Total Positions
60
Quarter
2026 Q2
Top Holding
BRK/A (32.1%)
Top 10 Concentration
94.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 60
ELKHORN PARTNERS LIMITED PARTNERSHIP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 32.08% | 22.86% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
50 | $37,442,500 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 23.42% | 16.60% |
#2
2
Prev: #4
|
6.0 |
—
|
210 | 0.4% |
P
S
|
54,630 | $27,336,306 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WTM
WHITE MTNS INS ...
|
Financial Services | 21.89% | 17.76% |
#3
Prev: #3
|
5.5 |
—
|
-380 | -3.0% |
P
S
|
12,320 | $25,544,165 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 4.78% | 2.91% |
#4
1
Prev: #5
|
2.9 |
—
|
-300 | -1.9% |
P
S
|
15,600 | $5,574,972 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 4.39% | 2.65% |
#5
1
Prev: #6
|
3.3 |
—
|
no change | no change |
P
S
|
14,500 | $5,123,285 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AAPL
APPLE INC
|
Technology | 2.93% | 1.96% |
#6
2
Prev: #8
|
1.7 |
—
|
-300 | -2.5% |
P
S
|
11,800 | $3,414,448 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CDZI
CADIZ INC
|
Utilities | 2.35% | 2.01% |
#7
Prev: #7
|
1.4 |
—
|
12,500 | 1.9% |
P
S
|
656,000 | $2,742,080 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BA
BOEING CO
|
Industrials | 0.91% | 0.62% |
#8
1
Prev: #9
|
1.4 |
—
|
no change | no change |
P
S
|
4,900 | $1,060,703 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.85% | — |
#9
Prev: #—
|
3.8 |
—
|
4,500 | — |
NEW
|
4,500 | $993,735 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KMB
KIMBERLY CLARK ...
|
Consumer Defensive | 0.81% | 0.42% |
#10
1
Prev: #11
|
2.8 |
—
|
1,800 | 26.5% |
P
S
|
8,600 | $944,022 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.71% | 0.44% |
#11
1
Prev: #10
|
0.8 |
—
|
-200 | -3.3% |
P
S
|
5,900 | $825,764 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IFF
INTERNATIONAL F...
|
Basic Materials | 0.54% | 0.38% |
#12
Prev: #12
|
0.7 |
—
|
-300 | -3.7% |
P
S
|
7,900 | $625,838 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
QXO
QXO INC
|
Industrials | 0.36% | 0.01% |
#13
30
Prev: #43
|
3.1 |
—
|
22,900 | 2081.8% |
P
S
|
24,000 | $414,720 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FOX
FOX CORP CL B
|
Communication Services | 0.32% | — |
#14
Prev: #—
|
3.6 |
—
|
8,000 | — |
NEW
|
8,000 | $374,720 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
META
FACEBOOK INC.
|
Communication Services | 0.31% | 0.25% |
#15
2
Prev: #13
|
0.6 |
—
|
-50 | -7.1% |
P
S
|
650 | $366,139 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.29% | 0.15% |
#16
Prev: #16
|
0.1 |
—
|
-500 | -33.3% |
P
S
|
1,000 | $341,020 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ADBE
ADOBE SYSTEMS I...
|
Technology | 0.29% | 0.19% |
#17
3
Prev: #14
|
2.6 |
—
|
450 | 37.5% |
P
S
|
1,650 | $338,283 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.27% | — |
#18
Prev: #—
|
3.6 |
—
|
830 | — |
NEW
|
830 | $309,607 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.26% | 0.12% |
#19
1
Prev: #20
|
3.1 |
—
|
1,600 | 61.5% |
P
S
|
4,200 | $303,072 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.21% | 0.15% |
#20
5
Prev: #15
|
2.6 |
—
|
300 | 23.1% |
P
S
|
1,600 | $250,656 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.18% | 0.13% |
#21
2
Prev: #19
|
2.1 |
—
|
1,100 | 14.9% |
P
S
|
8,500 | $204,680 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.16% | — |
#22
Prev: #—
|
3.6 |
—
|
4,500 | — |
NEW
|
4,500 | $192,060 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 0.14% | 0.10% |
#23
2
Prev: #21
|
2.6 |
—
|
600 | 35.3% |
P
S
|
2,300 | $164,220 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
DUPONT DE NEMOU...
|
|
Unknown | 0.14% | — |
#24
Prev: #—
|
3.6 |
—
|
1,200 | — |
NEW
|
1,200 | $162,768 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.12% | 0.10% |
#25
3
Prev: #22
|
0.5 |
—
|
-130 | -17.8% |
P
S
|
600 | $143,004 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.12% | 0.08% |
#26
1
Prev: #25
|
0.0 |
—
|
-140 | -29.8% |
P
S
|
330 | $137,158 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FPH
FIVE POINT HOLD...
|
Real Estate | 0.10% | 0.06% |
#27
1
Prev: #28
|
2.0 |
—
|
2,000 | 9.5% |
P
S
|
23,000 | $121,210 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ACTG
ACACIA RESH COR...
|
Industrials | 0.10% | 0.08% |
#28
2
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
25,000 | $116,500 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRSP
CRISPR THERAPEU...
|
Healthcare | 0.09% | 0.06% |
#29
1
Prev: #30
|
2.0 |
—
|
100 | 5.3% |
P
S
|
2,000 | $109,080 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GEHC
GE HEALTHCARE T...
|
Healthcare | 0.09% | — |
#30
Prev: #—
|
3.5 |
—
|
1,600 | — |
NEW
|
1,600 | $102,416 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.09% | 0.09% |
#31
7
Prev: #24
|
0.0 |
—
|
-300 | -23.1% |
P
S
|
1,000 | $99,280 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.07% | 0.02% |
#32
6
Prev: #38
|
3.0 |
—
|
600 | 200.0% |
P
S
|
900 | $86,382 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.07% | 0.03% |
#33
1
Prev: #34
|
2.5 |
—
|
120 | 40.0% |
P
S
|
420 | $84,038 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BATRK
ATLANTA BRAVES ...
|
Communication Services | 0.07% | 0.04% |
#34
1
Prev: #33
|
1.0 |
—
|
no change | no change |
P
S
|
1,600 | $83,040 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 0.06% | — |
#35
Prev: #—
|
3.5 |
—
|
400 | — |
NEW
|
400 | $70,180 | 2008 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRDF
CARDIFF ONCOLOG...
|
Healthcare | 0.05% | 0.05% |
#36
4
Prev: #32
|
2.0 |
—
|
3,500 | 7.9% |
P
S
|
48,000 | $62,400 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MAX
MEDIAALPHA INC
|
Communication Services | 0.05% | 0.14% |
#37
20
Prev: #17
|
0.0 |
—
|
-18,500 | -80.4% |
P
S
|
4,500 | $56,565 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DOW
DOW INC
|
Basic Materials | 0.05% | 0.06% |
#38
9
Prev: #29
|
0.5 |
—
|
-200 | -9.1% |
P
S
|
2,000 | $54,720 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 0.04% | 0.03% |
#39
2
Prev: #37
|
2.5 |
—
|
300 | 42.9% |
P
S
|
1,000 | $48,570 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SHAK
SHAKE SHACK INC...
|
Consumer Cyclical | 0.04% | — |
#40
Prev: #—
|
3.5 |
—
|
800 | — |
NEW
|
800 | $44,816 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NEPH
NEPHROS INC
|
Healthcare | 0.03% | 0.02% |
#41
2
Prev: #39
|
0.5 |
—
|
-1,000 | -8.3% |
P
S
|
11,000 | $39,270 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
PERSHING SQUARE...
|
|
Unknown | 0.03% | — |
#42
Prev: #—
|
3.5 |
—
|
1,000 | — |
NEW
|
1,000 | $37,380 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.03% | 0.07% |
#43
16
Prev: #27
|
0.0 |
—
|
-250 | -71.4% |
P
S
|
100 | $33,825 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RDI
READING INTL IN...
|
Communication Services | 0.03% | 0.02% |
#44
4
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
26,000 | $33,280 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CABO
CABLE ONE INC
|
Communication Services | 0.03% | — |
#45
Prev: #—
|
3.5 |
—
|
550 | — |
NEW
|
550 | $29,211 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
FG NEXUS INC
|
|
Unknown | 0.02% | — |
#46
Prev: #—
|
3.5 |
—
|
5,000 | — |
NEW
|
5,000 | $25,850 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
FORR
FORRESTER RESH ...
|
Industrials | 0.02% | 0.02% |
#47
6
Prev: #41
|
0.0 |
—
|
-2,000 | -40.0% |
P
S
|
3,000 | $25,230 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 0.01% | 0.01% |
#48
4
Prev: #44
|
0.0 |
—
|
-900 | -45.0% |
P
S
|
1,100 | $16,368 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MLCI
MOUNT LOGAN CAP...
|
Financial Services | 0.00% | — |
#49
Prev: #—
|
3.5 |
—
|
1,500 | — |
NEW
|
1,500 | $5,160 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CREX
CREATIVE REALIT...
|
Technology | 0.00% | 0.00% |
#50
2
Prev: #48
|
1.0 |
—
|
no change | no change |
P
S
|
15 | $62 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 60 holdings