2026 Q1 Portfolio Activity
In 2026 Q1, ELKHORN PARTNERS LIMITED PARTNERSHIP maintained a portfolio of 59 distinct positions. The most significant new addition was SALESFORCE INC, now representing 0.15% of the total fund value. They heavily accumulated shares in KIMBERLY CLARK CORP, increasing the position by 172.0%. The fund also reduced its exposure to OCCIDENTAL PETE CORP by 98.2%.
Position History
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Total Positions
59
Quarter
2026 Q1
Top Holding
KW (28.9%)
Top 10 Concentration
96.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 59
ELKHORN PARTNERS LIMITED PARTNERSHIP Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KW
KENNEDY-WILSON ...
|
Real Estate | 28.92% | 25.86% |
#1
Prev: #1
|
6.5 |
—
|
-35,500 | -0.8% |
P
S
|
4,199,000 | $45,433,180 |
$7.43
+48.2%
|
2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 22.86% | 23.84% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
50 | $35,907,000 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WTM
WHITE MTNS INS ...
|
Financial Services | 17.76% | 17.85% |
#3
Prev: #3
|
5.5 |
—
|
-898 | -6.6% |
P
S
|
12,700 | $27,901,392 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 16.60% | 17.16% |
#4
Prev: #4
|
5.0 |
—
|
375 | 0.7% |
P
S
|
54,420 | $26,078,064 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 2.91% | 3.24% |
#5
Prev: #5
|
2.2 |
—
|
-500 | -3.0% |
P
S
|
15,900 | $4,572,204 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 2.65% | 2.87% |
#6
Prev: #6
|
2.1 |
—
|
no change | no change |
P
S
|
14,500 | $4,159,470 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CDZI
CADIZ INC
|
Utilities | 2.01% | 2.31% |
#7
Prev: #7
|
1.3 |
—
|
-8,500 | -1.3% |
P
S
|
643,500 | $3,159,585 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.96% | 1.98% |
#8
Prev: #8
|
1.3 |
—
|
540 | 4.7% |
P
S
|
12,100 | $3,070,859 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BA
BOEING CO
|
Industrials | 0.62% | 0.57% |
#9
1
Prev: #10
|
2.2 |
—
|
740 | 17.8% |
P
S
|
4,900 | $975,247 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.44% | 0.46% |
#10
1
Prev: #11
|
0.7 |
—
|
-100 | -1.6% |
P
S
|
6,100 | $691,801 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KMB
KIMBERLY CLARK ...
|
Consumer Defensive | 0.42% | 0.16% |
#11
5
Prev: #16
|
3.2 |
—
|
4,300 | 172.0% |
P
S
|
6,800 | $655,996 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IFF
INTERNATIONAL F...
|
Basic Materials | 0.38% | 0.39% |
#12
1
Prev: #13
|
0.7 |
—
|
-900 | -9.9% |
P
S
|
8,200 | $594,910 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.25% | 0.13% |
#13
4
Prev: #17
|
3.1 |
—
|
390 | 125.8% |
P
S
|
700 | $400,491 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ADBE
ADOBE SYSTEMS I...
|
Technology | 0.19% | 0.27% |
#14
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
1,200 | $291,696 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.15% | — |
#15
Prev: #—
|
3.6 |
—
|
1,300 | — |
NEW
|
1,300 | $242,671 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.15% | — |
#16
Prev: #—
|
3.6 |
—
|
1,500 | — |
NEW
|
1,500 | $240,480 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MAX
MEDIAALPHA INC
|
Communication Services | 0.14% | — |
#17
Prev: #—
|
3.6 |
—
|
23,000 | — |
NEW
|
23,000 | $213,900 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
N/A
MICROSOFT CORP
|
|
Unknown | 0.13% | — |
#18
Prev: #—
|
3.6 |
—
|
565 | — |
NEW
|
565 | $209,146 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
PFE
PFIZER INC
|
Healthcare | 0.13% | 0.11% |
#19
1
Prev: #20
|
2.1 |
—
|
400 | 5.7% |
P
S
|
7,400 | $207,792 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.12% | 0.10% |
#20
2
Prev: #22
|
2.5 |
—
|
700 | 36.8% |
P
S
|
2,600 | $187,018 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 0.10% | 0.06% |
#21
6
Prev: #27
|
3.0 |
—
|
700 | 70.0% |
P
S
|
1,700 | $163,455 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.10% | 0.03% |
#22
9
Prev: #31
|
3.0 |
—
|
530 | 265.0% |
P
S
|
730 | $152,037 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DD
DUPONT DE NEMOU...
|
Basic Materials | 0.10% | 0.12% |
#23
4
Prev: #19
|
0.0 |
—
|
-1,600 | -32.7% |
P
S
|
3,300 | $151,140 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.09% | — |
#24
Prev: #—
|
3.5 |
—
|
1,300 | — |
NEW
|
1,300 | $135,915 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.08% | 0.19% |
#25
10
Prev: #15
|
0.0 |
—
|
-430 | -47.8% |
P
S
|
470 | $127,177 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ACTG
ACACIA RESH COR...
|
Industrials | 0.08% | 0.08% |
#26
2
Prev: #24
|
0.0 |
—
|
-9,500 | -27.5% |
P
S
|
25,000 | $120,250 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.07% | — |
#27
Prev: #—
|
3.5 |
—
|
350 | — |
NEW
|
350 | $105,868 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FPH
FIVE POINT HOLD...
|
Real Estate | 0.06% | 0.07% |
#28
3
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
21,000 | $101,640 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DOW
DOW INC
|
Basic Materials | 0.06% | 0.39% |
#29
17
Prev: #12
|
0.0 |
—
|
-24,300 | -91.7% |
P
S
|
2,200 | $91,630 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRSP
CRISPR THERAPEU...
|
Healthcare | 0.06% | 0.05% |
#30
1
Prev: #29
|
2.0 |
—
|
240 | 14.5% |
P
S
|
1,900 | $90,383 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CLF
CLEVELAND-CLIFF...
|
Basic Materials | 0.05% | 0.10% |
#31
10
Prev: #21
|
0.0 |
—
|
-2,900 | -23.4% |
P
S
|
9,500 | $80,275 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRDF
CARDIFF ONCOLOG...
|
Healthcare | 0.05% | 0.07% |
#32
6
Prev: #26
|
2.0 |
—
|
6,400 | 16.8% |
P
S
|
44,500 | $72,090 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BATRK
ATLANTA BRAVES ...
|
Communication Services | 0.04% | 0.04% |
#33
3
Prev: #30
|
2.0 |
—
|
100 | 6.7% |
P
S
|
1,600 | $68,320 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.03% | — |
#34
Prev: #—
|
3.5 |
—
|
300 | — |
NEW
|
300 | $52,320 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.03% | 0.02% |
#35
1
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
300 | $49,239 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.03% | — |
#36
Prev: #—
|
3.5 |
—
|
500 | — |
NEW
|
500 | $48,190 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 0.03% | 0.99% |
#37
28
Prev: #9
|
0.0 |
—
|
-37,300 | -98.2% |
P
S
|
700 | $45,500 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.02% | 0.03% |
#38
6
Prev: #32
|
1.0 |
—
|
no change | no change |
P
S
|
300 | $37,638 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NEPH
NEPHROS INC
|
Healthcare | 0.02% | 0.02% |
#39
4
Prev: #35
|
3.0 |
—
|
5,000 | 71.4% |
P
S
|
12,000 | $35,760 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RDI
READING INTL IN...
|
Communication Services | 0.02% | 0.02% |
#40
3
Prev: #37
|
1.0 |
—
|
no change | no change |
P
S
|
26,000 | $29,380 | 2006 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FORR
FORRESTER RESH ...
|
Industrials | 0.02% | 0.02% |
#41
2
Prev: #39
|
3.0 |
—
|
2,000 | 66.7% |
P
S
|
5,000 | $28,300 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FISV
FISSERV INC
|
Unknown | 0.01% | 0.01% |
#42
4
Prev: #46
|
3.0 |
—
|
270 | 207.7% |
P
S
|
400 | $22,320 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QXO
QXO INC
|
Industrials | 0.01% | — |
#43
Prev: #—
|
3.5 |
—
|
1,100 | — |
NEW
|
1,100 | $21,362 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 0.01% | 0.01% |
#44
1
Prev: #43
|
2.5 |
—
|
500 | 33.3% |
P
S
|
2,000 | $16,920 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FIG
FIGMA INC CLASS...
|
Technology | 0.01% | 0.01% |
#45
3
Prev: #42
|
2.5 |
—
|
100 | 20.0% |
P
S
|
600 | $12,684 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HHH
HOWARD HUGHES H...
|
Real Estate | 0.01% | 0.02% |
#46
6
Prev: #40
|
0.0 |
—
|
-100 | -33.3% |
P
S
|
200 | $12,652 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FGF
FG NEXUS INC
|
Unknown | 0.01% | 0.01% |
#47
6
Prev: #41
|
0.0 |
—
|
-4,900 | -70.0% |
P
S
|
2,100 | $10,479 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CREX
CREATIVE REALIT...
|
Technology | 0.00% | 0.00% |
#48
2
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
15 | $52 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OFLX
OMEGA FLEX INC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #49) |
0.0 |
—
|
-100 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #48) |
0.0 |
—
|
-300 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 59 holdings