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Latest ELKHORN PARTNERS LIMITED PARTNERSHIP Stock Portfolio

$116Million | No. of Holdings #50

ELKHORN PARTNERS LIMITED PARTNERSHIP Performance

2026 Q2+3.23%
YTD+4.62%
2025+7.61%

About ELKHORN PARTNERS LIMITED PARTNERSHIP and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, ELKHORN PARTNERS LIMITED PARTNERSHIP reported an equity portfolio of $116.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of ELKHORN PARTNERS LIMITED PARTNERSHIP are , , WTM. The fund has invested 32.1% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 23.4% of portfolio in BERKSHIRE HATHAWAY INC DEL . <br><br> The fund managers got completely rid off KENNEDY-WILSON HOLDINGS INC (KW), MICROSOFT CORP (MSFT) and DUPONT DE NEMOURS INC (DD) stocks. They significantly reduced their stock positions in MEDIAALPHA INC (MAX), AMERICAN EXPRESS CO (AXP) and BIOHAVEN LTD. ELKHORN PARTNERS LIMITED PARTNERSHIP opened new stock positions in CME GROUP INC (CME), FOX CORP CL B (FOX) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to QXO INC (SSNT), ALIBABA GROUP HLDG LTD (BABA) and UBER TECHNOLOGIES INC (UBER).
ELKHORN PARTNERS LIMITED PARTNERSHIP Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$116Million
  as of Aug 13, 2026

ELKHORN PARTNERS LIMITED PARTNERSHIP Annual Return Estimates Vs S&P 500

Our best estimate is that ELKHORN PARTNERS LIMITED PARTNERSHIP made a return of 3.23% in the last quarter. In trailing 12 months, it's portfolio return was 24.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cme group inc993,735
fox corp cl b374,720
microsoft corp309,607
boston scientific corp192,060
dupont de nemours inc 162,768
ge healthcare technologies 102,416
hershey co70,180
shake shack inc.44,816
New stocks bought by ELKHORN PARTNERS LIMITED PARTNERSHIP

Additions

Ticker% Inc.
qxo inc2,081
alibaba group hldg ltd 200
uber technologies inc 61.54
occidental pete corp 42.86
nvidia corporation40.00
adobe systems incorporated 37.5
netflix inc35.29
kimberly clark corp26.47
Additions to existing portfolio by ELKHORN PARTNERS LIMITED PARTNERSHIP

Reductions

Ticker% Reduced
mediaalpha inc-80.43
american express co-71.43
biohaven ltd -45.00
forrester resh inc-40.00
palo alto networks inc-33.33
unitedhealth group inc -29.79
servicenow inc-23.08
amazon com inc -17.81
ELKHORN PARTNERS LIMITED PARTNERSHIP reduced stake in above stock

Sold off

Ticker$ Sold
kennedy-wilson holdings inc -45,433,200
cleveland-cliffs inc new -80,275
fg nexus inc-10,479
dupont de nemours inc -151,140
figma inc class a com-12,684
microsoft corp-209,146
disney walt co-48,190
fisserv inc-22,320
ELKHORN PARTNERS LIMITED PARTNERSHIP got rid off the above stocks

Sector Distribution

ELKHORN PARTNERS LIMITED PARTNERSHIP has about 55.8% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Communication Services
  • Technology
  • Utilities
Sector%
Others55.8
Financial Services23.5
Communication Services10
Technology4.8
Utilities2.3

Market Cap. Distribution

ELKHORN PARTNERS LIMITED PARTNERSHIP has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
  • LARGE-CAP
  • MICRO-CAP
Category%
UNALLOCATED55.8
MID-CAP22
MEGA-CAP14.2
LARGE-CAP5.3
MICRO-CAP2.4

Stocks belong to which Index?

About 21.4% of the stocks held by ELKHORN PARTNERS LIMITED PARTNERSHIP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others78.6
S&P 50018.8
RUSSELL 20002.6
Top 5 Winners (%)%
PANW
palo alto networks inc
93.9 %
biohaven ltd
58.8 %
UNH
unitedhealth group inc
45.6 %
FORR
forrester resh inc
38.9 %
GOOG
alphabet inc cap stk
24.1 %
Top 5 Winners ($)$
berkshire hathaway inc del
1.5 M
berkshire hathaway inc del
1.2 M
GOOG
alphabet inc cap stk
1.1 M
GOOG
alphabet inc cap stk
1.0 M
AAPL
apple inc
0.4 M
Top 5 Losers (%)%
DOW
dow inc
-32.8 %
NFLX
netflix inc
-23.2 %
OXY
occidental pete corp
-22.3 %
CRDF
cardiff oncology inc
-19.2 %
BABA
alibaba group hldg ltd
-17.0 %
Top 5 Losers ($)$
WTM
white mtns ins group ltd
-1.5 M
CDZI
cadiz inc
-0.5 M
ADBE
adobe systems incorporated
-0.1 M
NFLX
netflix inc
0.0 M
CRM
salesforce inc
0.0 M

ELKHORN PARTNERS LIMITED PARTNERSHIP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ELKHORN PARTNERS LIMITED PARTNERSHIP

ELKHORN PARTNERS LIMITED PARTNERSHIP has 50 stocks in it's portfolio. About 94.4% of the portfolio is in top 10 stocks. WTM proved to be the most loss making stock for the portfolio. was the most profitable stock for ELKHORN PARTNERS LIMITED PARTNERSHIP last quarter.

$116.71MTotal Value
60.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of ELKHORN PARTNERS LIMITED PARTNERSHIP, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
ELKHORN PARTNERS LIMITED PARTNERSHIP's holding in Alibaba Group Hldg Ltd over time
0.07%900
$86.4K
0.07%
increased 200 percentadded
BATRA
Atlanta Braves Hldgs Inc

Atlanta Braves Hldgs Inc

BATRA
ELKHORN PARTNERS LIMITED PARTNERSHIP's holding in Atlanta Braves Hldgs Inc over time
0.07%1,600
$83.0K
0.07%
unchanged 0 percentunchanged