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Latest ELKHORN PARTNERS LIMITED PARTNERSHIP Stock Portfolio

$157Million– No. of Holdings #48

ELKHORN PARTNERS LIMITED PARTNERSHIP Performance:
2026 Q1: 1.35%YTD: 1.35%2025: 7.61%
Performance for 2026 Q1 is 1.35%, and YTD is 1.35%, and 2025 is 7.61%.

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

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, ELKHORN PARTNERS LIMITED PARTNERSHIP reported an equity portfolio of $157.1 Millions as of 31 Mar, 2026.

The top stock holdings of ELKHORN PARTNERS LIMITED PARTNERSHIP are KW, , WTM. The fund has invested 28.9% of it's portfolio in KENNEDY-WILSON HOLDINGS INC and 22.9% of portfolio in BERKSHIRE HATHAWAY INC DEL .

The fund managers got completely rid off QNITY ELECTRONICS INC, COSTCO WHSL CORP NEW (COST) and TAYLOR DEVICES INC (TAYD) stocks. They significantly reduced their stock positions in OCCIDENTAL PETE CORP (OXY), DOW INC (DOW) and FG NEXUS INC (FGF). ELKHORN PARTNERS LIMITED PARTNERSHIP opened new stock positions in SALESFORCE INC (CRM), PALO ALTO NETWORKS INC (PANW) and MEDIAALPHA INC (MAX). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), FISSERV INC and KIMBERLY CLARK CORP (KMB).
ELKHORN PARTNERS LIMITED PARTNERSHIP Equity Portfolio Value
Last Reported on: 14 May, 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 1.35% in the last quarter. In trailing 12 months, it's portfolio return was 8.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
salesforce inc242,671
palo alto networks inc240,480
mediaalpha inc213,900
microsoft corp209,146
servicenow inc135,915
american express co105,868
nvidia corporation52,320
disney walt co48,190
New stocks bought by ELKHORN PARTNERS LIMITED PARTNERSHIP

Additions

Ticker% Inc.
amazon com inc 265
fisserv inc207
kimberly clark corp172
meta platforms inc125
nephros inc 71.43
netflix inc70.00
forrester resh inc66.67
uber technologies inc 36.84
Additions to existing portfolio by ELKHORN PARTNERS LIMITED PARTNERSHIP

Reductions

Ticker% Reduced
occidental pete corp -98.16
dow inc -91.7
fg nexus inc-70.00
unitedhealth group inc -47.78
howard hughes holdings inc-33.33
dupont de nemours inc -32.65
acacia resh corp acacia tch -27.54
cleveland-cliffs inc new -23.39
ELKHORN PARTNERS LIMITED PARTNERSHIP reduced stake in above stock

Sold off

Ticker$ Sold
qnity electronics inc -204,125
cto rlty growth inc new -40,502
taylor devices inc -87,690
wendys co-8,330
kenvue inc-5,175
oshkosh corp -25,126
costco whsl corp new-129,351
cable one inc-11,285
ELKHORN PARTNERS LIMITED PARTNERSHIP got rid off the above stocks

Sector Distribution

ELKHORN PARTNERS LIMITED PARTNERSHIP has about 39.6% of it's holdings in Others sector.

  • Others
  • Real Estate
  • Financial Services
  • Communication Services
  • Technology
  • Utilities
Sector%
Others39.6
Real Estate29
Financial Services18.3
Communication Services6.1
Technology2.9
Utilities2

Market Cap. Distribution

ELKHORN PARTNERS LIMITED PARTNERSHIP has about 11.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • MID-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED39.6
SMALL-CAP31.2
MID-CAP17.9
MEGA-CAP8.7
LARGE-CAP2.5

Stocks belong to which Index?

About 42.3% of the stocks held by ELKHORN PARTNERS LIMITED PARTNERSHIP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others57.7
RUSSELL 200031.2
S&P 50011.1
Top 5 Winners (%)%
FGF
fg nexus inc
53.0 %
DOW
dow inc
42.3 %
CREX
creative realities inc
33.3 %
DELL
dell technologies inc
30.4 %
OXY
occidental pete corp
29.6 %
Top 5 Winners ($)$
KW
kennedy-wilson holdings inc
4.8 M
WTM
white mtns ins group ltd
1.6 M
OXY
occidental pete corp
0.5 M
DOW
dow inc
0.3 M
IFF
international flavors&fragra
0.0 M
Top 5 Losers (%)%
figma inc class a com
-41.3 %
CRDF
cardiff oncology inc
-40.5 %
NEPH
nephros inc
-33.5 %
CLF
cleveland-cliffs inc new
-32.1 %
ADBE
adobe systems incorporated
-30.6 %
Top 5 Losers ($)$
berkshire hathaway inc del
-1.8 M
berkshire hathaway inc del
-1.3 M
CDZI
cadiz inc
-0.5 M
GOOG
alphabet inc cap stk
-0.4 M
GOOG
alphabet inc cap stk
-0.4 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 48 stocks in it's portfolio. About 96.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. KW was the most profitable stock for ELKHORN PARTNERS LIMITED PARTNERSHIP last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions