Latest ELKHORN PARTNERS LIMITED PARTNERSHIP Stock Portfolio

ELKHORN PARTNERS LIMITED PARTNERSHIP Performance:

2025 Q3: 8.27%YTD: -1.96%2024: 8.49%

Performance for 2025 Q3 is 8.27%, and YTD is -1.96%, and 2024 is 8.49%.

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

In it's latest 13F Holdings report, ELKHORN PARTNERS LIMITED PARTNERSHIP reported an equity portfolio of $147.3 Millions as of 30 Sep, 2025.

The top stock holdings of ELKHORN PARTNERS LIMITED PARTNERSHIP are , KW, . The fund has invested 25.6% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 23.9% of portfolio in KENNEDY-WILSON HOLDINGS INC .

The fund managers got completely rid off CABLE ONE INC. (CABO), GE HEALTHCARE TECHNOLOGIES and HERSHEY CO. (HSY) stocks. They significantly reduced their stock positions in DELL TECHNOLOGIES INC (DELL), CLEVELAND-CLIFFS INC NEW (CLF) and CRISPR THERAPEUTICS AG NAMEN (CRSP). ELKHORN PARTNERS LIMITED PARTNERSHIP opened new stock positions in GREENLIGHT CAPITAL RE LTD (GLRE), AMGEN INC (AMGN) and AMAZON COM INC (AMZN). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL FLAVORS&FRAGRA (IFF), QXO INC (SSNT) and DOW INC (DOW).

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

Our best estimate is that ELKHORN PARTNERS LIMITED PARTNERSHIP made a return of 8.27% in the last quarter. In trailing 12 months, it's portfolio return was -1.66%.

Performance
S&P 500

New Buys

Ticker	$ Bought
greenlight capital re ltd	63,500
amgen inc	36,686
amazon com inc	4,391

New stocks bought by ELKHORN PARTNERS LIMITED PARTNERSHIP

Additions

Ticker	% Inc.
international flavors&fragra	1,400
qxo inc	350
dow inc	18.61
cardiff oncology inc	14.71
dupont de nemours inc	5.83
acacia resh corp acacia tch	2.9
biohaven ltd	1.72
unitedhealth group inc	0.95

Additions to existing portfolio by ELKHORN PARTNERS LIMITED PARTNERSHIP

Reductions

Ticker	% Reduced
dell technologies inc	-86.67
cleveland-cliffs inc new	-55.86
crispr therapeutics ag namen	-45.00
uber technologies inc	-37.93
oshkosh corp	-33.33
alibaba group hldg ltd	-25.00
alphabet inc cap stk	-15.58
taylor devices inc	-15.00

ELKHORN PARTNERS LIMITED PARTNERSHIP reduced stake in above stock

Sold off

Ticker	$ Sold
cable one inc.	-135,810
ge healthcare technologies	-22,221
hershey co.	-6,638

ELKHORN PARTNERS LIMITED PARTNERSHIP got rid off the above stocks

Sector Distribution

ELKHORN PARTNERS LIMITED PARTNERSHIP has about 44.4% of it's holdings in Others sector.

Sector	%
Others	44.4
Real Estate	24.1
Financial Services	17.3
Communication Services	5.3
Technology	2.7
Utilities	2.2
Basic Materials	1.4
Energy	1.3

Market Cap. Distribution

ELKHORN PARTNERS LIMITED PARTNERSHIP has about 11.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.4
SMALL-CAP	24.2
MID-CAP	17.3
MEGA-CAP	8
LARGE-CAP	3.8
MICRO-CAP	2.3

Stocks belong to which Index?

About 38% of the stocks held by ELKHORN PARTNERS LIMITED PARTNERSHIP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	62
RUSSELL 2000	26.3
S&P 500	11.7

Top 5 Winners (%)		%
CDZI	cadiz inc	57.8 %
BABA	alibaba group hldg ltd	50.4 %
CLF	cleveland-cliffs inc new	43.6 %
GOOG	alphabet inc cap stk	35.5 %
GOOG	alphabet inc cap stk	35.0 %

Top 5 Winners ($)		$
KW	kennedy-wilson holdings inc	6.5 M
	berkshire hathaway inc del	1.3 M
GOOG	alphabet inc cap stk	1.2 M
CDZI	cadiz inc	1.2 M
GOOG	alphabet inc cap stk	1.0 M

Top 5 Losers (%)		%
CREX	creative realities inc	-33.3 %
CRDF	cardiff oncology inc	-33.1 %
DOW	dow inc	-12.5 %
IFF	international flavors&fragra	-9.4 %
ACTG	acacia resh corp acacia tch	-9.1 %

Top 5 Losers ($)		$
WTM	white mtns ins group ltd	-1.8 M
DOW	dow inc	-0.1 M
IFF	international flavors&fragra	-0.1 M
ADBE	adobe systems incorporated	0.0 M
CRDF	cardiff oncology 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 37 stocks in it's portfolio. About 96.3% of the portfolio is in top 10 stocks. WTM 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: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.15	12,460	3,172,690	reduced	-0.32

ACTG	acacia resh corp acacia tch	0.08	35,500	115,375	added	2.9

ADBE	adobe systems incorporated	0.34	1,410	497,378	added	0.71

AMGN	amgen inc	0.03	130	36,686	new

AMZN	amazon com inc	0.00	20.00	4,391	new

BA	boeing co	0.58	3,930	848,212	reduced	-3.56

BABA	alibaba group hldg ltd	0.04	300	53,619	reduced	-25.00

C	citigroup inc	0.43	6,200	629,300	reduced	-12.68

CABO	cable one inc.	0.00	0.00	0.00	sold off	-100

CDZI	cadiz inc	2.19	683,223	3,224,810	added	0.03

CLF	cleveland-cliffs inc new	0.26	32,000	390,400	reduced	-55.86

CRDF	cardiff oncology inc	0.06	39,000	80,340	added	14.71

CREX	creative realities inc	0.00	15.00	34.00	unchanged	0.00

CRSP	crispr therapeutics ag namen	0.10	2,200	142,582	reduced	-45.00

CTO	cto rlty growth inc new	0.06	5,000	81,500	unchanged	0.00

DD	dupont de nemours inc	0.26	4,900	381,710	added	5.83

DELL	dell technologies inc	0.02	200	28,354	reduced	-86.67

DOW	dow inc	0.51	32,500	745,225	added	18.61

FPH	five point holdings llc com	0.09	21,000	128,730	reduced	-4.55

GLRE	greenlight capital re ltd	0.04	5,000	63,500	new