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Elkhorn Partners Limited Partnership Top Holdings and 13F Report (2025)

About Elkhorn Partners Limited Partnership

Investment Activity

  • Elkhorn Partners Limited Partnership has $137.54 million in total holdings as of June 30, 2025.
  • Elkhorn Partners Limited Partnership owns shares of 37 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 1.03% of the portfolio was purchased this quarter.
  • About 0.85% of the portfolio was sold this quarter.
  • This quarter, Elkhorn Partners Limited Partnership has purchased 35 new stocks and bought additional shares in 13 stocks.
  • Elkhorn Partners Limited Partnership sold shares of 15 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$36,440,000
Kennedy-Wilson
$28,909,520
Berkshire Hathaway
$26,382,169
Alphabet
$3,506,977

Largest New Holdings this Quarter

91324P102 - UnitedHealth Group
$327,569 Holding
12685J105 - Cable One
$135,810 Holding
36266G107 - GE HealthCare Technologies
$22,221 Holding
82846H405 - QXO Inc.
$8,616 Holding
427866108 - Hershey
$6,638 Holding

Largest Purchases this Quarter

UnitedHealth Group
1,050 shares (about $327.57K)
Kennedy-Wilson
43,400 shares (about $295.12K)
Berkshire Hathaway
510 shares (about $247.74K)
Cadiz
46,000 shares (about $137.54K)
Cable One
1,000 shares (about $135.81K)

Largest Sales this Quarter

Dell Technologies
1,780 shares (about $218.23K)
Alphabet
1,200 shares (about $212.87K)
Alphabet
1,050 shares (about $185.04K)
Oshkosh
1,300 shares (about $147.60K)
Boeing
625 shares (about $130.96K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofElkhorn Partners Limited Partnership

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$36,440,0000.0%5026.5%Finance
Kennedy-Wilson Holdings Inc. stock logo
KW
Kennedy-Wilson
$28,909,520$295,120 1.0%4,251,40021.0%Finance
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$26,756,228$8,979 0.0%14,90019.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$26,382,169$247,743 0.9%54,31019.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,506,977$185,042 -5.0%19,9002.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,944,674$212,868 -6.7%16,6002.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$2,564,625$41,034 -1.6%12,5001.9%Computer and Technology
Cadiz, Inc. stock logo
CDZI
Cadiz
$2,042,170$137,540 7.2%683,0001.5%Consumer Staples
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$1,753,918$10,503 -0.6%41,7501.3%Energy
The Boeing Company stock logo
BA
Boeing
$853,835$130,956 -13.3%4,0750.6%Aerospace
Dow Inc. stock logo
DOW
DOW
$725,552$5,296 0.7%27,4000.5%Basic Materials
Citigroup Inc. stock logo
C
Citigroup
$604,3520.0%7,1000.4%Financial Services
Cleveland-Cliffs Inc. stock logo
CLF
Cleveland-Cliffs
$551,000$19,000 3.6%72,5000.4%Basic Materials
Adobe Inc. stock logo
ADBE
Adobe
$541,632$88,982 19.7%1,4000.4%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$327,569$327,569 New Holding1,0500.2%Medical
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$317,572$53,500 20.3%4,6300.2%Basic Materials
Proshares Short S&P 500
$277,760$31,744 -10.3%7,0000.2%NE
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$270,570$51,315 -15.9%2,9000.2%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$261,792$4,848 -1.8%10,8000.2%Medical
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$194,560$9,728 -4.8%4,0000.1%Medical
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$183,900$218,228 -54.3%1,5000.1%Computer and Technology
Oshkosh Corporation stock logo
OSK
Oshkosh
$170,310$147,602 -46.4%1,5000.1%Auto/Tires/Trucks
Cable One, Inc. stock logo
CABO
Cable One
$135,810$135,810 New Holding1,0000.1%Consumer Discretionary
Acacia Research Corporation stock logo
ACTG
Acacia Research
$123,510$1,790 1.5%34,5000.1%Business Services
Five Point Holdings, LLC stock logo
FPH
Five Point
$121,000$3,850 3.3%22,0000.1%Finance
Cardiff Oncology, Inc. stock logo
CRDF
Cardiff Oncology
$107,100$4,725 4.6%34,0000.1%Medical
Taylor Devices, Inc. stock logo
TAYD
Taylor Devices
$86,800$15,190 -14.9%2,0000.1%Industrials
CTO Realty Growth, Inc. stock logo
CTO
CTO Realty Growth
$86,3000.0%5,0000.1%Finance
Biohaven Ltd. stock logo
BHVN
Biohaven
$81,838$16,932 26.1%5,8000.1%Medical
Nephros Inc. stock logo
NEPH
Nephros
$59,305$99,894 -62.7%14,5000.0%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$45,364$11,341 33.3%4000.0%Retail/Wholesale
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$44,130$29,420 200.0%6000.0%Basic Materials
Reading International Inc stock logo
RDI
Reading International
$34,8400.0%26,0000.0%Consumer Discretionary
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$22,221$22,221 New Holding3000.0%Medical
QXO Inc.
$8,616$8,616 New Holding4000.0%COM
Hershey Company (The) stock logo
HSY
Hershey
$6,638$6,638 New Holding400.0%Consumer Staples
Creative Realities, Inc. stock logo
CREX
Creative Realities
$51$37 -42.3%150.0%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$0$40 -100.0%00.0%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$37 -100.0%00.0%Computer and Technology
SiriusXM Holdings Inc.
$0$7 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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