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

About Elkhorn Partners Limited Partnership

Investment Activity

Elkhorn Partners Limited Partnership has $116.71 million in total holdings as of September 30, 2025.
Elkhorn Partners Limited Partnership owns shares of 50 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 3.03% of the portfolio was purchased this quarter.
About 40.90% of the portfolio was sold this quarter.
This quarter, Elkhorn Partners Limited Partnership has purchased 48 new stocks and bought additional shares in 15 stocks.
Elkhorn Partners Limited Partnership sold shares of 16 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $37,442,500
Berkshire Hathaway: $27,336,306
White Mountains Insurance Group: $25,544,165
Alphabet: $5,574,972
Alphabet: $5,123,285

Largest New Holdings this Quarter

12572Q105 - CME Group: $993,735 Holding
35137L204 - FOX: $374,720 Holding
594918104 - Microsoft: $309,607 Holding
101137107 - Boston Scientific: $192,060 Holding
26614N201 - DUPONT DE NEMOURS INC: $162,768 Holding

Largest Purchases this Quarter

CME Group: 4,500 shares (about $993.74K)
QXO INC: 22,900 shares (about $395.71K)
FOX: 8,000 shares (about $374.72K)
Microsoft: 830 shares (about $309.61K)
KIMBERLY CLARK CORP: 1,800 shares (about $197.59K)

Largest Sales this Quarter

White Mountains Insurance Group: 380 shares (about $787.89K)
MediaAlpha: 18,500 shares (about $232.55K)
Palo Alto Networks: 500 shares (about $170.51K)
Alphabet: 300 shares (about $107.21K)
Apple: 300 shares (about $86.81K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$37,442,500		0.0%	50	32.1%	Finance
BRK.B Berkshire Hathaway	$27,336,306	$105,082 ▲	0.4%	54,630	23.4%	Finance
WTM White Mountains Insurance Group	$25,544,165	$787,888 ▼	-3.0%	12,320	21.9%	Finance
GOOGL Alphabet	$5,574,972	$107,211 ▼	-1.9%	15,600	4.8%	Communication Services
GOOG Alphabet	$5,123,285		0.0%	14,500	4.4%	Communication Services
AAPL Apple	$3,414,448	$86,808 ▼	-2.5%	11,800	2.9%	Technology
CDZI Cadiz	$2,742,080	$52,250 ▲	1.9%	656,000	2.3%	Utilities
BA Boeing	$1,060,703		0.0%	4,900	0.9%	Industrials
CME CME Group	$993,735	$993,735 ▲	New Holding	4,500	0.9%	Finance
KIMBERLY CLARK CORP	$944,022	$197,586 ▲	26.5%	8,600	0.8%	COM
C Citigroup	$825,764	$27,992 ▼	-3.3%	5,900	0.7%	Finance
IFF International Flavors & Fragrances	$625,838	$23,766 ▼	-3.7%	7,900	0.5%	Materials
QXO INC	$414,720	$395,712 ▲	2,081.8%	24,000	0.4%	COM NEW
FOX FOX	$374,720	$374,720 ▲	New Holding	8,000	0.3%	Communication Services
META Meta Platforms	$366,139	$28,165 ▼	-7.1%	650	0.3%	Communication Services
PANW Palo Alto Networks	$341,020	$170,510 ▼	-33.3%	1,000	0.3%	Technology
ADBE Adobe	$338,283	$92,259 ▲	37.5%	1,650	0.3%	Technology
MSFT Microsoft	$309,607	$309,607 ▲	New Holding	830	0.3%	Technology
UBER Uber Technologies	$303,072	$115,456 ▲	61.5%	4,200	0.3%	Industrials
CRM Salesforce	$250,656	$46,998 ▲	23.1%	1,600	0.2%	Technology
PFE Pfizer	$204,680	$26,488 ▲	14.9%	8,500	0.2%	Healthcare
BSX Boston Scientific	$192,060	$192,060 ▲	New Holding	4,500	0.2%	Healthcare
NFLX Netflix	$164,220	$42,840 ▲	35.3%	2,300	0.1%	Communication Services
DUPONT DE NEMOURS INC	$162,768	$162,768 ▲	New Holding	1,200	0.1%	COM
AMZN Amazon.com	$143,004	$30,984 ▼	-17.8%	600	0.1%	Consumer Discretionary
UNH UnitedHealth Group	$137,158	$58,188 ▼	-29.8%	330	0.1%	Healthcare
FPH Five Point	$121,210	$10,540 ▲	9.5%	23,000	0.1%	Real Estate
ACTG Acacia Research	$116,500		0.0%	25,000	0.1%	Finance
CRSP CRISPR Therapeutics	$109,080	$5,454 ▲	5.3%	2,000	0.1%	Healthcare
GEHC GE HealthCare Technologies	$102,416	$102,416 ▲	New Holding	1,600	0.1%	Healthcare
NOW ServiceNow	$99,280	$29,784 ▼	-23.1%	1,000	0.1%	Technology
BABA Alibaba Group	$86,382	$57,588 ▲	200.0%	900	0.1%	Consumer Discretionary
NVDA NVIDIA	$84,038	$24,011 ▲	40.0%	420	0.1%	Technology
BATRK Atlanta Braves	$83,040		0.0%	1,600	0.1%	Communication Services
HSY Hershey	$70,180	$70,180 ▲	New Holding	400	0.1%	Consumer Staples
CRDF Cardiff Oncology	$62,400	$4,550 ▲	7.9%	48,000	0.1%	Healthcare
MAX MediaAlpha	$56,565	$232,545 ▼	-80.4%	4,500	0.0%	Communication Services
DOW DOW	$54,720	$5,472 ▼	-9.1%	2,000	0.0%	Materials
OXY Occidental Petroleum	$48,570	$14,571 ▲	42.9%	1,000	0.0%	Energy
SHAK Shake Shack	$44,816	$44,816 ▲	New Holding	800	0.0%	Consumer Discretionary
NEPH Nephros	$39,270	$3,570 ▼	-8.3%	11,000	0.0%	Healthcare
PERSHING SQUARE USA LTD	$37,380	$37,380 ▲	New Holding	1,000	0.0%	COM SHS
AXP American Express	$33,825	$84,563 ▼	-71.4%	100	0.0%	Finance
RDI Reading International	$33,280		0.0%	26,000	0.0%	Communication Services
CABO Cable One	$29,211	$29,211 ▲	New Holding	550	0.0%	Communication Services
FG NEXUS INC	$25,850	$25,850 ▲	New Holding	5,000	0.0%	COM NEW
FORR Forrester Research	$25,230	$16,820 ▼	-40.0%	3,000	0.0%	Industrials
BHVN Biohaven	$16,368	$13,392 ▼	-45.0%	1,100	0.0%	Healthcare
MOUNT LOGAN CAP INC	$5,160	$5,160 ▲	New Holding	1,500	0.0%	COM
CREX Creative Realities	$62		0.0%	15	0.0%	Communication Services
KW Kennedy-Wilson	$0	$45,433,180 ▼	-100.0%	0	0.0%	Real Estate
MICROSOFT CORP	$0	$209,146 ▼	-100.0%	0	0.0%	COM
DD DuPont de Nemours	$0	$151,140 ▼	-100.0%	0	0.0%	Materials
CLF Cleveland-Cliffs	$0	$80,275 ▼	-100.0%	0	0.0%	Materials
DELL Dell Technologies	$0	$49,239 ▼	-100.0%	0	0.0%	Technology
DIS Walt Disney	$0	$48,190 ▼	-100.0%	0	0.0%	Communication Services
FISSERV INC	$0	$22,320 ▼	-100.0%	0	0.0%	COM
FIGMA INC CLASS A COM	$0	$12,684 ▼	-100.0%	0	0.0%	STK
HOWARD HUGHES HOLDINGS INC	$0	$12,652 ▼	-100.0%	0	0.0%	COM
FG NEXUS INC	$0	$10,479 ▼	-100.0%	0	0.0%	COM NEW

Showing largest 100 holdings. View all holdings.

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

About Elkhorn Partners Limited Partnership

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Elkhorn Partners Limited Partnership

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofElkhorn Partners Limited Partnership

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools