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

About Elkhorn Partners Limited Partnership

Investment Activity

Elkhorn Partners Limited Partnership has $157.08 million in total holdings as of September 30, 2025.
Elkhorn Partners Limited Partnership owns shares of 48 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 1.71% of the portfolio was purchased this quarter.
About 4.39% of the portfolio was sold this quarter.
This quarter, Elkhorn Partners Limited Partnership has purchased 50 new stocks and bought additional shares in 17 stocks.
Elkhorn Partners Limited Partnership sold shares of 14 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Kennedy-Wilson: $45,433,180
Berkshire Hathaway: $35,907,000
White Mountains Insurance Group: $27,901,392
Berkshire Hathaway: $26,078,064
Alphabet: $4,572,204

Largest New Holdings this Quarter

79466L302 - Salesforce: $242,671 Holding
697435105 - Palo Alto Networks: $240,480 Holding
58450V104 - MediaAlpha: $213,900 Holding
594918404 - MICROSOFT CORP: $209,146 Holding
81762P102 - ServiceNow: $135,915 Holding

Largest Purchases this Quarter

KIMBERLY CLARK CORP: 4,300 shares (about $414.82K)
Salesforce: 1,300 shares (about $242.67K)
Palo Alto Networks: 1,500 shares (about $240.48K)
Meta Platforms: 390 shares (about $223.13K)
MediaAlpha: 23,000 shares (about $213.90K)

Largest Sales this Quarter

Occidental Petroleum: 37,300 shares (about $2.42M)
White Mountains Insurance Group: 898 shares (about $1.97M)
DOW: 24,300 shares (about $1.01M)
Kennedy-Wilson: 35,500 shares (about $384.11K)
Alphabet: 500 shares (about $143.78K)

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
KW Kennedy-Wilson	$45,433,180	$384,110 â–¼	-0.8%	4,199,000	28.9%	Finance
BRK.A Berkshire Hathaway	$35,907,000		0.0%	50	22.9%	Finance
WTM White Mountains Insurance Group	$27,901,392	$1,972,870 â–¼	-6.6%	12,700	17.8%	Finance
BRK.B Berkshire Hathaway	$26,078,064	$179,700 â–²	0.7%	54,420	16.6%	Finance
GOOGL Alphabet	$4,572,204	$143,780 â–¼	-3.0%	15,900	2.9%	Computer and Technology
GOOG Alphabet	$4,159,470		0.0%	14,500	2.6%	Computer and Technology
CDZI Cadiz	$3,159,585	$41,735 â–¼	-1.3%	643,500	2.0%	Consumer Staples
AAPL Apple	$3,070,859	$137,047 â–²	4.7%	12,100	2.0%	Computer and Technology
BA Boeing	$975,247	$147,282 â–²	17.8%	4,900	0.6%	Aerospace
C Citigroup	$691,801	$11,341 â–¼	-1.6%	6,100	0.4%	Financial Services
KIMBERLY CLARK CORP	$655,996	$414,821 â–²	172.0%	6,800	0.4%	COM
IFF International Flavors & Fragrances	$594,910	$65,295 â–¼	-9.9%	8,200	0.4%	Basic Materials
META Meta Platforms	$400,491	$223,131 â–²	125.8%	700	0.3%	Computer and Technology
ADBE Adobe	$291,696		0.0%	1,200	0.2%	Computer and Technology
CRM Salesforce	$242,671	$242,671 â–²	New Holding	1,300	0.2%	Computer and Technology
PANW Palo Alto Networks	$240,480	$240,480 â–²	New Holding	1,500	0.2%	Computer and Technology
MAX MediaAlpha	$213,900	$213,900 â–²	New Holding	23,000	0.1%	Business Services
MICROSOFT CORP	$209,146	$209,146 â–²	New Holding	565	0.1%	COM
PFE Pfizer	$207,792	$11,232 â–²	5.7%	7,400	0.1%	Medical
UBER Uber Technologies	$187,018	$50,351 â–²	36.8%	2,600	0.1%	Computer and Technology
NFLX Netflix	$163,455	$67,305 â–²	70.0%	1,700	0.1%	Consumer Discretionary
AMZN Amazon.com	$152,037	$110,383 â–²	265.0%	730	0.1%	Retail/Wholesale
DD DuPont de Nemours	$151,140	$73,280 â–¼	-32.7%	3,300	0.1%	Basic Materials
NOW ServiceNow	$135,915	$135,915 â–²	New Holding	1,300	0.1%	Computer and Technology
UNH UnitedHealth Group	$127,177	$116,353 â–¼	-47.8%	470	0.1%	Medical
ACTG Acacia Research	$120,250	$45,695 â–¼	-27.5%	25,000	0.1%	Business Services
AXP American Express	$105,868	$105,868 â–²	New Holding	350	0.1%	Finance
FPH Five Point	$101,640		0.0%	21,000	0.1%	Finance
DOW DOW	$91,630	$1,012,095 â–¼	-91.7%	2,200	0.1%	Basic Materials
CRSP CRISPR Therapeutics	$90,383	$11,417 â–²	14.5%	1,900	0.1%	Medical
CLF Cleveland-Cliffs	$80,275	$24,505 â–¼	-23.4%	9,500	0.1%	Basic Materials
CRDF Cardiff Oncology	$72,090	$10,368 â–²	16.8%	44,500	0.0%	Medical
BATRK Atlanta Braves	$68,320	$4,270 â–²	6.7%	1,600	0.0%	Consumer Discretionary
NVDA NVIDIA	$52,320	$52,320 â–²	New Holding	300	0.0%	Computer and Technology
DELL Dell Technologies	$49,239		0.0%	300	0.0%	Computer and Technology
DIS Walt Disney	$48,190	$48,190 â–²	New Holding	500	0.0%	Consumer Discretionary
OXY Occidental Petroleum	$45,500	$2,424,500 â–¼	-98.2%	700	0.0%	Energy
BABA Alibaba Group	$37,638		0.0%	300	0.0%	Retail/Wholesale
NEPH Nephros	$35,760	$14,900 â–²	71.4%	12,000	0.0%	Medical
RDI Reading International	$29,380		0.0%	26,000	0.0%	Consumer Discretionary
FORR Forrester Research	$28,300	$11,320 â–²	66.7%	5,000	0.0%	Computer and Technology
FISSERV INC	$22,320	$15,066 â–²	207.7%	400	0.0%	COM
QXO INC	$21,362	$21,362 â–²	New Holding	1,100	0.0%	COM NEW
BHVN Biohaven	$16,920	$4,230 â–²	33.3%	2,000	0.0%	Medical
FIGMA INC CLASS A COM	$12,684	$2,114 â–²	20.0%	600	0.0%	STK
HOWARD HUGHES HOLDINGS INC	$12,652	$6,326 â–¼	-33.3%	200	0.0%	COM
FG NEXUS INC	$10,479	$24,451 â–¼	-70.0%	2,100	0.0%	COM NEW
CREX Creative Realities	$52		0.0%	15	0.0%	Computer and Technology
QNITY ELECTRONICS INC	$0	$204,125 â–¼	-100.0%	0	0.0%	COM
COST Costco Wholesale	$0	$129,351 â–¼	-100.0%	0	0.0%	Retail/Wholesale
TAYD Taylor Devices	$0	$87,690 â–¼	-100.0%	0	0.0%	Industrials
CTO CTO Realty Growth	$0	$40,502 â–¼	-100.0%	0	0.0%	Finance
CME CME Group	$0	$27,308 â–¼	-100.0%	0	0.0%	Finance
OSK Oshkosh	$0	$25,126 â–¼	-100.0%	0	0.0%	Auto/Tires/Trucks
XOM ExxonMobil	$0	$12,034 â–¼	-100.0%	0	0.0%	Energy
CABO Cable One	$0	$11,285 â–¼	-100.0%	0	0.0%	Consumer Discretionary
WEN Wendy's	$0	$8,330 â–¼	-100.0%	0	0.0%	Retail/Wholesale
KVUE Kenvue	$0	$5,175 â–¼	-100.0%	0	0.0%	Consumer Staples
OFLX Omega Flex	$0	$2,944 â–¼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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