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CIK: 0000928400
Total reported value
$116.7M
$116.7M
48 檔
119.9%
During the Q1 2026 filing period, Elkhorn Partners Limited Partnership (CIK: 0000928400) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $116.7M across 48 reported positions.
Elkhorn Partners Limited Partnership executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 11 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 28.92% | -28.92% | EXIT | ||
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 22.86% | +9.22% | — | |
| 3 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 17.76% | +4.13% | -6.60% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 16.60% | +6.82% | +0.69% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.91% | +1.87% | -3.05% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | +1.74% | — | |
| 7 | CDZI | Cadiz Inc | Stock-Other | 2.01% | +0.34% | -1.30% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.97% | +4.67% | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 0.62% | +0.29% | +17.79% | |
| 10 | C | Citigroup Inc | Stock-Financials | 0.44% | +0.27% | -1.61% | |
| 11 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.42% | +0.39% | +172.00% | |
| 12 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.38% | +0.16% | -9.89% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | +0.05% | +125.81% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 0.19% | +0.10% | — | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 0.15% | +0.06% | — | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.15% | +0.14% | — | |
| 17 | MAX | Mediaalpha Inc-class A | Stock-Other | 0.14% | -0.09% | — | |
| 18 | ✓ | Microsoft CORP | Stock-Other | 0.13% | -0.13% | EXIT | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 0.13% | +0.05% | +5.71% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 0.12% | +0.14% | +36.84% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | +0.04% | +70.00% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.02% | +265.00% | |
| 23 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.10% | -0.10% | EXIT | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.09% | — | — | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.08% | +0.04% | -47.78% | |
| 26 | ACTG | Acacia Research CORP | Stock-Other | 0.08% | +0.02% | -27.54% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.07% | -0.04% | — | |
| 28 | FPH | Five Point Holdings Llc-cl A | Stock-Other | 0.06% | +0.04% | — | |
| 29 | DOW | Dow Inc | Stock-Materials | 0.06% | -0.01% | -91.70% | |
| 30 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.06% | +0.03% | +14.46% | |
| 31 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.05% | -0.05% | EXIT | |
| 32 | CRDF | Cardiff Oncology Inc | Stock-Other | 0.05% | — | +16.80% | |
| 33 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 0.04% | +0.03% | +6.67% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | +0.04% | — | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.03% | -0.03% | EXIT | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.03% | -0.03% | EXIT | |
| 37 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.03% | +0.01% | -98.16% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.02% | +0.05% | — | |
| 39 | NEPH | Nephros Inc | Stock-Other | 0.02% | +0.01% | +71.43% | |
| 40 | RDI | Reading International Inc-a | Stock-Other | 0.02% | +0.01% | — | |
| 41 | FORR | Forrester Research Inc | Stock-Other | 0.02% | — | +66.67% | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.01% | -0.01% | EXIT | |
| 43 | QXO | Qxo Inc | Stock-Industrials | 0.01% | +0.35% | — | |
| 44 | BHVN | Biohaven Ltd. | Stock-Other | 0.01% | — | +33.33% | |
| 45 | FIG | Figma Inc-cl A | Stock-Other | 0.01% | -0.01% | EXIT | |
| 46 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.01% | -0.01% | EXIT | |
| 47 | ✓ | Stock-Other | 0.01% | -0.01% | EXIT | ||
| 48 | CREX | Creative Realities Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +3.1% | -0.84% | Trim | |
| 2 | KMB | Kimberly-clark CORP | +0.3% | +172.00% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.1% | +125.81% | Add |
| 4 | AMZN | Amazon.com Inc | +0.1% | +265.00% | Add |
| 5 | BA | Boeing Co/the | +0.1% | +17.79% | Add |
| 6 | NFLX | Netflix Inc | 0% | +70.00% | Add |
| 7 | PFE | Pfizer Inc | 0% | +5.71% | Add |
| 8 | UBER | Uber Technologies Inc | 0% | +36.84% | Add |
| 9 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 10 | FISV | Fiserv Inc | — | +207.69% | Add |
| 11 | BATRK | Atlanta Braves Holdings In-c | — | +6.67% | Add |
| 12 | ACTG | Acacia Research CORP | — | -27.54% | Trim |
| 13 | ✓ | — | -70.00% | Trim | |
| 14 | FIG | Figma Inc-cl A | — | +20.00% | Add |
| 15 | FORR | Forrester Research Inc | — | +66.67% | Add |
| 16 | CRSP | CRISPR Therapeutics AG | — | +14.46% | Add |
| 17 | RDI | Reading International Inc-a | — | — | Unchanged |
| 18 | NEPH | Nephros Inc | — | +71.43% | Add |
| 19 | BHVN | Biohaven Ltd. | — | +33.33% | Add |
| 20 | CREX | Creative Realities Inc | — | — | Unchanged |
| 21 | IFF | Intl Flavors & Fragrances | 0% | -9.89% | Trim |
| 22 | FPH | Five Point Holdings Llc-cl A | 0% | — | Unchanged |
| 23 | HHH | Howard Hughes Holdings Inc | 0% | -33.33% | Trim |
| 24 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 25 | AAPL | Apple Inc | 0% | +4.67% | Add |
| 26 | 6D8 | Dupont De Nemours Inc | 0% | -32.65% | Trim |
| 27 | CRDF | Cardiff Oncology Inc | 0% | +16.80% | Add |
| 28 | C | Citigroup Inc | 0% | -1.61% | Trim |
| 29 | CLF | Cleveland-cliffs Inc | -0.1% | -23.39% | Trim |
| 30 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 31 | WTM | White Mountains Insurance Group, Ltd. | -0.1% | -6.60% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -47.78% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | -0.2% | — | Unchanged |
| 34 | CDZI | Cadiz Inc | -0.3% | -1.30% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.05% | Trim |
| 36 | DOW | Dow Inc | -0.3% | -91.70% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +0.69% | Add |
| 38 | OXY | Occidental Petroleum CORP | -1% | -98.16% | Trim |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -1% | — | Unchanged |
| 40 | CRM | Salesforce Inc | — | NEW | New buy |
| 41 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 42 | MAX | Mediaalpha Inc-class A | — | NEW | New buy |
| 43 | ✓ | Microsoft CORP | — | NEW | New buy |
| 44 | Q | Qnity Electronics Inc | — | EXIT | Sold out |
| 45 | NOW | Servicenow Inc | — | NEW | New buy |
| 46 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 47 | AXP | American Express Co | — | NEW | New buy |
| 48 | TAYD | Taylor Devices Inc | — | EXIT | Sold out |
| 49 | NVDA | Nvidia CORP | — | NEW | New buy |
| 50 | DIS | Walt Disney Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Elkhorn Partners Limited Partnership reported a total U.S. public equity portfolio value of $116.7M across 48 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , BRK-A, WTM) accounted for 119.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
CRM
市值: $242.7K
Top Position Liquidated / Trimmed
Q
前期市值: $204.1K
During Q1 2026, Elkhorn Partners Limited Partnership's top holdings by market value included (28.9%)、BRK-A (22.9%)、WTM (17.8%). The largest single position, , represented 28.9% of total portfolio value.
In Q1 2026, Elkhorn Partners Limited Partnership made 51 total portfolio adjustments, initiating 9 new buys, adding to 17 positions, trimming 14 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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