CIK: 0000928400
Total reported value
$157.1M
Reporting period: 2026-03-31 · Number of holdings: 48
ELKHORN PARTNERS LIMITED PARTNERSHIP disclosed 48 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $157.1M and a quarterly turnover rate of 9.3%.
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Elkhorn Partners Limited Partnership's disclosed holdings carry a Herfindahl concentration index of 0.197 — mathematically equivalent to about 5 equally-sized positions, well below its 48 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.94), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 46% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add 489398107
-0.8% $4.5M
Trim BRK-A
0.0% -$1.8M
Trim OXY
-98.2% -$1.5M
Trim BRK-B
+0.7% -$1.1M
Trim GOOGL
-3.0% -$561.0K
Trim DOW
-91.7% -$527.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 28.92% | +3.06% | -0.84% | ||
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 22.86% | -0.98% | — | |
| 3 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 17.76% | -0.09% | -6.60% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 16.60% | -0.56% | +0.69% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.91% | -0.33% | -3.05% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | -0.22% | — | |
| 7 | CDZI | Cadiz INC | Stock-Other | 2.01% | -0.30% | -1.30% | |
| 8 | AAPL | Apple INC | Stock-Tech | 1.96% | -0.02% | +4.67% | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 0.62% | +0.05% | +17.79% | |
| 10 | C | Citigroup INC | Stock-Financials | 0.44% | -0.02% | -1.61% | |
| 11 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.42% | +0.26% | +172.00% | |
| 12 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.38% | -0.01% | -9.89% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | +0.13% | +125.81% | |
| 14 | ADBE | Adobe INC | Stock-Tech | 0.19% | -0.08% | — | |
| 15 | CRM | Salesforce INC | Stock-Tech | 0.15% | +0.15% | NEW | |
| 16 | PANW | Palo Alto Networks INC | Stock-Tech | 0.15% | +0.15% | NEW | |
| 17 | MAX | Mediaalpha Inc-class A | Stock-Other | 0.14% | +0.14% | NEW | |
| 18 | ✓ | Microsoft CORP | Stock-Other | 0.13% | +0.13% | NEW | |
| 19 | PFE | Pfizer INC | Stock-Healthcare | 0.13% | +0.02% | +5.71% | |
| 20 | UBER | Uber Technologies INC | Stock-Industrials | 0.12% | +0.02% | +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% | +0.07% | +265.00% | |
| 23 | 6D8 | Dupont De Nemours INC | Stock-Other | 0.10% | -0.02% | -32.65% | |
| 24 | NOW | Servicenow INC | Stock-Tech | 0.09% | +0.09% | NEW | |
| 25 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.08% | -0.11% | -47.78% | |
| 26 | ACTG | Acacia Research CORP | Stock-Other | 0.08% | — | -27.54% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.07% | +0.07% | NEW | |
| 28 | FPH | Five Point Holdings Llc-cl A | Stock-Other | 0.06% | -0.01% | — | |
| 29 | DOW | Dow INC | Stock-Materials | 0.06% | -0.33% | -91.70% | |
| 30 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.06% | — | +14.46% | |
| 31 | CLF | Cleveland-cliffs INC | Stock-Materials | 0.05% | -0.05% | -23.39% | |
| 32 | CRDF | Cardiff Oncology INC | Stock-Other | 0.05% | -0.02% | +16.80% | |
| 33 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 0.04% | — | +6.67% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | +0.03% | NEW | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.03% | +0.01% | — | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.03% | +0.03% | NEW | |
| 37 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.03% | -0.96% | -98.16% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.02% | -0.01% | — | |
| 39 | NEPH | Nephros INC | Stock-Other | 0.02% | — | +71.43% | |
| 40 | RDI | Reading International Inc-a | Stock-Other | 0.02% | — | — | |
| 41 | FORR | Forrester Research INC | Stock-Other | 0.02% | — | +66.67% | |
| 42 | FISV | Fiserv INC | Stock-Other | 0.01% | — | +207.69% | |
| 43 | QXO | Qxo INC | Stock-Industrials | 0.01% | +0.01% | NEW | |
| 44 | BHVN | Biohaven Ltd. | Stock-Other | 0.01% | — | +33.33% | |
| 45 | FIG | Figma Inc-cl A | Stock-Other | 0.01% | — | +20.00% | |
| 46 | HHH | Howard Hughes Holdings INC | Stock-Real Estate | 0.01% | -0.01% | -33.33% | |
| 47 | ✓ | Stock-Other | 0.01% | — | -70.00% | ||
| 48 | CREX | Creative Realities INC | Stock-Other | — | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 13% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 48 | $157.1M | 9 | |
| 2025-12-31 | 50 | $158.3M | 10 | |
| 2025-09-30 | 37 | $147.3M | 10 | |
| 2025-06-30 | 37 | $137.5M | 0 | |
| 2025-03-31 | 35 | $152.6M | 100 | |
| 2024-12-31 | 42 | $152.3M | 0 | |
| 2024-09-30 | 45 | $155.6M | 0 | |
| 2024-06-30 | 50 | $145.2M | 0 | |
| 2024-03-31 | 46 | $138.6M | 0 | |
| 2023-12-31 | 48 | $144.5M | 0 | |
| 2023-09-30 | 51 | $152.9M | 0 | |
| 2023-06-30 | 49 | $156.6M | 0 | |
| 2023-03-31 | 45 | $151.1M | 0 | |
| 2022-12-31 | 42 | $146.1M | 0 | |
| 2022-09-30 | 45 | $138.2M | 0 | |
| 2022-06-30 | 48 | $156.1M | 0 | |
| 2022-03-31 | 43 | $186.1M | 0 | |
| 2021-12-31 | 40 | $177.7M | 0 | |
| 2021-09-30 | 42 | $165.5M | 0 | |
| 2021-06-30 | 43 | $163.4M | 99 | |
| 2021-03-31 | 46 | $161.6M | 14 | |
| 2020-12-31 | 38 | $149.9M | 18 | |
| 2020-09-30 | 40 | $128.4M | 12 | |
| 2020-06-30 | 38 | $128.6M | 10 | |
| 2020-03-31 | 41 | $120.5M | 38 | |
| 2019-12-31 | 42 | $174.1M | 4 | |
| 2019-09-30 | 39 | $170.8M | 6 | |
| 2019-06-30 | 37 | $167.7M | 7 | |
| 2019-03-31 | 31 | $166.7M | 11 | |
| 2018-12-31 | 31 | $151.5M | 13 | |
| 2018-09-30 | 31 | $170.6M | 7 | |
| 2018-06-30 | 35 | $172.4M | 14 | |
| 2018-03-31 | 34 | $157.6M | 3 | |
| 2017-12-31 | 34 | $157.6M | 5 | |
| 2017-09-30 | 38 | $155.7M | 7 | |
| 2017-06-30 | 42 | $157.3M | 11 | |
| 2017-03-31 | 42 | $171.7M | 7 | |
| 2016-12-31 | 42 | $164.7M | 39 | |
| 2016-09-30 | 45 | $166.5M | 13 | |
| 2016-06-30 | 47 | $153.2M | 12 | |
| 2016-03-31 | 49 | $163.3M | 7 | |
| 2015-12-31 | 50 | $167.4M | 10 | |
| 2015-09-30 | 52 | $161.8M | 13 | |
| 2015-06-30 | 47 | $167.2M | 6 | |
| 2015-03-31 | 47 | $175.1M | 9 | |
| 2014-12-31 | 50 | $172.2M | 9 | |
| 2014-09-30 | 47 | $167.5M | 12 | |
| 2014-06-30 | 46 | $177.1M | 15 | |
| 2014-03-31 | 47 | $158.4M | 5 | |
| 2013-12-31 | 46 | $154.6M | 13 | |
| 2013-09-30 | 46 | $137.3M | 13 | |
| 2013-06-30 | 51 | $129.4M | 0 |
Elkhorn Partners Limited Partnership's most significant position changes for 2026-03-31: New buy: Salesforce INC (CRM); New buy: Palo Alto Networks INC (PANW); New buy: Mediaalpha Inc-class A (MAX); New buy: Microsoft CORP; Sold out: Qnity Electronics INC (Q).
| # | 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 | IFF | Intl Flavors & Fragrances | 0% | -9.89% | Trim |
| 15 | FPH | Five Point Holdings Llc-cl A | 0% | — | Unchanged |
| 16 | HHH | Howard Hughes Holdings INC | 0% | -33.33% | Trim |
| 17 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 18 | AAPL | Apple INC | 0% | +4.67% | Add |
| 19 | 6D8 | Dupont De Nemours INC | 0% | -32.65% | Trim |
| 20 | CRDF | Cardiff Oncology INC | 0% | +16.80% | Add |
| 21 | C | Citigroup INC | 0% | -1.61% | Trim |
| 22 | CLF | Cleveland-cliffs INC | -0.1% | -23.39% | Trim |
| 23 | ADBE | Adobe INC | -0.1% | — | Unchanged |
| 24 | WTM | White Mountains Insurance Group, Ltd. | -0.1% | -6.60% | Trim |
| 25 | UNH | Unitedhealth Group INC | -0.1% | -47.78% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | -0.2% | — | Unchanged |
| 27 | CDZI | Cadiz INC | -0.3% | -1.30% | Trim |
| 28 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.05% | Trim |
| 29 | DOW | Dow INC | -0.3% | -91.70% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +0.69% | Add |
| 31 | OXY | Occidental Petroleum CORP | -1% | -98.16% | Trim |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | -1% | — | Unchanged |
| 33 | CRM | Salesforce INC | — | NEW | New buy |
| 34 | PANW | Palo Alto Networks INC | — | NEW | New buy |
| 35 | MAX | Mediaalpha Inc-class A | — | NEW | New buy |
| 36 | ✓ | Microsoft CORP | — | NEW | New buy |
| 37 | Q | Qnity Electronics INC | — | EXIT | Sold out |
| 38 | NOW | Servicenow INC | — | NEW | New buy |
| 39 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 40 | AXP | American Express Co | — | NEW | New buy |
| 41 | TAYD | Taylor Devices INC | — | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | — | NEW | New buy |
| 43 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 44 | CTO | Cto Realty Growth INC | — | EXIT | Sold out |
| 45 | CME | Cme Group INC | — | EXIT | Sold out |
| 46 | OSK | Oshkosh CORP | — | EXIT | Sold out |
| 47 | QXO | Qxo INC | — | NEW | New buy |
| 48 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 49 | CABO | Cable One INC | — | EXIT | Sold out |
| 50 | WEN | Wendy's Co/the | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-16 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-11 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-11 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-13 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-12 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
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