StockDriftsStockDriftsTop 50 Elgethun Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 10.11% | 60.5K | $72.6M | +18.00%(+9.23K) | $778.99(+51.40%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.47% | 135.9K | $68.0M | +2.80%(+3.71K) | $239.03(+109.74%) | 2026-06-30 | |
| FRFHF | FAIRFAX FINANCIAL | 5.83% | 25.4K | $41.9M | +2.41%(+597) | $723.25(+128.90%) | 2026-06-30 | |
| EFV | ISHARES TR | 5.04% | 472.7K | $36.2M | +3.34%(+15.29K) | $51.40(+59.11%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.25% | 368.5K | $30.5M | +1.98%(+7.15K) | $47.24(+74.93%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 3.07% | 556.1K | $22.1M | +3.02%(+16.30K) | $30.00(+37.83%) | 2026-06-30 | |
| BOC | BOSTON OMAHA CORP | 2.78% | 1.46M | $19.9M | +0.27%(+3.96K) | $16.27(-11.91%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.78% | 719.2K | $19.9M | +5.77%(+39.24K) | $19.29(+48.53%) | 2026-06-30 | |
| CASH | PATHWARD FINANCIAL INC | 2.55% | 210.5K | $18.3M | +3.33%(+6.78K) | $37.84(+129.05%) | 2026-06-30 | |
| TBBK | BANCORP INC DEL | 2.43% | 278.8K | $17.5M | +23.99%(+53.95K) | $42.36(+64.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.47% | +57.99% | +8.49% | +50.30% |
| Top 20 Holdings Unweighted | +13.18% | +44.99% | +5.84% | +32.80% |
Elgethun Capital Management reports $717.83M in US-listed equity holdings across 174 positions in its most recent 13F filing. Its largest disclosed positions are LLY (10.1%), BRK.B (9.5%) and FRFHF (5.8%). The top 20 holdings account for 66.86% of reported assets. Its disclosed equity book has returned +57.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elgethun Capital Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1638022). View Elgethun Capital Management’s 13F filings on SEC