StockDriftsStockDriftsTop 48 Elkhorn Partners Limited Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 32.08% | 50 | $37.4M | +0.00%(+0) | $245353.50(+204.62%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 23.42% | 54.6K | $27.3M | +0.39%(+210) | $174.60(+187.13%) | 2026-06-30 | |
| WTM | WHITE MTNS INS GROUP LTD | 21.89% | 12.3K | $25.5M | -2.99%(-380) | $528.09(+304.69%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK | 4.78% | 15.6K | $5.6M | -1.89%(-300) | $36.64(+840.86%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK | 4.39% | 14.5K | $5.1M | +0.00%(+0) | $52.41(+553.83%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.93% | 11.8K | $3.4M | -2.48%(-300) | $41.14(+642.25%) | 2026-06-30 | |
| CDZI | CADIZ INC | 2.35% | 656.0K | $2.7M | +1.94%(+12.50K) | $5.29(-34.43%) | 2026-06-30 | |
| BA | BOEING CO | 0.91% | 4.9K | $1.1M | +0.00%(+0) | $194.62(+17.02%) | 2026-06-30 | |
| CME | CME GROUP INC | 0.85% | 4.5K | $994K | new | $257.62(+4.92%) | 2026-06-30 | |
| KMB | KIMBERLY CLARK CORP | 0.81% | 8.6K | $944K | +26.47%(+1.80K) | $103.65(+3.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.05% | +15.94% | +2.68% | +14.15% |
| Top 20 Holdings Unweighted | +19.06% | +68.76% | +8.86% | +52.86% |
Elkhorn Partners Limited Partnership reports $116.71M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (32.1%), BRK.B (23.4%) and WTM (21.9%). The top 20 holdings account for 97.97% of reported assets. Its disclosed equity book has returned +15.94% 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 Elkhorn Partners Limited Partnership’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 928400). View Elkhorn Partners Limited Partnership’s 13F filings on SEC