Elkhorn Partners Limited Partnership
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Elkhorn Partners Limited Partnership reported 50 stock positions worth $116.7 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 32.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 23.4%) and White Mountains Insurance GP (WTM, 21.9%). Compared with Q1 2026, it opened 11 new positions, sold out of 9, added to 16 and reduced 16. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale an exit from Kennedy-Wilson (KW).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0000928400
- Portfolio Value
- $116.7M (Q2 2026)
- SEC Filing
- 0000900440-26-000043 ↗ filed Aug 13, 2026
Holdings Value
Holdings 50 stocks · $116.7M
| BRK.A Berkshire Hathaway Inc. Class A | 32.08% | 50 | $37.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 23.42% | 54,630 | $27.3M | Add +0.4% |
| WTM White Mountains Insurance GP | 21.89% | 12,320 | $25.5M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 4.78% | 15,600 | $5.6M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 4.39% | 14,500 | $5.1M | No change |
| AAPL Apple Inc. | 2.93% | 11,800 | $3.4M | Reduce -2.5% |
| CDZI Cadiz Inc. | 2.35% | 656,000 | $2.7M | Add +1.9% |
| BA The Boeing Co. | 0.91% | 4,900 | $1.1M | No change |
| CME Cme Group Inc. | 0.85% | 4,500 | $994K | New |
| KMB Kimberly-Clark Corp. | 0.81% | 8,600 | $944K | Add +26.5% |
| C Citigroup Inc. | 0.71% | 5,900 | $826K | Reduce -3.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.54% | 7,900 | $626K | Reduce -3.7% |
| QXO Qxo Inc. | 0.36% | 24,000 | $415K | Add +2081.8% |
| FOX Fox Corp. Class B | 0.32% | 8,000 | $375K | New |
| META Meta Platforms Inc. Class A | 0.31% | 650 | $366K | Reduce -7.1% |
| PANW Palo Alto Networks Inc. | 0.29% | 1,000 | $341K | Reduce -33.3% |
| ADBE Adobe Inc. | 0.29% | 1,650 | $338K | Add +37.5% |
| MSFT Microsoft Corp. | 0.27% | 830 | $310K | New |
| UBER Uber Technologies Inc. | 0.26% | 4,200 | $303K | Add +61.5% |
| CRM Salesforce Inc. | 0.21% | 1,600 | $251K | Add +23.1% |
| PFE Pfizer Inc. | 0.18% | 8,500 | $205K | Add +14.9% |
| BSX Boston Scientific Corp. | 0.16% | 4,500 | $192K | New |
| NFLX Netflix Inc. | 0.14% | 2,300 | $164K | Add +35.3% |
| DD Dupont DE Nemours Inc. | 0.14% | 1,200 | $163K | Add +9.1% |
| AMZN Amazon.com Inc. | 0.12% | 600 | $143K | Reduce -17.8% |
| UNH Unitedhealth Group Inc. | 0.12% | 330 | $137K | Reduce -29.8% |
| FPH Five Point Holdings LLC Class A | 0.10% | 23,000 | $121K | Add +9.5% |
| ACTG Acacia Research Corp. | 0.10% | 25,000 | $117K | No change |
| CRSP Crispr Therapeutics AG | 0.09% | 2,000 | $109K | Add +5.3% |
| GEHC GE Healthcare Technology | 0.09% | 1,600 | $102K | New |
| NOW ServiceNow Inc. | 0.09% | 1,000 | $99K | Reduce -23.1% |
| BABA Alibaba Group Holding-SP ADR | 0.07% | 900 | $86K | Add +200.0% |
| NVDA Nvidia Corp. | 0.07% | 420 | $84K | Add +40.0% |
| BATRK Atlanta Braves Holdings in-C | 0.07% | 1,600 | $83K | No change |
| HSY The Hershey Co. | 0.06% | 400 | $70K | New |
| CRDF Cardiff Oncology Inc. | 0.05% | 48,000 | $62K | Add +7.9% |
| MAX Mediaalpha Inc. Class A | 0.05% | 4,500 | $57K | Reduce -80.4% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.05% | 2,000 | $55K | Reduce -9.1% |
| OXY Occidental Petroleum Corp. | 0.04% | 1,000 | $49K | Add +42.9% |
| SHAK Shake Shack Inc. Class A | 0.04% | 800 | $45K | New |
| NEPH Nephros Inc. | 0.03% | 11,000 | $39K | Reduce -8.3% |
| PSUS Pershing Square USA Ltd. | 0.03% | 1,000 | $37K | New |
| AXP American Express Co. | 0.03% | 100 | $34K | Reduce -71.4% |
| RDI Reading International Inc. Class A | 0.03% | 26,000 | $33K | No change |
| CABO Cable One Inc. | 0.03% | 550 | $29K | New |
| FGNX FG Nexus Inc. | 0.02% | 5,000 | $26K | New |
| FORR Forrester Research Inc. | 0.02% | 3,000 | $25K | Reduce -40.0% |
| BHVN Biohaven Ltd. | 0.01% | 1,100 | $16K | Reduce -45.0% |
| MLCI Mount Logan Capital Inc. | 0.00% | 1,500 | $5K | New |
| CREX Creative Realities Inc. | 0.00% | 15 | $62 | No change |
Portfolio Sells Q1 2026 → Q2 2026
| KW Kennedy-Wilson Holdings Inc. | Sold out | 0.00% | −28.92 |
| MICROSOFT CORP | Sold out | 0.00% | −0.13 |
| MAX Mediaalpha Inc. Class A | Reduce -80.4% | 0.05% | −0.09 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.05 |
| AXP American Express Co. | Reduce -71.4% | 0.03% | −0.04 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.03 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| DOW Dow Inc. | Reduce -9.1% | 0.05% | −0.01 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.01 |
| HHH Howard Hughes Holdings Inc. | Sold out | 0.00% | −0.01 |
| FG NEXUS INC. | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -23.1% | 0.09% | −0.00 |
| BHVN Biohaven Ltd. | Reduce -45.0% | 0.01% | +0.00 |
| FORR Forrester Research Inc. | Reduce -40.0% | 0.02% | +0.00 |
| NEPH Nephros Inc. | Reduce -8.3% | 0.03% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -17.8% | 0.12% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -29.8% | 0.12% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -7.1% | 0.31% | +0.06 |
| PANW Palo Alto Networks Inc. | Reduce -33.3% | 0.29% | +0.14 |
| IFF Intl Flavors & Fragrances | Reduce -3.7% | 0.54% | +0.16 |
| C Citigroup Inc. | Reduce -3.3% | 0.71% | +0.27 |
| AAPL Apple Inc. | Reduce -2.5% | 2.93% | +0.97 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 4.78% | +1.87 |
| WTM White Mountains Insurance GP | Reduce -3.0% | 21.89% | +4.12 |
Portfolio Buys Q1 2026 → Q2 2026
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 23.42% | +6.82 |
| CME Cme Group Inc. | New | 0.85% | +0.85 |
| KMB Kimberly-Clark Corp. | Add +26.5% | 0.81% | +0.39 |
| QXO Qxo Inc. | Add +2081.8% | 0.36% | +0.34 |
| CDZI Cadiz Inc. | Add +1.9% | 2.35% | +0.34 |
| FOX Fox Corp. Class B | New | 0.32% | +0.32 |
| MSFT Microsoft Corp. | New | 0.27% | +0.27 |
| BSX Boston Scientific Corp. | New | 0.16% | +0.16 |
| UBER Uber Technologies Inc. | Add +61.5% | 0.26% | +0.14 |
| ADBE Adobe Inc. | Add +37.5% | 0.29% | +0.10 |
| GEHC GE Healthcare Technology | New | 0.09% | +0.09 |
| CRM Salesforce Inc. | Add +23.1% | 0.21% | +0.06 |
| HSY The Hershey Co. | New | 0.06% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | Add +200.0% | 0.07% | +0.05 |
| DD Dupont DE Nemours Inc. | Add +9.1% | 0.14% | +0.04 |
| PFE Pfizer Inc. | Add +14.9% | 0.18% | +0.04 |
| FPH Five Point Holdings LLC Class A | Add +9.5% | 0.10% | +0.04 |
| NVDA Nvidia Corp. | Add +40.0% | 0.07% | +0.04 |
| SHAK Shake Shack Inc. Class A | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +35.3% | 0.14% | +0.04 |
| CRSP Crispr Therapeutics AG | Add +5.3% | 0.09% | +0.04 |
| PSUS Pershing Square USA Ltd. | New | 0.03% | +0.03 |
| CABO Cable One Inc. | New | 0.03% | +0.03 |
| FGNX FG Nexus Inc. | New | 0.02% | +0.02 |
| OXY Occidental Petroleum Corp. | Add +42.9% | 0.04% | +0.01 |
| CRDF Cardiff Oncology Inc. | Add +7.9% | 0.05% | +0.01 |
| MLCI Mount Logan Capital Inc. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 50 | $116.7M | BRK.A, BRK.B, WTM, GOOGL, GOOG |
| Q1 2026 | 48 | $157.1M | KW, BRK.A, WTM, BRK.B, GOOGL |
| Q4 2025 | 50 | $158.3M | KW, BRK.A, WTM, BRK.B, GOOGL |
| Q3 2025 | 37 | $147.3M | BRK.A, KW, BRK.B, WTM, GOOGL |
| Q2 2025 | 37 | $137.5M | BRK.A, KW, WTM, BRK.B, GOOGL |
| Q1 2025 | 35 | $152.6M | BRK.A, KW, WTM, BRK.B, GOOGL |
| Q4 2024 | 42 | $152.3M | KW, BRK.A, WTM, BRK.B, GOOGL |
| Q3 2024 | 45 | $155.6M | KW, BRK.A, WTM, BRK.B, GOOGL |
| Q2 2024 | 50 | $145.2M | KW, BRK.A, WTM, BRK.B, GOOGL |
| Q1 2024Amended | 46 | $138.6M | KW, BRK.A, WTM, BRK.B, GOOGL |