Elkhorn Partners Limited Partnership
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), Elkhorn Partners Limited Partnership reported 46 stock positions worth $138.6 million. Its top holding was Kennedy-Wilson (KW) at 26.4% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 22.9%) and White Mountains Insurance GP (WTM, 21.0%). Compared with Q4 2023, it opened 4 new positions, sold out of 6, added to 17 and reduced 17. The biggest buy was a new position in Snowflake (SNOW) and the biggest sale Apple (AAPL, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0000928400
- Portfolio Value
- $138.6M (Q1 2024)
- SEC Filing
- 0000900440-24-000055 ↗ filed May 16, 2024
Holdings Value
Holdings 46 stocks · $138.6M
| KW Kennedy-Wilson Holdings Inc. | 26.35% | 4,257,500 | $36.5M | Add +0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 22.88% | 50 | $31.7M | No change |
| WTM White Mountains Insurance GP | 20.97% | 16,200 | $29.1M | Reduce -9.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 16.86% | 55,590 | $23.4M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 2.36% | 21,700 | $3.3M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 2.01% | 18,300 | $2.8M | Reduce -5.2% |
| AAPL Apple Inc. | 1.65% | 13,355 | $2.3M | Reduce -11.0% |
| CDZI Cadiz Inc. | 1.34% | 640,800 | $1.9M | Add +0.1% |
| CME Cme Group Inc. | 0.70% | 4,500 | $969K | Add +3.5% |
| CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW | 0.56% | 45,800 | $776K | No change |
| BA The Boeing Co. | 0.39% | 2,830 | $546K | Add +29.8% |
| DOW Dow Inc. | 0.39% | 9,400 | $545K | Reduce -10.3% |
| PROSHARES SHORT S&P500 | 0.33% | 38,000 | $451K | No change |
| CLF Cleveland-Cliffs Inc. | 0.32% | 19,500 | $443K | Add +8.3% |
| C Citigroup Inc. | 0.30% | 6,500 | $411K | Reduce -13.3% |
| TAYD Taylor Devices Inc. | 0.29% | 8,100 | $403K | Reduce -54.5% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.25% | 4,000 | $344K | Reduce -22.7% |
| DD Dupont DE Nemours Inc. | 0.21% | 3,800 | $291K | Reduce -4.6% |
| BABA Alibaba Group Holding-SP ADR | 0.18% | 3,400 | $246K | Add +18.1% |
| SNOW Snowflake Inc. | 0.16% | 1,400 | $226K | New |
| CRDF Cardiff Oncology Inc. | 0.15% | 39,000 | $208K | Reduce -40.5% |
| WBD Warner Bros Discovery Inc. | 0.12% | 19,000 | $166K | Add +6.7% |
| PFE Pfizer Inc. | 0.11% | 5,400 | $150K | Add +38.5% |
| ACTG Acacia Research Corp. | 0.11% | 27,500 | $147K | Reduce -14.3% |
| DOG Proshares Short DOW30 | 0.10% | 4,800 | $136K | No change |
| OXY Occidental Petroleum Corp. | 0.09% | 2,000 | $130K | Add +16.3% |
| MP MP Materials Corp. | 0.08% | 8,000 | $114K | Add +15.9% |
| SOFI Sofi Technologies Inc. | 0.08% | 14,800 | $108K | Add +1.4% |
| JBLU Jetblue Airways Corp. | 0.07% | 14,000 | $104K | Reduce -13.6% |
| XOM Exxon Mobil Corp. | 0.07% | 825 | $96K | Add +36.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 2,200 | $83K | Reduce -29.0% |
| NEPH Nephros Inc. | 0.06% | 36,000 | $79K | Add +12.8% |
| RDI Reading International Inc. Class A | 0.06% | 42,540 | $78K | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.05% | 950 | $70K | Add +171.4% |
| HTZ Hertz Global Hldgs Inc. | 0.04% | 7,500 | $59K | Add +50.0% |
| PARAA Paramount Global Class B | 0.04% | 5,000 | $59K | No change |
| FPH Five Point Holdings LLC Class A | 0.04% | 17,000 | $53K | No change |
| BARCLAYS BANK PLC | 0.03% | 3,500 | $45K | No change |
| UAL United Airlines Holdings Inc. | 0.03% | 820 | $39K | Reduce -48.1% |
| CVX Chevron Corp. | 0.03% | 240 | $38K | Add +33.3% |
| NWLI National Western Life Grou-A | 0.03% | 78 | $38K | Reduce -17.9% |
| RELL Richardson Elec Ltd. | 0.02% | 2,500 | $23K | New |
| WBA Walgreens Boots Alliance Inc. | 0.02% | 1,000 | $22K | New |
| KMI Kinder Morgan Inc. | 0.01% | 1,000 | $18K | Reduce -68.8% |
| DO Diamond Offshore Drilling Inc. | 0.00% | 436 | $6K | New |
| CREX Creative Realities Inc. | 0.00% | 26 | $0 | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -11.0% | 1.65% | −0.35 |
| AMN Amn Healthcare Services Inc. | Sold out | 0.00% | −0.07 |
| MAX Mediaalpha Inc. Class A | Sold out | 0.00% | −0.05 |
| IFF Intl Flavors & Fragrances | Reduce -22.7% | 0.25% | −0.04 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.04 |
| KMI Kinder Morgan Inc. | Reduce -68.8% | 0.01% | −0.03 |
| UAL United Airlines Holdings Inc. | Reduce -48.1% | 0.03% | −0.02 |
| BAC Bank of America Corp. | Reduce -29.0% | 0.06% | −0.01 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.01 |
| NWLI National Western Life Grou-A | Reduce -17.9% | 0.03% | −0.00 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.00 |
| DOW Dow Inc. | Reduce -10.3% | 0.39% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -4.6% | 0.21% | −0.00 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.00 |
| JBLU Jetblue Airways Corp. | Reduce -13.6% | 0.07% | +0.01 |
| TAYD Taylor Devices Inc. | Reduce -54.5% | 0.29% | +0.02 |
| ACTG Acacia Research Corp. | Reduce -14.3% | 0.11% | +0.02 |
| C Citigroup Inc. | Reduce -13.3% | 0.30% | +0.03 |
| CRDF Cardiff Oncology Inc. | Reduce -40.5% | 0.15% | +0.08 |
| GOOG Alphabet Inc. Class C | Reduce -5.2% | 2.01% | +0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 2.36% | +0.26 |
| WTM White Mountains Insurance GP | Reduce -9.1% | 20.97% | +2.41 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 16.86% | +2.87 |
Portfolio Buys Q4 2023 → Q1 2024
| SNOW Snowflake Inc. | New | 0.16% | +0.16 |
| CDZI Cadiz Inc. | Add +0.1% | 1.34% | +0.10 |
| CME Cme Group Inc. | Add +3.5% | 0.70% | +0.07 |
| CLF Cleveland-Cliffs Inc. | Add +8.3% | 0.32% | +0.06 |
| GILD Gilead Sciences Inc. | Add +171.4% | 0.05% | +0.03 |
| PFE Pfizer Inc. | Add +38.5% | 0.11% | +0.03 |
| XOM Exxon Mobil Corp. | Add +36.4% | 0.07% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | Add +18.1% | 0.18% | +0.02 |
| OXY Occidental Petroleum Corp. | Add +16.3% | 0.09% | +0.02 |
| RELL Richardson Elec Ltd. | New | 0.02% | +0.02 |
| WBA Walgreens Boots Alliance Inc. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +33.3% | 0.03% | +0.01 |
| HTZ Hertz Global Hldgs Inc. | Add +50.0% | 0.04% | +0.01 |
| DO Diamond Offshore Drilling Inc. | New | 0.00% | +0.00 |
| BA The Boeing Co. | Add +29.8% | 0.39% | +0.00 |
| RDI Reading International Inc. Class A | Add +0.1% | 0.06% | +0.00 |
| MP MP Materials Corp. | Add +15.9% | 0.08% | −0.01 |
| NEPH Nephros Inc. | Add +12.8% | 0.06% | −0.02 |
| WBD Warner Bros Discovery Inc. | Add +6.7% | 0.12% | −0.02 |
| SOFI Sofi Technologies Inc. | Add +1.4% | 0.08% | −0.02 |
| KW Kennedy-Wilson Holdings Inc. | Add +0.9% | 26.35% | −9.79 |
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 |