Elkhorn Partners Limited Partnership
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Elkhorn Partners Limited Partnership reported 50 stock positions worth $145.2 million. Its top holding was Kennedy-Wilson (KW) at 28.5% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 21.1%) and White Mountains Insurance GP (WTM, 20.2%). Compared with Q1 2024, it opened 8 new positions, sold out of 4, added to 16 and reduced 14. The biggest buy was Occidental Petroleum (OXY, shares +525%) and the biggest sale White Mountains Insurance GP (WTM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0000928400
- Portfolio Value
- $145.2M (Q2 2024)
- SEC Filing
- 0000900440-24-000071 ↗ filed Aug 12, 2024
Holdings Value
Holdings 50 stocks · $145.2M
| KW Kennedy-Wilson Holdings Inc. | 28.49% | 4,256,900 | $41.4M | Reduce -0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 21.08% | 50 | $30.6M | No change |
| WTM White Mountains Insurance GP | 20.16% | 16,110 | $29.3M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 15.62% | 55,770 | $22.7M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 2.70% | 21,500 | $3.9M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 2.22% | 17,600 | $3.2M | Reduce -3.8% |
| AAPL Apple Inc. | 1.95% | 13,455 | $2.8M | Add +0.8% |
| CDZI Cadiz Inc. | 1.39% | 655,247 | $2.0M | Add +2.3% |
| CME Cme Group Inc. | 0.70% | 5,200 | $1.0M | Add +15.6% |
| CLF Cleveland-Cliffs Inc. | 0.67% | 63,500 | $977K | Add +225.6% |
| OXY Occidental Petroleum Corp. | 0.54% | 12,500 | $788K | Add +525.0% |
| CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW | 0.53% | 44,000 | $768K | Reduce -3.9% |
| BA The Boeing Co. | 0.46% | 3,650 | $664K | Add +29.0% |
| SNOW Snowflake Inc. | 0.43% | 4,600 | $621K | Add +228.6% |
| DOW Dow Inc. | 0.31% | 8,600 | $456K | Reduce -8.5% |
| PROSHARES SHORT S&P500 | 0.30% | 38,000 | $434K | No change |
| C Citigroup Inc. | 0.28% | 6,400 | $406K | Reduce -1.5% |
| GILD Gilead Sciences Inc. | 0.27% | 5,650 | $388K | Add +494.7% |
| DD Dupont DE Nemours Inc. | 0.19% | 3,421 | $275K | Reduce -10.0% |
| BABA Alibaba Group Holding-SP ADR | 0.18% | 3,700 | $266K | Add +8.8% |
| PFE Pfizer Inc. | 0.14% | 7,000 | $196K | Add +29.6% |
| TAYD Taylor Devices Inc. | 0.13% | 4,300 | $193K | Reduce -46.9% |
| CSCO Cisco Systems Inc. | 0.11% | 3,500 | $166K | New |
| WBD Warner Bros Discovery Inc. | 0.11% | 21,000 | $156K | Add +10.5% |
| DOG Proshares Short DOW30 | 0.10% | 4,800 | $139K | No change |
| ACTG Acacia Research Corp. | 0.09% | 26,000 | $130K | Reduce -5.5% |
| BHVN Biohaven Ltd. | 0.09% | 3,600 | $125K | New |
| MP MP Materials Corp. | 0.07% | 8,000 | $102K | No change |
| SOFI Sofi Technologies Inc. | 0.07% | 14,800 | $98K | No change |
| CRDF Cardiff Oncology Inc. | 0.06% | 41,000 | $91K | Add +5.1% |
| JBLU Jetblue Airways Corp. | 0.06% | 14,300 | $87K | Add +2.1% |
| NEPH Nephros Inc. | 0.05% | 36,000 | $76K | No change |
| ADBE Adobe Inc. | 0.05% | 125 | $69K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 1,600 | $64K | Reduce -27.3% |
| RDI Reading International Inc. Class A | 0.04% | 42,540 | $60K | No change |
| CRSP Crispr Therapeutics AG | 0.04% | 1,000 | $54K | New |
| FPH Five Point Holdings LLC Class A | 0.03% | 17,000 | $50K | No change |
| SIRI Sirius XM Holdings Inc. | 0.03% | 16,000 | $45K | New |
| WBA Walgreens Boots Alliance Inc. | 0.03% | 3,500 | $42K | Add +250.0% |
| CVS CVS Health Corp. | 0.03% | 700 | $41K | New |
| NWLI National Western Life Grou-A | 0.03% | 78 | $39K | No change |
| BARCLAYS BANK PLC | 0.03% | 3,500 | $38K | No change |
| XOM Exxon Mobil Corp. | 0.02% | 270 | $31K | Reduce -67.3% |
| GEHC GE Healthcare Technology | 0.02% | 400 | $31K | New |
| HTZ Hertz Global Hldgs Inc. | 0.02% | 8,800 | $31K | Add +17.3% |
| PARAA Paramount Global Class B | 0.01% | 2,000 | $21K | Reduce -60.0% |
| AMN Amn Healthcare Services Inc. | 0.01% | 300 | $15K | New |
| DO Diamond Offshore Drilling Inc. | 0.00% | 436 | $7K | No change |
| RELL Richardson Elec Ltd. | 0.00% | 200 | $2K | Reduce -92.0% |
| CREX Creative Realities Inc. | 0.00% | 26 | $0 | No change |
Portfolio Sells Q1 2024 → Q2 2024
| WTM White Mountains Insurance GP | Reduce -0.6% | 20.16% | −0.81 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.25 |
| TAYD Taylor Devices Inc. | Reduce -46.9% | 0.13% | −0.16 |
| DOW Dow Inc. | Reduce -8.5% | 0.31% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -67.3% | 0.02% | −0.05 |
| CTO Cto Realty Growth Inc. | Reduce -3.9% | 0.53% | −0.03 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.03 |
| PARAA Paramount Global Class B | Reduce -60.0% | 0.01% | −0.03 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -10.0% | 0.19% | −0.02 |
| C Citigroup Inc. | Reduce -1.5% | 0.28% | −0.02 |
| ACTG Acacia Research Corp. | Reduce -5.5% | 0.09% | −0.02 |
| BAC Bank of America Corp. | Reduce -27.3% | 0.04% | −0.02 |
| RELL Richardson Elec Ltd. | Reduce -92.0% | 0.00% | −0.02 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -3.8% | 2.22% | +0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 2.70% | +0.33 |
| KW Kennedy-Wilson Holdings Inc. | Reduce -0.0% | 28.49% | +2.14 |
Portfolio Buys Q1 2024 → Q2 2024
| OXY Occidental Petroleum Corp. | Add +525.0% | 0.54% | +0.45 |
| CLF Cleveland-Cliffs Inc. | Add +225.6% | 0.67% | +0.35 |
| AAPL Apple Inc. | Add +0.8% | 1.95% | +0.30 |
| SNOW Snowflake Inc. | Add +228.6% | 0.43% | +0.26 |
| GILD Gilead Sciences Inc. | Add +494.7% | 0.27% | +0.22 |
| CSCO Cisco Systems Inc. | New | 0.11% | +0.11 |
| BHVN Biohaven Ltd. | New | 0.09% | +0.09 |
| BA The Boeing Co. | Add +29.0% | 0.46% | +0.06 |
| CDZI Cadiz Inc. | Add +2.3% | 1.39% | +0.05 |
| ADBE Adobe Inc. | New | 0.05% | +0.05 |
| CRSP Crispr Therapeutics AG | New | 0.04% | +0.04 |
| SIRI Sirius XM Holdings Inc. | New | 0.03% | +0.03 |
| CVS CVS Health Corp. | New | 0.03% | +0.03 |
| PFE Pfizer Inc. | Add +29.6% | 0.14% | +0.03 |
| GEHC GE Healthcare Technology | New | 0.02% | +0.02 |
| WBA Walgreens Boots Alliance Inc. | Add +250.0% | 0.03% | +0.01 |
| AMN Amn Healthcare Services Inc. | New | 0.01% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +8.8% | 0.18% | +0.01 |
| CME Cme Group Inc. | Add +15.6% | 0.70% | +0.00 |
| WBD Warner Bros Discovery Inc. | Add +10.5% | 0.11% | −0.01 |
| JBLU Jetblue Airways Corp. | Add +2.1% | 0.06% | −0.02 |
| HTZ Hertz Global Hldgs Inc. | Add +17.3% | 0.02% | −0.02 |
| CRDF Cardiff Oncology Inc. | Add +5.1% | 0.06% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 15.62% | −1.24 |
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 |