Elkhorn Partners Limited Partnership
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Elkhorn Partners Limited Partnership reported 45 stock positions worth $155.6 million. Its top holding was Kennedy-Wilson (KW) at 30.2% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 22.2%) and White Mountains Insurance GP (WTM, 17.6%). Compared with Q2 2024, it opened 5 new positions, sold out of 10, added to 16 and reduced 16. The biggest buy was Occidental Petroleum (OXY, shares +220%) and the biggest sale Cto Realty Growth (CTO, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0000928400
- Portfolio Value
- $155.6M (Q3 2024)
- SEC Filing
- 0000900440-24-000103 ↗ filed Nov 13, 2024
Holdings Value
Holdings 45 stocks · $155.6M
| KW Kennedy-Wilson Holdings Inc. | 30.15% | 4,246,000 | $46.9M | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 22.21% | 50 | $34.6M | No change |
| WTM White Mountains Insurance GP | 17.63% | 16,175 | $27.4M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 16.33% | 55,200 | $25.4M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 2.29% | 21,500 | $3.6M | No change |
| AAPL Apple Inc. | 1.96% | 13,100 | $3.1M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 1.93% | 17,930 | $3.0M | Add +1.9% |
| OXY Occidental Petroleum Corp. | 1.33% | 40,000 | $2.1M | Add +220.0% |
| CDZI Cadiz Inc. | 1.25% | 642,500 | $1.9M | Reduce -1.9% |
| CLF Cleveland-Cliffs Inc. | 0.79% | 96,000 | $1.2M | Add +51.2% |
| BA The Boeing Co. | 0.47% | 4,760 | $724K | Add +30.4% |
| SNOW Snowflake Inc. | 0.44% | 5,900 | $678K | Add +28.3% |
| CME Cme Group Inc. | 0.37% | 2,600 | $574K | Reduce -50.0% |
| DOW Dow Inc. | 0.31% | 8,800 | $481K | Add +2.3% |
| C Citigroup Inc. | 0.29% | 7,200 | $451K | Add +12.5% |
| PROSHARES SHORT S&P500 | 0.26% | 37,600 | $408K | Reduce -1.1% |
| BABA Alibaba Group Holding-SP ADR | 0.19% | 2,800 | $297K | Reduce -24.3% |
| DD Dupont DE Nemours Inc. | 0.17% | 2,900 | $258K | Reduce -15.2% |
| DELL Dell Technologies -C | 0.14% | 1,900 | $225K | New |
| PFE Pfizer Inc. | 0.11% | 6,100 | $177K | Reduce -12.9% |
| WBD Warner Bros Discovery Inc. | 0.11% | 21,000 | $173K | No change |
| MRNA Moderna Inc. | 0.09% | 2,200 | $147K | New |
| CRSP Crispr Therapeutics AG | 0.09% | 3,100 | $146K | Add +210.0% |
| ACTG Acacia Research Corp. | 0.09% | 29,000 | $135K | Add +11.5% |
| DOG Proshares Short DOW30 | 0.08% | 4,800 | $128K | No change |
| CTO Cto Realty Growth Inc. filed as CTO RLTY GROWTH INC NEW | 0.08% | 6,500 | $124K | Reduce -85.2% |
| CRDF Cardiff Oncology Inc. | 0.08% | 45,000 | $120K | Add +9.8% |
| SOFI Sofi Technologies Inc. | 0.07% | 14,800 | $116K | No change |
| FPH Five Point Holdings LLC Class A | 0.07% | 26,500 | $110K | Add +55.9% |
| BHVN Biohaven Ltd. | 0.07% | 2,200 | $110K | Reduce -38.9% |
| ADBE Adobe Inc. | 0.07% | 200 | $104K | Add +60.0% |
| TAYD Taylor Devices Inc. | 0.06% | 2,000 | $100K | Reduce -53.5% |
| JBLU Jetblue Airways Corp. | 0.05% | 12,800 | $84K | Reduce -10.5% |
| MP MP Materials Corp. | 0.04% | 3,900 | $69K | Reduce -51.3% |
| RDI Reading International Inc. Class A | 0.04% | 42,540 | $69K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 570 | $67K | Add +111.1% |
| CSCO Cisco Systems Inc. | 0.04% | 1,200 | $64K | Reduce -65.7% |
| NEPH Nephros Inc. | 0.04% | 36,441 | $62K | Add +1.2% |
| NVDA Nvidia Corp. | 0.04% | 500 | $61K | New |
| OSK Oshkosh Corp. | 0.04% | 600 | $60K | New |
| WBA Walgreens Boots Alliance Inc. | 0.02% | 3,700 | $33K | Add +5.7% |
| HTZ Hertz Global Hldgs Inc. | 0.02% | 8,800 | $29K | No change |
| LUV Southwest Airlines Co. | 0.02% | 800 | $24K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 400 | $16K | Reduce -75.0% |
| CREX Creative Realities Inc. | 0.00% | 26 | $0 | No change |
Portfolio Sells Q2 2024 → Q3 2024
| CTO Cto Realty Growth Inc. | Reduce -85.2% | 0.08% | −0.45 |
| CME Cme Group Inc. | Reduce -50.0% | 0.37% | −0.33 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.27 |
| CDZI Cadiz Inc. | Reduce -1.9% | 1.25% | −0.14 |
| CSCO Cisco Systems Inc. | Reduce -65.7% | 0.04% | −0.07 |
| TAYD Taylor Devices Inc. | Reduce -53.5% | 0.06% | −0.07 |
| PROSHARES SHORT S&P500 | Reduce -1.1% | 0.26% | −0.04 |
| BAC Bank of America Corp. | Reduce -75.0% | 0.01% | −0.03 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| NWLI National Western Life Grou-A | Sold out | 0.00% | −0.03 |
| BARCLAYS BANK PLC | Sold out | 0.00% | −0.03 |
| MP MP Materials Corp. | Reduce -51.3% | 0.04% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -15.2% | 0.17% | −0.02 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -12.9% | 0.11% | −0.02 |
| BHVN Biohaven Ltd. | Reduce -38.9% | 0.07% | −0.02 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.01 |
| AMN Amn Healthcare Services Inc. | Sold out | 0.00% | −0.01 |
| JBLU Jetblue Airways Corp. | Reduce -10.5% | 0.05% | −0.01 |
| DO Diamond Offshore Drilling Inc. | Sold out | 0.00% | −0.00 |
| RELL Richardson Elec Ltd. | Sold out | 0.00% | −0.00 |
| BABA Alibaba Group Holding-SP ADR | Reduce -24.3% | 0.19% | +0.01 |
| AAPL Apple Inc. | Reduce -2.6% | 1.96% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 16.33% | +0.71 |
| KW Kennedy-Wilson Holdings Inc. | Reduce -0.3% | 30.15% | +1.66 |
Portfolio Buys Q2 2024 → Q3 2024
| OXY Occidental Petroleum Corp. | Add +220.0% | 1.33% | +0.78 |
| DELL Dell Technologies -C | New | 0.14% | +0.14 |
| CLF Cleveland-Cliffs Inc. | Add +51.2% | 0.79% | +0.12 |
| MRNA Moderna Inc. | New | 0.09% | +0.09 |
| CRSP Crispr Therapeutics AG | Add +210.0% | 0.09% | +0.06 |
| NVDA Nvidia Corp. | New | 0.04% | +0.04 |
| OSK Oshkosh Corp. | New | 0.04% | +0.04 |
| FPH Five Point Holdings LLC Class A | Add +55.9% | 0.07% | +0.04 |
| XOM Exxon Mobil Corp. | Add +111.1% | 0.04% | +0.02 |
| ADBE Adobe Inc. | Add +60.0% | 0.07% | +0.02 |
| LUV Southwest Airlines Co. | New | 0.02% | +0.02 |
| CRDF Cardiff Oncology Inc. | Add +9.8% | 0.08% | +0.01 |
| C Citigroup Inc. | Add +12.5% | 0.29% | +0.01 |
| BA The Boeing Co. | Add +30.4% | 0.47% | +0.01 |
| SNOW Snowflake Inc. | Add +28.3% | 0.44% | +0.01 |
| ACTG Acacia Research Corp. | Add +11.5% | 0.09% | −0.00 |
| DOW Dow Inc. | Add +2.3% | 0.31% | −0.00 |
| WBA Walgreens Boots Alliance Inc. | Add +5.7% | 0.02% | −0.01 |
| NEPH Nephros Inc. | Add +1.2% | 0.04% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 1.93% | −0.30 |
| WTM White Mountains Insurance GP | Add +0.4% | 17.63% | −2.53 |
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 |