Q2 2026 13F · SEC CIK 928400

Elkhorn Partners Limited Partnership

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $116.7M
Reported positions: 50
Top holdings a year, 3 yrs: +3.0%
Average holding period: 10.4 yrs

Elkhorn Partners Limited Partnership is a hedge fund that reported 50 positions worth $116.7M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Berkshire Hathaway Inc Del (BRK-A, 32.1%), Berkshire Hathaway Inc Del (BRK-B, 23.4%), White Mtns Ins Group Ltd (WTM, 21.9%). A portfolio copying its top holdings returned 3.0% a year over the last 3 years, against 20.4% for the S&P 500.

Elkhorn Partners Limited Partnership holdings all 50 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elkhorn Partners Limited Partnership 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-ABerkshire Hathaway Inc Del	32.1%	22.9%	50	+0.0%	$37.4M
BRK-BBerkshire Hathaway Inc Del	23.4%	16.6%	54,630	+0.4%	$27.3M
WTMWhite Mtns Ins Group Ltd	21.9%	17.8%	12,320	-3.0%	$25.5M
GOOGLAlphabet Inc	4.8%	2.9%	15,600	-1.9%	$5.6M
GOOGAlphabet Inc	4.4%	2.6%	14,500	+0.0%	$5.1M
AAPLApple Inc	2.9%	2.0%	11,800	-2.5%	$3.4M
CDZICadiz Inc	2.3%	2.0%	656,000	+1.9%	$2.7M
BABoeing Co	0.9%	0.6%	4,900	+0.0%	$1.1M
CMECme Group Inc	0.9%	New	4,500	—	$994K
KMBKimberly-Clark Corp	0.8%	0.4%	8,600	+26.5%	$944K
CCitigroup Inc	0.7%	0.4%	5,900	-3.3%	$826K
IFFInternational Flavors&fragra	0.5%	0.4%	7,900	-3.7%	$626K
QXOQxo Inc	0.4%	0.0%	24,000	+2081.8%	$415K
FOXFox Corp	0.3%	New	8,000	—	$375K
METAMeta Platforms Inc	0.3%	0.3%	650	-7.1%	$366K
PANWPalo Alto Networks Inc	0.3%	0.2%	1,000	-33.3%	$341K
ADBEAdobe Inc	0.3%	0.2%	1,650	+37.5%	$338K
MSFTMicrosoft Corp	0.3%	New	830	—	$310K
UBERUber Technologies Inc	0.3%	0.1%	4,200	+61.5%	$303K
CRMSalesforce Inc	0.2%	0.2%	1,600	+23.1%	$251K
PFEPfizer Inc	0.2%	0.1%	8,500	+14.9%	$205K
BSXBoston Scientific Corp	0.2%	New	4,500	—	$192K
NFLXNetflix Inc.	0.1%	0.1%	2,300	+35.3%	$164K
DDDupont de Nemours Inc Common Stock	0.1%	New	1,200	—	$163K
AMZNAmazon Com Inc	0.1%	0.1%	600	-17.8%	$143K
UNHUnitedhealth Group Inc	0.1%	0.1%	330	-29.8%	$137K
FPHFive Point Holdings LLC	0.1%	0.1%	23,000	+9.5%	$121K
ACTGAcacia Resh Corp	0.1%	0.1%	25,000	+0.0%	$117K
CRSPCrispr Therapeutics AG	0.1%	0.1%	2,000	+5.3%	$109K
GEHCGe Healthcare Technologies I	0.1%	New	1,600	—	$102K
NOWServicenow Inc	0.1%	0.1%	1,000	-23.1%	$99K
BABAAlibaba Group Hldg Ltd	0.1%	0.0%	900	+200.0%	$86K
NVDANvidia Corporation	0.1%	0.0%	420	+40.0%	$84K
BATRKAtlanta Braves Hldgs Inc	0.1%	0.0%	1,600	+0.0%	$83K
HSYHershey Co	0.1%	New	400	—	$70K
CRDFCardiff Oncology Inc	0.1%	0.0%	48,000	+7.9%	$62K
MAXMediaalpha Inc	0.0%	0.1%	4,500	-80.4%	$57K
DOWDow Hldgs Inc	0.0%	0.1%	2,000	-9.1%	$55K
OXYOccidental Pete Corp	0.0%	0.0%	1,000	+42.9%	$49K
SHAKShake Shack Inc	0.0%	New	800	—	$45K
NEPHNephros Inc	0.0%	0.0%	11,000	-8.3%	$39K
71531T105Pershing Square USA Ltd Com Shs	0.0%	New	1,000	—	$37K
AXPAmerican Express Co	0.0%	0.1%	100	-71.4%	$34K
RDIReading Intl Inc	0.0%	0.0%	26,000	+0.0%	$33K
CABOCable One Inc	0.0%	New	550	—	$29K
FGNXFg Nexus Inc	0.0%	New	5,000	—	$26K
FORRForrester Research Inc	0.0%	0.0%	3,000	-40.0%	$25K
BHVNBiohaven Ltd	0.0%	0.0%	1,100	-45.0%	$16K
MLCIMount Logan Capital Inc	0.0%	New	1,500	—	$5K
CREXCreative Realities Inc	0.0%	0.0%	15	+0.0%	$62.00

What Elkhorn Partners Limited Partnership bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +3.0% /yr; S&P 500 +20.4%
5 years: +1.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$116.7M	50
Q1 2026	$157.1M	48
Q4 2025	$158.3M	50
Q3 2025	$147.3M	37
Q2 2025	$137.5M	37
Q1 2025	$152.6M	34
Q4 2024	$152.3M	41
Q3 2024	$155.6M	44
Q2 2024	$145.2M	49
Q1 2024	$138.6M	45
Q4 2023	$144.5M	47
Q3 2023	$152.9M	50

Questions about Elkhorn Partners Limited Partnership's portfolio

What stocks does Elkhorn Partners Limited Partnership own?

Elkhorn Partners Limited Partnership's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 50 positions worth $116.7M. The largest are Berkshire Hathaway Inc Del (BRK-A) at 32.1%, Berkshire Hathaway Inc Del (BRK-B) at 23.4%, White Mtns Ins Group Ltd (WTM) at 21.9%, Alphabet Inc (GOOGL) at 4.8% and Alphabet Inc (GOOG) at 4.4%.

What did Elkhorn Partners Limited Partnership buy last quarter?

In Q2 2026, Elkhorn Partners Limited Partnership added a new position in Cme Group Inc (CME), a new position in Fox Corp (FOX), a new position in Microsoft Corp (MSFT), a new position in Boston Scientific Corp (BSX), a new position in Dupont de Nemours Inc Common Stock (DD), Qxo Inc (QXO) (+2081.8% shares), Alibaba Group Hldg Ltd (BABA) (+200.0% shares) and Uber Technologies Inc (UBER) (+61.5% shares), compared with its Q1 2026 filing.

What did Elkhorn Partners Limited Partnership sell last quarter?

In Q2 2026, Elkhorn Partners Limited Partnership sold all of Kennedy-Wilson Holdings Inc (KW), sold all of Microsoft Corp (MSFT), sold all of Dupont de Nemours Inc (DD), sold all of Cleveland-Cliffs Inc New (CLF), sold all of Dell Technologies Inc (DELL), Mediaalpha Inc (MAX) (-80.4% shares), American Express Co (AXP) (-71.4% shares) and Biohaven Ltd (BHVN) (-45.0% shares), compared with its Q1 2026 filing.

How has Elkhorn Partners Limited Partnership's portfolio performed?

A portfolio copying Elkhorn Partners Limited Partnership's 20 largest 13F holdings each quarter, from the day each filing was public, returned +3.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +1.2% a year against +11.6%.

When is Elkhorn Partners Limited Partnership's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elkhorn Partners Limited Partnership's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.