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13F holdings · Q2 2026

Elkhorn Partners Limited Partnership

Omaha, NE · files as Elkhorn Partners Limited Partnership
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 928400

Elkhorn Partners Limited Partnership reported 50 stocks worth $117M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BRK.A (32.1%), BRK.B (23.4%) and WTM (21.9%). Compared with Q1 2026, the fund opened new positions in CME, FOX and MSFT, added to BRK.B, CDZI and KMB, trimmed WTM, GOOGL and AAPL and sold out of MSFT, DD and CLF.

Reported value$117M−25.7% vs last quarter
Stocks held5012 new · 10 sold out
Top 5 weight86.5%very concentrated
Turnover44%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
BRK.A
Berkshire Hathaway Inc Dclass A
$37.4M32.1%50No change8 of 8
2
BRK.B
Berkshire Hathaway Inc Del
$27.3M23.4%55K+210 (+0%)8 of 8
3
WTM
White Mtns Ins Group Ltd
$25.5M21.9%12K−380 (−3%)8 of 8
4
GOOGL
Alphabet Inc
$5.6M4.8%16K−300 (−2%)8 of 8
5
GOOG
Alphabet Inc
$5.1M4.4%15KNo change8 of 8
6
AAPL
Apple Inc
$3.4M2.9%12K−300 (−2%)8 of 8
7
CDZI
Cadiz Inc
$2.7M2.4%656K+13K (+2%)8 of 8
8
BA
Boeing Co
$1.1M0.9%4,900No change8 of 8
9
CME
Cme Group Inc
$994K0.8%4,500New position4 of 8
10
KMB
Kimberly Clark Corp
$944K0.8%8,600+1,800 (+26%)3 of 8
🔒 40 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
KENNEDY-WILSON HOLDINGS INC
$45.4M4.2M
MSFT
Microsoft Corp
$209K565
DD
Dupont DE Nemours Inc
$151K3,300
CLF
Cleveland-Cliffs Inc New
$80K9,500
DELL
Dell Technologies Inc
$49K300

🔒 Free account: see all 10.

Reported value

last 8 quarters
$156KQ3 '24
$152KQ4 '24
$153KQ1 '25
$138MQ2 '25
$147MQ3 '25
$158MQ4 '25
$157MQ1 '26
$117MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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Elkhorn Partners Limited Partnership 13F FAQ

What does Elkhorn Partners Limited Partnership own?

Elkhorn Partners Limited Partnership reported 50 stocks worth $117M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are BRK.A (32.1%), BRK.B (23.4%) and WTM (21.9%). The table above lists every position in the filing (the top 10 without an account).

What did Elkhorn Partners Limited Partnership buy and sell in Q2 2026?

Compared with Q1 2026: 12 new positions, 15 added to, 16 trimmed and 10 sold out. New positions include CME, FOX and MSFT. It sold all of MSFT, DD and CLF.

When will Elkhorn Partners Limited Partnership file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Elkhorn Partners Limited Partnership's portfolio worth?

The Q2 2026 filing reports $117M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.