Q2 2025 · 13F-HR
ELKHORN PARTNERS LIMITED PARTNERSHIPholdings as filed
Filed 2025-08-14 · accession 0000900440-25-000278
$137.5M
Reported value
37
Positions
2025-06-30
Period end
The Brief · ELKHORN PARTNERS LIMITED PARTNERSHIP · Q2 2025
AI · grounded in 13F
ELKHORN PARTNERS LIMITED PARTNERSHIP established a new position in Berkshire Hathaway Inc. BRK/A valued at $36.44M. The fund also initiated new stakes in Kennedy-Wilson Hldgs KW for $28.91M and White Mtns Ins Group Ltd WTM for $26.76M. Additional new positions include Berkshire Hathaway Inc. BRK/B and Alphabet Inc. GOOGL and GOOG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670108 | BRK/A | Berkshire Hathaway Inc. | $36.4M | 26.5% | 50 | Common | SOLE |
| 489398107 | KW | Kennedy-Wilson Hldgs | $28.9M | 21.0% | 4,251,400 | Common | SOLE |
| G9618E107 | WTM | White Mtns Ins Group Ltd | $26.8M | 19.5% | 14,900 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. | $26.4M | 19.2% | 54,310 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc - CL A | $3.5M | 2.55% | 19,900 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc - CL C | $2.9M | 2.14% | 16,600 | Common | SOLE |
| 037833100 | AAPL | Apple Computer Inc | $2.6M | 1.86% | 12,500 | Common | SOLE |
| 127537207 | CDZI | Cadiz Inc. | $2.0M | 1.48% | 683,000 | Common | SOLE |
| 674599105 | OXY | Occidental Pete Corp. | $1.8M | 1.28% | 41,750 | Common | SOLE |
| 097023105 | BA | Boeing Co | $853,835 | 0.62% | 4,075 | Common | SOLE |
| 260557103 | DOW | Dow Inc. | $725,552 | 0.53% | 27,400 | Common | SOLE |
| 172967424 | C | Citigroup Inc. | $604,352 | 0.44% | 7,100 | Common | SOLE |
| 185899101 | CLF | Cleveland-Cliffs Inc. | $551,000 | 0.40% | 72,500 | Common | SOLE |
| 00724F101 | ADBE | Adobe Systems Incorporated | $541,632 | 0.39% | 1,400 | Common | SOLE |
| 91324P102 | UNH | United Health Group Inc. | $327,569 | 0.24% | 1,050 | Common | SOLE |
| 26614N102 | DD | Dupont DE Nemours Inc. | $317,572 | 0.23% | 4,630 | Common | SOLE |
| 74349Y753 | SH | Proshares Short S&P 500 | $277,760 | 0.20% | 7,000 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies Inc. | $270,570 | 0.20% | 2,900 | Common | SOLE |
| 717081103 | PFE | Pfizer Inc. | $261,792 | 0.19% | 10,800 | Common | SOLE |
| H17182108 | CRSP | Crispr Therapeutics AG Namen | $194,560 | 0.14% | 4,000 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies Inc. | $183,900 | 0.13% | 1,500 | Common | SOLE |
| 688239201 | OSK | Oshkosh Corp. | $170,310 | 0.12% | 1,500 | Common | SOLE |
| 12685J105 | CABO | Cable One Inc. | $135,810 | 0.10% | 1,000 | Common | SOLE |
| 003881307 | ACTG | Acacia Research | $123,510 | 0.09% | 34,500 | Common | SOLE |
| 33833Q106 | FPH | Five Point Holdings LLC | $121,000 | 0.09% | 22,000 | Common | SOLE |
| 14147L108 | CRDF | Cardiff Oncology Inc. | $107,100 | 0.08% | 34,000 | Common | SOLE |
| 877163105 | TAYD | Taylor Devices Inc. | $86,800 | 0.06% | 2,000 | Common | SOLE |
| 22948Q101 | CTO | CTO Realty Growth Inc. | $86,300 | 0.06% | 5,000 | Common | SOLE |
| G1110E107 | BHVN | Biohaven LTD | $81,838 | 0.06% | 5,800 | Common | SOLE |
| 640671400 | NEPH | Nephros Inc. | $59,305 | 0.04% | 14,500 | Common | SOLE |
| 01609W102 | BABA | Alibaba Group Hldg LTD | $45,364 | 0.03% | 400 | Common | SOLE |
| 459506101 | IFF | International Flavors & Fragrance | $44,130 | 0.03% | 600 | Common | SOLE |
| 755408101 | RDI | Reading International Inc | $34,840 | 0.03% | 26,000 | Common | SOLE |
| 36266G107 | GEHC | GE Healthcare Technologies | $22,221 | 0.02% | 300 | Common | SOLE |
| 82846H405 | QXO | QXO Inc. | $8,616 | 0.01% | 400 | Common | SOLE |
| 427866108 | HSY | Hershey Co. | $6,638 | 0.00% | 40 | Common | SOLE |
| 22530J309 | CREX | Creative Realities Inc. | $51 | 0.00% | 15 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.