Q4 2025 · 13F-HR
ELKHORN PARTNERS LIMITED PARTNERSHIPholdings as filed
Filed 2026-02-17 · accession 0000900440-26-000011
$158.3M
Reported value
50
Positions
2025-12-31
Period end
The Brief · ELKHORN PARTNERS LIMITED PARTNERSHIP · Q4 2025
AI · grounded in 13F
ELKHORN PARTNERS LIMITED PARTNERSHIP closed its position in ProShares TR Short S&P 500 SH, reducing its holdings by $258,720. The fund significantly trimmed its stakes in Oshkosh Corp OSK by 80% and Cleveland-Cliffs Inc New CLF by 61.25%. To offset these exits, the fund established a new position in Kimberly Clark Corp KMB valued at $252,225.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 489398107 | KW | KENNEDY-WILSON HOLDINGS INC | $40.9M | 25.9% | 4,234,500 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $37.7M | 23.8% | 50 | Common | SOLE |
| G9618E107 | WTM | WHITE MTNS INS GROUP LTD | $28.3M | 17.8% | 13,598 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.2M | 17.2% | 54,045 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC CAP STK | $5.1M | 3.24% | 16,400 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC CAP STK | $4.6M | 2.87% | 14,500 | Common | SOLE |
| 127537207 | CDZI | CADIZ INC | $3.7M | 2.31% | 652,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3.1M | 1.98% | 11,560 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $1.6M | 0.99% | 38,000 | Common | SOLE |
| 097023105 | BA | BOEING CO | $903,219 | 0.57% | 4,160 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $723,478 | 0.46% | 6,200 | Common | SOLE |
| 260557103 | DOW | DOW INC | $619,570 | 0.39% | 26,500 | Common | SOLE |
| 459506101 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $613,249 | 0.39% | 9,100 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $419,988 | 0.27% | 1,200 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $297,099 | 0.19% | 900 | Common | SOLE |
| 494368103 | KMB | KIMBERLY CLARK CORP | $252,225 | 0.16% | 2,500 | Common | SOLE |
| 30303M102 | META | FACEBOOK INC | $204,628 | 0.13% | 310 | Common | SOLE |
| 74743L100 | Q | QNITY ELECTRONICS INC | $204,125 | 0.13% | 2,500 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $196,980 | 0.12% | 4,900 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $174,300 | 0.11% | 7,000 | Common | SOLE |
| 185899101 | CLF | CLEVELAND-CLIFFS INC NEW | $164,672 | 0.10% | 12,400 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $155,249 | 0.10% | 1,900 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $129,351 | 0.08% | 150 | Common | SOLE |
| 003881307 | ACTG | ACACIA RESH CORP ACACIA TCH | $129,030 | 0.08% | 34,500 | Common | SOLE |
| 33833Q106 | FPH | FIVE POINT HOLDINGS LLC COM | $117,390 | 0.07% | 21,000 | Common | SOLE |
| 14147L108 | CRDF | CARDIFF ONCOLOGY INC | $107,061 | 0.07% | 38,100 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $93,760 | 0.06% | 1,000 | Common | SOLE |
| 877163105 | TAYD | TAYLOR DEVICES INC | $87,690 | 0.06% | 1,500 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG NAMEN | $87,050 | 0.05% | 1,660 | Common | SOLE |
| 047726302 | BATRK | ATLANTA BRAVES HLDGS INC | $59,175 | 0.04% | 1,500 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $46,164 | 0.03% | 200 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $43,974 | 0.03% | 300 | Common | SOLE |
| 22948Q101 | CTO | CTO RLTY GROWTH INC NEW | $40,502 | 0.03% | 2,200 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $37,764 | 0.02% | 300 | Common | SOLE |
| 640671400 | NEPH | NEPHROS INC | $34,160 | 0.02% | 7,000 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $27,308 | 0.02% | 100 | Common | SOLE |
| 755408101 | RDI | READING INTL INC | $27,300 | 0.02% | 26,000 | Common | SOLE |
| 688239201 | OSK | OSHKOSH CORP | $25,126 | 0.02% | 200 | Common | SOLE |
| 346563109 | FORR | FORRESTER RESH INC | $24,360 | 0.02% | 3,000 | Common | SOLE |
| 44267T102 | HHH | HOWARD HUGHES HOLDINGS INC | $23,931 | 0.02% | 300 | Common | SOLE |
| 30329Y304 | FGNX | FG NEXUS INC | $19,250 | 0.01% | 7,000 | Common | SOLE |
| 316841105 | FIG | FIGMA INC CLASS A COM | $18,685 | 0.01% | 500 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $16,935 | 0.01% | 1,500 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $12,034 | 0.01% | 100 | Common | SOLE |
| 12685J105 | CABO | CABLE ONE INC | $11,285 | 0.01% | 100 | Common | SOLE |
| 337738108 | FISV | FISSERV INC | $8,732 | 0.01% | 130 | Common | SOLE |
| 95058W100 | WEN | WENDYS CO | $8,330 | 0.01% | 1,000 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $5,175 | 0.00% | 300 | Common | SOLE |
| 682095104 | OFLX | OMEGA FLEX INC | $2,944 | 0.00% | 100 | Common | SOLE |
| 22530J309 | CREX | CREATIVE REALITIES INC | $39 | 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.