Q1 2026 · 13F-HR
ELKHORN PARTNERS LIMITED PARTNERSHIPholdings as filed
Filed 2026-05-14 · accession 0000900440-26-000041
$157.1M
Reported value
48
Positions
2026-03-31
Period end
The Brief · ELKHORN PARTNERS LIMITED PARTNERSHIP · Q1 2026
AI · grounded in 13F
ELKHORN PARTNERS LIMITED PARTNERSHIP established a new position in CRM with a $242,671 investment. The fund also opened new stakes in PANW for $240,480 and MAX for $213,900. On the selling side, the fund trimmed its holdings in OXY by 98.16% and DOW by 91.70%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 489398107 | KW | KENNEDY-WILSON HOLDINGS INC | $45.4M | 28.9% | 4,199,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $35.9M | 22.9% | 50 | Common | SOLE |
| G9618E107 | WTM | WHITE MTNS INS GROUP LTD | $27.9M | 17.8% | 12,700 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.1M | 16.6% | 54,420 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC CAP STK | $4.6M | 2.91% | 15,900 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC CAP STK | $4.2M | 2.65% | 14,500 | Common | SOLE |
| 127537207 | CDZI | CADIZ INC | $3.2M | 2.01% | 643,500 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3.1M | 1.96% | 12,100 | Common | SOLE |
| 097023105 | BA | BOEING CO | $975,247 | 0.62% | 4,900 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $691,801 | 0.44% | 6,100 | Common | SOLE |
| 494368103 | KMB | KIMBERLY CLARK CORP | $655,996 | 0.42% | 6,800 | Common | SOLE |
| 459506101 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $594,910 | 0.38% | 8,200 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $400,491 | 0.25% | 700 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $291,696 | 0.19% | 1,200 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $242,671 | 0.15% | 1,300 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $240,480 | 0.15% | 1,500 | Common | SOLE |
| 58450V104 | MAX | MEDIAALPHA INC | $213,900 | 0.14% | 23,000 | Common | SOLE |
| 594918404 | MSFT | MICROSOFT CORP | $209,146 | 0.13% | 565 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $207,792 | 0.13% | 7,400 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $187,018 | 0.12% | 2,600 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $163,455 | 0.10% | 1,700 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $152,037 | 0.10% | 730 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $151,140 | 0.10% | 3,300 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $135,915 | 0.09% | 1,300 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $127,177 | 0.08% | 470 | Common | SOLE |
| 003881307 | ACTG | ACACIA RESH CORP ACACIA TCH | $120,250 | 0.08% | 25,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $105,868 | 0.07% | 350 | Common | SOLE |
| 33833Q106 | FPH | FIVE POINT HOLDINGS LLC COM | $101,640 | 0.06% | 21,000 | Common | SOLE |
| 260557103 | DOW | DOW INC | $91,630 | 0.06% | 2,200 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG NAMEN | $90,383 | 0.06% | 1,900 | Common | SOLE |
| 185899101 | CLF | CLEVELAND-CLIFFS INC NEW | $80,275 | 0.05% | 9,500 | Common | SOLE |
| 14147L108 | CRDF | CARDIFF ONCOLOGY INC | $72,090 | 0.05% | 44,500 | Common | SOLE |
| 047726302 | BATRK | ATLANTA BRAVES HLDGS INC | $68,320 | 0.04% | 1,600 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $52,320 | 0.03% | 300 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $49,239 | 0.03% | 300 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $48,190 | 0.03% | 500 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $45,500 | 0.03% | 700 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $37,638 | 0.02% | 300 | Common | SOLE |
| 640671400 | NEPH | NEPHROS INC | $35,760 | 0.02% | 12,000 | Common | SOLE |
| 755408101 | RDI | READING INTL INC | $29,380 | 0.02% | 26,000 | Common | SOLE |
| 346563109 | FORR | FORRESTER RESH INC | $28,300 | 0.02% | 5,000 | Common | SOLE |
| 337738108 | FISV | FISSERV INC | $22,320 | 0.01% | 400 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $21,362 | 0.01% | 1,100 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $16,920 | 0.01% | 2,000 | Common | SOLE |
| 316841105 | FIG | FIGMA INC CLASS A COM | $12,684 | 0.01% | 600 | Common | SOLE |
| 44267T102 | HHH | HOWARD HUGHES HOLDINGS INC | $12,652 | 0.01% | 200 | Common | SOLE |
| 30329Y304 | FGNX | FG NEXUS INC | $10,479 | 0.01% | 2,100 | Common | SOLE |
| 22530J309 | CREX | CREATIVE REALITIES INC | $52 | 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.