Q3 2025 · 13F-HR
ELKHORN PARTNERS LIMITED PARTNERSHIPholdings as filed
Filed 2025-11-13 · accession 0000928400-25-000002
$147.3M
Reported value
37
Positions
2025-09-30
Period end
The Brief · ELKHORN PARTNERS LIMITED PARTNERSHIP · Q3 2025
AI · grounded in 13F
ELKHORN PARTNERS LIMITED PARTNERSHIP established a new position in BRK/A valued at $37.71M. The fund also initiated new stakes in KW for $35.28M and BRK/B for $27.21M. Additional new positions include WTM at $24.76M and Alphabet Inc Cap Stk via GOOGL and GOOG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $37.7M | 25.6% | 50 | Common | SOLE |
| 489398107 | KW | KENNEDY-WILSON HOLDINGS INC | $35.3M | 23.9% | 4,240,500 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.2M | 18.5% | 54,125 | Common | SOLE |
| G9618E107 | WTM | WHITE MTNS INS GROUP LTD | $24.8M | 16.8% | 14,810 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC CAP STK | $4.1M | 2.77% | 16,800 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC CAP STK | $3.7M | 2.48% | 15,000 | Common | SOLE |
| 127537207 | CDZI | CADIZ INC | $3.2M | 2.19% | 683,223 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3.2M | 2.15% | 12,460 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $2.0M | 1.33% | 41,550 | Common | SOLE |
| 097023105 | BA | BOEING CO | $848,212 | 0.58% | 3,930 | Common | SOLE |
| 260557103 | DOW | DOW INC | $745,225 | 0.51% | 32,500 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $629,300 | 0.43% | 6,200 | Common | SOLE |
| 459506101 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $553,860 | 0.38% | 9,000 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $497,378 | 0.34% | 1,410 | Common | SOLE |
| 185899101 | CLF | CLEVELAND-CLIFFS INC NEW | $390,400 | 0.26% | 32,000 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $381,710 | 0.26% | 4,900 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $366,018 | 0.25% | 1,060 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $275,184 | 0.19% | 10,800 | Common | SOLE |
| 74349Y753 | SH | PROSHARES TR SHORT S&P 500 | $258,720 | 0.18% | 7,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $176,346 | 0.12% | 1,800 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG NAMEN | $142,582 | 0.10% | 2,200 | Common | SOLE |
| 688239201 | OSK | OSHKOSH CORP | $129,700 | 0.09% | 1,000 | Common | SOLE |
| 33833Q106 | FPH | FIVE POINT HOLDINGS LLC COM | $128,730 | 0.09% | 21,000 | Common | SOLE |
| 003881307 | ACTG | ACACIA RESH CORP ACACIA TCH | $115,375 | 0.08% | 35,500 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $88,559 | 0.06% | 5,900 | Common | SOLE |
| 877163105 | TAYD | TAYLOR DEVICES INC | $83,402 | 0.06% | 1,700 | Common | SOLE |
| 22948Q101 | CTO | CTO RLTY GROWTH INC NEW | $81,500 | 0.06% | 5,000 | Common | SOLE |
| 14147L108 | CRDF | CARDIFF ONCOLOGY INC | $80,340 | 0.05% | 39,000 | Common | SOLE |
| G4095J109 | GLRE | GREENLIGHT CAPITAL RE LTD | $63,500 | 0.04% | 5,000 | Common | SOLE |
| 640671400 | NEPH | NEPHROS INC | $59,125 | 0.04% | 12,500 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $53,619 | 0.04% | 300 | Common | SOLE |
| 755408101 | RDI | READING INTL INC | $38,220 | 0.03% | 26,000 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $36,686 | 0.02% | 130 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $34,308 | 0.02% | 1,800 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $28,354 | 0.02% | 200 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $4,391 | 0.00% | 20 | Common | SOLE |
| 22530J309 | CREX | CREATIVE REALITIES INC | $34 | 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.