Elkhorn Partners Limited Partnership reported 46 positions worth $116.61M for the quarter ended Jun 30, 2026, up 4.7% on the prior quarter. It opened 8 new positions, added to 16, trimmed 15 and exited 6. Its largest holding is Berkshire Hathaway Inc at 32.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CME Cme Group Inc. | +4,500 | – | $993.74K | 0.852% |
| QXO QXO, Inc. | +22.9K | +2,081.8% | $395.71K | 0.356% |
| FOX Fox Corp | +8,000 | – | $374.72K | 0.321% |
| MSFT Microsoft Corp | +830 | – | $309.61K | 0.266% |
| KMB Kimberly Clark Corp | +1,800 | +26.5% | $197.59K | 0.81% |
| BSX Boston Scientific Corp | +4,500 | – | $192.06K | 0.165% |
| UBER Uber Technologies, Inc | +1,600 | +61.5% | $115.46K | 0.26% |
| BRK-B Berkshire Hathaway Inc | +210 | +0.4% | $105.08K | 23.44% |
| GEHC GE HealthCare Technologies Inc. | +1,600 | – | $102.42K | 0.088% |
| ADBE Adobe Inc. | +450 | +37.5% | $92.26K | 0.29% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WTM White Mountains Insurance Group Ltd | -380 | -3.0% | $787.89K | 21.91% |
| MAX MediaAlpha, Inc. | -18.5K | -80.4% | $232.55K | 0.049% |
| PANW Palo Alto Networks Inc | -500 | -33.3% | $170.51K | 0.292% |
| GOOGL Alphabet Inc. | -300 | -1.9% | $107.21K | 4.78% |
| AAPL Apple Inc. | -300 | -2.5% | $86.81K | 2.93% |
| AXP American Express Co | -250 | -71.4% | $84.56K | 0.029% |
| CLF Cleveland-Cliffs Inc. | -9,500 | -100.0% | $80.28K | Exited |
| UNH Unitedhealth Group Inc | -140 | -29.8% | $58.19K | 0.118% |
| DELL Dell Technologies Inc. | -300 | -100.0% | $49.24K | Exited |
| DIS Walt Disney Co | -500 | -100.0% | $48.19K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CME Cme Group Inc. | +4,500 | $993.74K | 0.852% |
| FOX Fox Corp | +8,000 | $374.72K | 0.321% |
| MSFT Microsoft Corp | +830 | $309.61K | 0.266% |
| BSX Boston Scientific Corp | +4,500 | $192.06K | 0.165% |
| GEHC GE HealthCare Technologies Inc. | +1,600 | $102.42K | 0.088% |
| HSY Hershey Co | +400 | $70.18K | 0.06% |
| SHAK Shake Shack Inc. | +800 | $44.82K | 0.038% |
| CABO Cable One, Inc. | +550 | $29.21K | 0.025% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CLF Cleveland-Cliffs Inc. | -9,500 | $80.28K | 0.072% |
| DELL Dell Technologies Inc. | -300 | $49.24K | 0.044% |
| DIS Walt Disney Co | -500 | $48.19K | 0.043% |
| FISV Fiserv Inc | -400 | $22.32K | 0.02% |
| FIG Figma, Inc. | -600 | $12.68K | 0.011% |
| HHH Howard Hughes Holdings Inc. | -200 | $12.65K | 0.011% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 50 | $37.44M | 32.11% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 54.6K | $27.34M | 23.44% | +210 | +0.4% | Added | 0% |
| 3 | WTM White Mountains Insurance Group Ltd | Financial Services | 12.3K | $25.54M | 21.91% | -380 | -3.0% | Reduced | 0.51% |
| 4 | GOOGL Alphabet Inc. | Technology | 15.6K | $5.57M | 4.78% | -300 | -1.9% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 14.5K | $5.12M | 4.39% | 0 | 0.0% | Unchanged | 0% |
| 6 | AAPL Apple Inc. | Technology | 11.8K | $3.41M | 2.93% | -300 | -2.5% | Reduced | 0% |
| 7 | CDZI Cadiz Inc | Industrials | 656.0K | $2.74M | 2.35% | +12.5K | +1.9% | Added | 0.78% |
| 8 | BA Boeing Co | Industrials | 4,900 | $1.06M | 0.91% | 0 | 0.0% | Unchanged | 0% |
| 9 | CME Cme Group Inc. | Financial Services | 4,500 | $993.74K | 0.852% | +4,500 | – | New | 0% |
| 10 | KMB Kimberly Clark Corp | Consumer Staples | 8,600 | $944.02K | 0.81% | +1,800 | +26.5% | Added | 0% |
| 11 | C Citigroup Inc | Others | 5,900 | $825.76K | 0.708% | -200 | -3.3% | Reduced | 0% |
| 12 | IFF International Flavors & Fragrances Inc | Basic Materials | 7,900 | $625.84K | 0.537% | -300 | -3.7% | Reduced | 0% |
| 13 | QXO QXO, Inc. | Industrials | 24.0K | $414.72K | 0.356% | +22.9K | +2,081.8% | Added | 0% |
| 14 | FOX Fox Corp | Communication Services | 8,000 | $374.72K | 0.321% | +8,000 | – | New | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 650 | $366.14K | 0.314% | -50 | -7.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Elkhorn Partners Limited Partnership.
As of its Q2 2026 13F filing, Elkhorn Partners Limited Partnership’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 32.1%, Berkshire Hathaway Inc (BRK-B) at 23.4%, White Mountains Insurance Group Ltd (WTM) at 21.9%, Alphabet Inc. (GOOGL) at 4.8%, Alphabet Inc. (GOOG) at 4.4% of the reported portfolio.
Elkhorn Partners Limited Partnership reported a 13F portfolio worth $116.61M across 46 positions for Q2 2026. That is up 4.7% from the previous quarter.
Its largest purchases by value were Cme Group Inc. ($993.74K), QXO, Inc. ($395.71K), Fox Corp ($374.72K). It opened 8 new positions.
Its largest sales by value were White Mountains Insurance Group Ltd ($787.89K), MediaAlpha, Inc. ($232.55K), Palo Alto Networks Inc ($170.51K). It exited 6 positions entirely.
From the Form 13F-HR reports Elkhorn Partners Limited Partnership files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.