Elgethun Capital Management

CIK: 0001638022Latest portfolio: $578.0M · Q4 2025

Holdings

164

Total Value

$578.0M

New Positions

10

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
131,927$66.0M11.42%+2K
2
FFHFAIRFAX FINANCIAL
24,851$47.0M8.13%+262
3
EFVISHARES TR
454,996$32.0M5.54%+33K
4
LLYELI LILLY & CO
24,640$26.0M4.50%+1
5
IEMGISHARES INC
362,812$24.0M4.15%+9K
6
TRVCCITIGROUP INC
174,715$20.0M3.46%+2K
7
FNDESCHWAB STRATEGIC TR
536,745$19.0M3.29%+47K
8
BOCBOSTON OMAHA CORP
1,453,842$17.0M2.94%+27K
9
SCHWSCHWAB CHARLES CORP
160,304$16.0M2.77%+931
10
SCHFSCHWAB STRATEGIC TR
657,812$15.0M2.60%+59K
11
CASHPATHWARD FINANCIAL INC
202,782$14.0M2.42%+6K
12
TBBKBANCORP INC DEL
220,172$14.0M2.42%+971
13
SCHBSCHWAB STRATEGIC TR
531,780$13.0M2.25%-107,827
14
FWONALIBERTY MEDIA CORP DEL
147,490$13.0M2.25%+3K
15
MSFTMICROSOFT CORP
23,658$11.0M1.90%-464
16
LBTYALIBERTY GLOBAL LTD
830,112$9.0M1.56%+11K
17
CWGLCRIMSON WINE GROUP
1,657,948$8.0M1.38%+36K
18
AMLPALPS ETF TR
188,564$8.0M1.38%+11K
19
DFHDREAM FINDERS HOMES INC
495,037$8.0M1.38%+37K
20
DRVNDRIVEN BRANDS HLDGS INC
532,535$7.0M1.21%+19K
21
VBRVANGUARD INDEX FDS
36,597$7.0M1.21%+3K
22
VDEVANGUARD WORLD FD
57,807$7.0M1.21%+5K
23
AWNADVANCE AUTO PARTS INC
170,279$6.0M1.04%+2K
24
BATRAATLANTA BRAVES HLDGS INC
160,326$6.0M1.04%+12K
25
AXPAMERICAN EXPRESS CO
17,039$6.0M1.04%-163

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SCHF658K+59K
FNDE537K+47K
DFH495K+37K
CWGL1.7M+36K
EFV455K+33K
BOC1.5M+27K
ACI212K+25K
FIH/U337K+20K
DRVN533K+19K
OXY146K+12K

Decreased Positions

NameSharesChange
SCHB532K-107827
SCHX78K-6734
SPSM19K-3529
VTS7K-2171
GEF/B4K-2135
WERN5K-1285
KO10K-741
PEP5K-661
AMZN22K-543
AAPL15K-542

Sector Breakdown

Financial Services0.0% ($3.2000240001900014e+122T)
Technology0.0% ($1.1000500050004e+33T)
Consumer Cyclical0.0% ($8.000700050004002e+28T)
Unknown0.0% ($6.600047000200007e+25T)
Communication Services0.0% ($17000130009000600.0T)
Consumer Defensive0.0% ($8000400030002000.0T)
Healthcare0.0% ($2600030001000.1T)
Industrials0.0% ($1000000000.0T)
Energy0.0% ($500050.0T)
Utilities0.0% ($0)
Basic Materials0.0% ($0)
Real Estate0.0% ($0)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$578.0M164
Q3 2025Nov 13, 2025$550.6B156
Q2 2025Aug 13, 2025$497.0B0
Q1 2025May 9, 2025$447.6B151
Q4 2024Feb 13, 2025$412.0B154

Fund Information

CIK0001638022
Most Recent FilingFeb 10, 2026
Number of Filings5

Elgethun Capital Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $578.0M across 164 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 11.4% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.