ELKHORN PARTNERS LIMITED PARTNERSHIP
CIK: 0000928400SEC EDGAR →
Portfolio Value
$158.3M
Holdings
50
As of
Q4 2025
New Positions
37
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | KENNEDY-WILSON HOLDINGS INC | 4,234,500 | $40.9M | 25.86% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 50 | $37.7M | 23.84% |
| 3 | WHITE MTNS INS GROUP LTD | 13,598 | $28.3M | 17.85% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 54,045 | $27.2M | 17.16% |
| 5 | ALPHABET INC CAP STK | 16,400 | $5.1M | 3.24% |
| 6 | ALPHABET INC CAP STK | 14,500 | $4.5M | 2.87% |
| 7 | CADIZ INC | 652,000 | $3.7M | 2.31% |
| 8 | APPLE INC | 11,560 | $3.1M | 1.98% |
| 9 | OCCIDENTAL PETE CORP | 38,000 | $1.6M | 0.99% |
| 10 | BOEING CO | 4,160 | $903K | 0.57% |
Quarterly Changes
New Positions (17)
$252K · 3K shares
$204K · 310 shares
$204K · 3K shares
$129K · 150 shares
$93K · 1K shares
$59K · 2K shares
$27K · 100 shares
$24K · 3K shares
$23K · 300 shares
FG NEXUS INC
$19K · 7K shares
$18K · 500 shares
$12K · 100 shares
$11K · 100 shares
$8K · 1K shares
$8K · 130 shares
$5K · 300 shares
$2K · 100 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 4 | $65.6M | 41.5% |
| Real Estate | 4 | $41.1M | 26.0% |
| Financial Services | 2 | $28.3M | 17.9% |
| Communication Services | 7 | $10.1M | 6.4% |
| Technology | 8 | $4.0M | 2.5% |
| Utilities | 1 | $3.7M | 2.3% |
| Basic Materials | 4 | $1.6M | 1.0% |
| Energy | 2 | $1.6M | 1.0% |
| Industrials | 6 | $1.2M | 0.7% |
| Healthcare | 6 | $715K | 0.5% |
| Consumer Defensive | 3 | $386K | 0.2% |
| Consumer Cyclical | 3 | $97K | 0.1% |