ELKHORN PARTNERS LIMITED PARTNERSHIP
CIK: 0000928400SEC EDGAR →
Portfolio Value
$158K
Holdings
50
As of
Q4 2025
New Positions
37
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | KENNEDY-WILSON HOLDINGS INC | 4,234,500 | $40.9M | 25861.97% |
| 2 | ALPHABET INC CAP STK | 16,400 | $5.1M | 3241.98% |
| 3 | ALPHABET INC CAP STK | 14,500 | $4.5M | 2873.76% |
| 4 | CADIZ INC | 652,000 | $3.7M | 2309.75% |
| 5 | APPLE INC | 11,560 | $3.1M | 1984.48% |
| 6 | OCCIDENTAL PETE CORP | 38,000 | $1.6M | 986.55% |
| 7 | BOEING CO | 4,160 | $903K | 570.33% |
| 8 | CITIGROUP INC | 6,200 | $723K | 456.64% |
| 9 | DOW INC | 26,500 | $619K | 390.96% |
| 10 | INTERNATIONAL FLAVORS&FRAGRA | 9,100 | $613K | 387.17% |
Quarterly Changes
New Positions (17)
$252K · 3K shares
$204K · 3K shares
$93K · 1K shares
$59K · 2K shares
$24K · 3K shares
$23K · 300 shares
FG NEXUS INC
$19K · 7K shares
$18K · 500 shares
$8K · 1K shares
$8K · 130 shares
$5K · 300 shares
$204 · 310 shares
$129 · 150 shares
$27 · 100 shares
$12 · 100 shares
$11 · 100 shares
$2 · 100 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 4 | $41.1M | 63.4% |
| Communication Services | 7 | $9.9M | 15.2% |
| Technology | 8 | $4.0M | 6.1% |
| Utilities | 1 | $3.7M | 5.6% |
| Basic Materials | 4 | $1.6M | 2.5% |
| Energy | 2 | $1.6M | 2.4% |
| Industrials | 6 | $1.2M | 1.8% |
| Unknown | 4 | $807K | 1.2% |
| Healthcare | 6 | $715K | 1.1% |
| Consumer Defensive | 3 | $257K | 0.4% |
| Consumer Cyclical | 3 | $97K | 0.1% |
| Financial Services | 2 | $28K | 0.0% |