ELKHORN PARTNERS LIMITED PARTNERSHIP

ELKHORN PARTNERS LIMITED PARTNERSHIP is an institution, managing $147.3M across 37 long positions as of Q3 2025 with 61% Financial Services concentration, 96% concentrated in top 10 holdings, and 26% allocation to BRK.A.

Portfolio Value: $147.3M
Positions: 37
Top Holding: BRK.A at 25.59%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in ELKHORN PARTNERS LIMITED PARTNERSHIP's portfolio (96.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$37.7M	25.59%	—	0.00% 50.0 shares	Q4 2019 Held for 5y 11m
2 Kennedy-Wilson Holdings KW	Real Estate - Services Real Estate	$35.3M	23.94%	-$90.7K Sold	3.08% 4.2M shares	≤ Q2 2013 Held for 12y 5m+
3 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$27.2M	18.47%	-$93.0K Sold	0.00% 54.1K shares	Q4 2019 Held for 5y 11m
4 White Mountains Insurance Group WTM	Insurance - Property & Casualty Financial Services	$24.8M	16.80%	-$150.4K Sold	0.58% 14.8K shares	≤ Q2 2013 Held for 12y 5m+
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$4.1M	2.77%	-$753.6K Sold	0.00% 16.8K shares	≤ Q2 2013 Held for 12y 5m+
6 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$3.7M	2.48%	-$389.7K Sold	0.00% 15.0K shares	Q2 2014 Held for 11y 5m
7 Cadiz CDZI	Regulated Water Utilities	$3.2M	2.19%	+$1.1K Bought	0.83% 683.2K shares	≤ Q2 2013 Held for 12y 5m+
8 Apple AAPL	Consumer Electronics Technology	$3.2M	2.15%	-$10.2K Sold	0.00% 12.5K shares	≤ Q2 2013 Held for 12y 5m+
9 Occidental Petroleum OXY	Oil & Gas Exploration & Production Energy	$2.0M	1.33%	-$9.5K Sold	0.00% 41.6K shares	Q1 2023 Held for 2y 8m
10 Boeing BA	Aerospace & Defense Industrials	$848.2K	0.58%	-$31.3K Sold	0.00% 3.9K shares	Q1 2021 Held for 4y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ELKHORN PARTNERS LIMITED PARTNERSHIP's latest filing

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Market Value

$147.3M

Prior: $137.5M

Q/Q Change

+7.13%

+$9.8M

Net Flows % of MV

-1.38%

Turnover Ratio

1.22%

New Purchases

1 stocks

$63.5K

Added To

10 stocks

+$704.7K

Sold Out Of

3 stocks

$164.7K

Reduced Holdings

18 stocks

-$2.6M

Increased Positions

Position	Shares Δ	Change
1 Greenlight Capital RE, Ltd. GLRE	New	0 → 5.0K +$63.5K
2 International Flavors & Fragrances IFF	+1,400.0%	600.0 → 9.0K +$516.9K
3 QXO, Inc. QXO	+350.0%	400.0 → 1.8K +$26.7K
4 Dow DOW	+18.61%	27.4K → 32.5K +$116.9K
5 Cardiff Oncology CRDF	+14.71%	34.0K → 39.0K +$10.3K

Decreased Positions

Position	Shares Δ	Change
1 Cable One CABO	Sold	1.0K → 0 −$135.8K
2 GE HealthCare Technologies GEHC	Sold	300.0 → 0 −$22.2K
3 Hershey HSY	Sold	40.0 → 0 −$6.6K
4 Dell Technologies DELL	-86.67%	1.5K → 200.0 −$184.3K
5 Cleveland-Cliffs CLF	-55.86%	72.5K → 32.0K −$494.1K