Portfolio (Quarterly)
Guide ↗
ELKHORN PARTNERS LIMITED PARTNERSHIP
· CIK 0000928400| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KW | KENNEDY-WILSON HOLDINGS INC | Real Estate | 4,199,000.0 | $45.4M | 28.92% | -36K | -0.8% | $10.82 | +1.0% |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 50.0 | $35.9M | 22.86% | — | — | $718140.00 | — |
| 3 | WTM | WHITE MTNS INS GROUP LTD | Financial Services | 12,700.0 | $27.9M | 17.76% | -898.0 | -6.6% | $2196.96 | -9.4% |
| 4 | — | BERKSHIRE HATHAWAY INC DEL | — | 54,420.0 | $26.1M | 16.60% | +375.0 | +0.7% | $479.20 | — |
| 5 | GOOGL | ALPHABET INC CAP STK | Communication Services | 15,900.0 | $4.6M | 2.91% | -500.0 | -3.0% | $287.56 | +25.1% |
| 6 | GOOG | ALPHABET INC CAP STK | Communication Services | 14,500.0 | $4.2M | 2.65% | — | — | $286.86 | +24.9% |
| 7 | CDZI | CADIZ INC | Utilities | 643,500.0 | $3.2M | 2.01% | -8K | -1.3% | $4.91 | -18.7% |
| 8 | AAPL | APPLE INC | Technology | 12,100.0 | $3.1M | 1.96% | +540.0 | +4.7% | $253.79 | +14.7% |
| 9 | BA | BOEING CO | Industrials | 4,900.0 | $975K | 0.62% | +740.0 | +17.8% | $199.03 | +10.1% |
| 10 | C | CITIGROUP INC | Financial Services | 6,100.0 | $692K | 0.44% | -100.0 | -1.6% | $113.41 | +23.3% |
| 11 | KMB | KIMBERLY CLARK CORP | Consumer Defensive | 6,800.0 | $656K | 0.42% | +4K | +172.0% | $96.47 | +6.0% |
| 12 | IFF | INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 8,200.0 | $595K | 0.38% | -900.0 | -9.9% | $72.55 | +7.9% |
| 13 | META | META PLATFORMS INC | Communication Services | 700.0 | $400K | 0.26% | +390.0 | +125.8% | $572.13 | -0.9% |
| 14 | ADBE | ADOBE SYSTEMS INCORPORATED | Technology | 1,200.0 | $292K | 0.19% | — | — | $243.08 | -16.1% |
| 15 | CRM | SALESFORCE INC | Technology | 1,300.0 | $243K | 0.15% | NEW | — | $186.67 | -11.1% |
| 16 | PANW | PALO ALTO NETWORKS INC | Technology | 1,500.0 | $240K | 0.15% | NEW | — | $160.32 | +74.4% |
| 17 | MAX | MEDIAALPHA INC | Communication Services | 23,000.0 | $214K | 0.14% | NEW | — | $9.30 | +1.6% |
| 18 | — | MICROSOFT CORP | — | 565.0 | $209K | 0.13% | NEW | — | $370.17 | — |
| 19 | PFE | PFIZER INC | Healthcare | 7,400.0 | $208K | 0.13% | +400.0 | +5.7% | $28.08 | -6.7% |
| 20 | UBER | UBER TECHNOLOGIES INC | Technology | 2,600.0 | $187K | 0.12% | +700.0 | +36.8% | $71.93 | -3.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Real Estate
48.1%
Financial Services
30.3%
Communication Services
10.1%
Technology
4.5%
Utilities
3.3%
Industrials
1.2%
Basic Materials
1.0%
Consumer Defensive
0.7%
Healthcare
0.6%
Consumer Cyclical
0.2%