ELKHORN PARTNERS LIMITED PARTNERSHIP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| KENNEDY-WILSON HOLDINGS INC | 4,234,500 | 4,199,000 | -35,500 | 40,947,615 | 45,433,180 | 28.92% | +4,485,565 |
| KIMBERLY CLARK CORP(KMB) | 2,500 | 6,800 | +4,300 | 252,225 | 655,996 | 0.42% | +403,771 |
| SALESFORCE INC(CRM) | 0 | 1,300 | +1,300 | 0 | 242,671 | 0.15% | +242,671 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 1,500 | +1,500 | 0 | 240,480 | 0.15% | +240,480 |
| MEDIAALPHA INC | 0 | 23,000 | +23,000 | 0 | 213,900 | 0.14% | +213,900 |
| MICROSOFT CORP(MSFT) | 0 | 565 | +565 | 0 | 209,146 | 0.13% | +209,146 |
| META PLATFORMS INC(META) | 310 | 700 | +390 | 204,628 | 400,491 | 0.25% | +195,863 |
| SERVICENOW INC(NOW) | 0 | 1,300 | +1,300 | 0 | 135,915 | 0.09% | +135,915 |
| AMAZON COM INC(AMZN) | 200 | 730 | +530 | 46,164 | 152,037 | 0.10% | +105,873 |
| AMERICAN EXPRESS CO(AXP) | 0 | 350 | +350 | 0 | 105,868 | 0.07% | +105,868 |
| BOEING CO(BA) | 4,160 | 4,900 | +740 | 903,219 | 975,247 | 0.62% | +72,028 |
| NETFLIX INC(NFLX) | 1,000 | 1,700 | +700 | 93,760 | 163,455 | 0.10% | +69,695 |
| NVIDIA CORPORATION(NVDA) | 0 | 300 | +300 | 0 | 52,320 | 0.03% | +52,320 |
| DISNEY WALT CO(DIS) | 0 | 500 | +500 | 0 | 48,190 | 0.03% | +48,190 |
| PFIZER INC(PFE) | 7,000 | 7,400 | +400 | 174,300 | 207,792 | 0.13% | +33,492 |
| UBER TECHNOLOGIES INC(UBER) | 1,900 | 2,600 | +700 | 155,249 | 187,018 | 0.12% | +31,769 |
| QXO INC(QXO) | 0 | 1,100 | +1,100 | 0 | 21,362 | 0.01% | +21,362 |
| FISSERV INC(FISV) | 130 | 400 | +270 | 8,732 | 22,320 | 0.01% | +13,588 |
| DELL TECHNOLOGIES INC(DELL) | 300 | 300 | 0 | 37,764 | 49,239 | 0.03% | +11,475 |
| ATLANTA BRAVES HLDGS INC | 1,500 | 1,600 | +100 | 59,175 | 68,320 | 0.04% | +9,145 |
| FORRESTER RESH INC | 3,000 | 5,000 | +2,000 | 24,360 | 28,300 | 0.02% | +3,940 |
| CRISPR THERAPEUTICS AG NAMEN(CRSP) | 1,660 | 1,900 | +240 | 87,050 | 90,383 | 0.06% | +3,333 |
| READING INTL INC | 26,000 | 26,000 | 0 | 27,300 | 29,380 | 0.02% | +2,080 |
| NEPHROS INC | 7,000 | 12,000 | +5,000 | 34,160 | 35,760 | 0.02% | +1,600 |
| CREATIVE REALITIES INC | 15 | 15 | 0 | 39 | 52 | 0.00% | +13 |
| BIOHAVEN LTD(BHVN) | 1,500 | 2,000 | +500 | 16,935 | 16,920 | 0.01% | -15 |
| OMEGA FLEX INC | 100 | 0 | -100 | 2,944 | 0 | — | -2,944 |
| KENVUE INC(KVUE) | 300 | 0 | -300 | 5,175 | 0 | — | -5,175 |
| FIGMA INC CLASS A COM(FIG) | 500 | 600 | +100 | 18,685 | 12,684 | 0.01% | -6,001 |
| ALIBABA GROUP HLDG LTD(BABA) | 300 | 300 | 0 | 43,974 | 37,638 | 0.02% | -6,336 |
| WENDYS CO(WEN) | 1,000 | 0 | -1,000 | 8,330 | 0 | — | -8,330 |
| FG NEXUS INC | 7,000 | 2,100 | -4,900 | 19,250 | 10,479 | 0.01% | -8,771 |
| ACACIA RESH CORP ACACIA TCH | 34,500 | 25,000 | -9,500 | 129,030 | 120,250 | 0.08% | -8,780 |
| HOWARD HUGHES HOLDINGS INC(HHH) | 300 | 200 | -100 | 23,931 | 12,652 | 0.01% | -11,279 |
| CABLE ONE INC | 100 | 0 | -100 | 11,285 | 0 | — | -11,285 |
| EXXON MOBIL CORP | 100 | 0 | -100 | 12,034 | 0 | — | -12,034 |
| FIVE POINT HOLDINGS LLC COM | 21,000 | 21,000 | 0 | 117,390 | 101,640 | 0.06% | -15,750 |
| INTERNATIONAL FLAVORS&FRAGRA(IFF) | 9,100 | 8,200 | -900 | 613,249 | 594,910 | 0.38% | -18,339 |
| OSHKOSH CORP(OSK) | 200 | 0 | -200 | 25,126 | 0 | — | -25,126 |
| CME GROUP INC(CME) | 100 | 0 | -100 | 27,308 | 0 | — | -27,308 |
| CITIGROUP INC(C) | 6,200 | 6,100 | -100 | 723,478 | 691,801 | 0.44% | -31,677 |
| CARDIFF ONCOLOGY INC | 38,100 | 44,500 | +6,400 | 107,061 | 72,090 | 0.05% | -34,971 |
| CTO RLTY GROWTH INC NEW | 2,200 | 0 | -2,200 | 40,502 | 0 | — | -40,502 |
| DUPONT DE NEMOURS INC(DD) | 4,900 | 3,300 | -1,600 | 196,980 | 151,140 | 0.10% | -45,840 |
| APPLE INC(AAPL) | 11,560 | 12,100 | +540 | 3,142,702 | 3,070,859 | 1.96% | -71,843 |
| CLEVELAND-CLIFFS INC NEW(CLF) | 12,400 | 9,500 | -2,900 | 164,672 | 80,275 | 0.05% | -84,397 |
| TAYLOR DEVICES INC | 1,500 | 0 | -1,500 | 87,690 | 0 | — | -87,690 |
| ADOBE SYSTEMS INCORPORATED(ADBE) | 1,200 | 1,200 | 0 | 419,988 | 291,696 | 0.19% | -128,292 |
| COSTCO WHSL CORP NEW(COST) | 150 | 0 | -150 | 129,351 | 0 | — | -129,351 |
| UNITEDHEALTH GROUP INC(UNH) | 900 | 470 | -430 | 297,099 | 127,177 | 0.08% | -169,922 |
| QNITY ELECTRONICS INC(Q) | 2,500 | 0 | -2,500 | 204,125 | 0 | — | -204,125 |
| WHITE MTNS INS GROUP LTD COM | 13,598 | 12,700 | -898 | 28,257,052 | 27,901,392 | 17.76% | -355,660 |
| ALPHABET INC CAP STK(GOOG) | 14,500 | 14,500 | 0 | 4,550,100 | 4,159,470 | 2.65% | -390,630 |
| CADIZ INC | 652,000 | 643,500 | -8,500 | 3,657,720 | 3,159,585 | 2.01% | -498,135 |
| DOW INC(DOW) | 26,500 | 2,200 | -24,300 | 619,570 | 91,630 | 0.06% | -527,940 |
| ALPHABET INC CAP STK(GOOG) | 16,400 | 15,900 | -500 | 5,133,200 | 4,572,204 | 2.91% | -560,996 |
| BERKSHIRE HATHAWAY INC DEL | 54,045 | 54,420 | +375 | 27,165,719 | 26,078,064 | 16.60% | -1,087,655 |
| OCCIDENTAL PETE CORP(OXY) | 38,000 | 700 | -37,300 | 1,562,560 | 45,500 | 0.03% | -1,517,060 |
| BERKSHIRE HATHAWAY INC DEL | 50 | 50 | 0 | 37,740,000 | 35,907,000 | 22.86% | -1,833,000 |