Fund Universe

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☆ELKHORN PARTNERS LIMITED PARTNERSHIP

CIK 0000928400 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.301
AUM ($M)
117
Positions
50
Turnover
0.29
Top-10 wt
94%
Herfindahl
0.212
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 60 positions · portfolio value $117M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 32.1% +9.2% 37.4 50 +0 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 23.4% +6.8% 27.3 54,630 +210 0 —
☆WTM funds › WHITE MTNS INS GROUP LTD TRIM — 21.9% +4.1% 25.5 12,320 -380 0 —
☆GOOGL funds › ALPHABET INC CAP STK TRIM — 4.8% +1.9% 5.6 15,600 -300 0 —
☆GOOG funds › ALPHABET INC CAP STK HOLD — 4.4% +1.7% 5.1 14,500 +0 0 —
☆AAPL funds › APPLE INC TRIM — 2.9% +1.0% 3.4 11,800 -300 0 —
☆CDZI funds › CADIZ INC ADD — 2.3% +0.3% 2.7 656,000 +12,500 0 —
☆BA funds › BOEING CO HOLD — 0.9% +0.3% 1.1 4,900 +0 0 —
☆CME funds › CME GROUP INC NEW — 0.9% +0.9% 1.0 4,500 +4,500 0 —
☆KMB funds › KIMBERLY CLARK CORP ADD — 0.8% +0.4% 0.9 8,600 +1,800 0 —
☆C funds › CITIGROUP INC TRIM — 0.7% +0.3% 0.8 5,900 -200 0 —
☆IFF funds › INTERNATIONAL FLAVORS&FRAGRA TRIM — 0.5% +0.2% 0.6 7,900 -300 0 —
☆QXO funds › QXO INC ADD — 0.4% +0.3% 0.4 24,000 +22,900 0 —
☆FOX funds › FOX CORP CL B NEW — 0.3% +0.3% 0.4 8,000 +8,000 0 —
☆META funds › FACEBOOK INC. TRIM — 0.3% +0.1% 0.4 650 -50 0 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.3% +0.1% 0.3 1,000 -500 0 —
☆ADBE funds › ADOBE SYSTEMS INCORPORATED ADD — 0.3% +0.1% 0.3 1,650 +450 0 —
☆MSFT funds › MICROSOFT CORP NEW — 0.3% +0.3% 0.3 830 +830 0 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.3% +0.1% 0.3 4,200 +1,600 0 —
☆CRM funds › SALESFORCE INC ADD — 0.2% +0.1% 0.3 1,600 +300 0 —
☆PFE funds › PFIZER INC ADD — 0.2% +0.0% 0.2 8,500 +1,100 0 —
☆BSX funds › BOSTON SCIENTIFIC CORP NEW — 0.2% +0.2% 0.2 4,500 +4,500 0 —
☆NFLX funds › NETFLIX INC ADD — 0.1% +0.0% 0.2 2,300 +600 0 —
☆DD funds › DUPONT DE NEMOURS INC NEW — 0.1% +0.1% 0.2 1,200 +1,200 0 —
☆AMZN funds › AMAZON COM INC TRIM — 0.1% +0.0% 0.1 600 -130 0 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% +0.0% 0.1 330 -140 0 —
☆FPH funds › FIVE POINT HOLDINGS LLC COM ADD — 0.1% +0.0% 0.1 23,000 +2,000 0 —
☆ACTG funds › ACACIA RESH CORP ACACIA TCH HOLD — 0.1% +0.0% 0.1 25,000 +0 0 —
☆CRSP funds › CRISPR THERAPEUTICS AG NAMEN ADD — 0.1% +0.0% 0.1 2,000 +100 0 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES NEW — 0.1% +0.1% 0.1 1,600 +1,600 0 —
☆NOW funds › SERVICENOW INC TRIM — 0.1% -0.0% 0.1 1,000 -300 0 —
☆BABA funds › ALIBABA GROUP HLDG LTD ADD — 0.1% +0.1% 0.1 900 +600 0 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.1% +0.0% 0.1 420 +120 0 —
☆BATRK funds › ATLANTA BRAVES HLDGS INC HOLD — 0.1% +0.0% 0.1 1,600 +0 0 —
☆HSY funds › HERSHEY CO NEW — 0.1% +0.1% 0.1 400 +400 0 —
☆CRDF funds › CARDIFF ONCOLOGY INC ADD — 0.1% +0.0% 0.1 48,000 +3,500 0 —
☆MAX funds › MEDIAALPHA INC TRIM — 0.0% -0.1% 0.1 4,500 -18,500 0 —
☆DOW funds › DOW INC TRIM — 0.0% -0.0% 0.1 2,000 -200 0 —
☆OXY funds › OCCIDENTAL PETE CORP ADD — 0.0% +0.0% 0.0 1,000 +300 0 —
☆SHAK funds › SHAKE SHACK INC. NEW — 0.0% +0.0% 0.0 800 +800 0 —
☆NEPH funds › NEPHROS INC TRIM — 0.0% +0.0% 0.0 11,000 -1,000 0 —
☆PSUS funds › PERSHING SQUARE USA LTD NEW — 0.0% +0.0% 0.0 1,000 +1,000 0 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.0% -0.0% 0.0 100 -250 0 —
☆RDI funds › READING INTL INC HOLD — 0.0% +0.0% 0.0 26,000 +0 0 —
☆CABO funds › CABLE ONE INC NEW — 0.0% +0.0% 0.0 550 +550 0 —
☆FGNX funds › FG NEXUS INC NEW — 0.0% +0.0% 0.0 5,000 +5,000 0 —
☆FORR funds › FORRESTER RESH INC TRIM — 0.0% +0.0% 0.0 3,000 -2,000 0 —
☆BHVN funds › BIOHAVEN LTD TRIM — 0.0% +0.0% 0.0 1,100 -900 0 —
☆MLCI funds › MOUNT LOGAN CAP INC NEW — 0.0% +0.0% 0.0 1,500 +1,500 0 —
☆CREX funds › CREATIVE REALITIES INC HOLD — 0.0% +0.0% 0.0 15 +0 0 —
☆FIG funds › FIGMA INC CLASS A COM EXIT — 0.0% -0.0% 0.0 0 -600 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆DELL funds › DELL TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆CLF funds › CLEVELAND-CLIFFS INC NEW EXIT — 0.0% -0.1% 0.0 0 -9,500 0 —
☆HHH funds › HOWARD HUGHES HOLDINGS INC EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆CUSIP:489398107 funds › KENNEDY-WILSON HOLDINGS INC EXIT — 0.0% -28.9% 0.0 0 -4,199,000 0 —
☆CUSIP:30329Y304 funds › FG NEXUS INC EXIT — 0.0% -0.0% 0.0 0 -2,100 0 —
☆CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT — 0.0% -0.1% 0.0 0 -3,300 0 —
☆CUSIP:594918404 funds › MICROSOFT CORP EXIT — 0.0% -0.1% 0.0 0 -565 0 —
☆FISV funds › FISSERV INC EXIT — 0.0% -0.0% 0.0 0 -400 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 117 50 0.29 94% 0.212 0.303 — in
2026Q1 157 48 0.04 97% 0.197 0.831 — in
2025Q4 158 50 0.05 97% 0.188 0.802 — in
2025Q3 147 37 0.05 96% 0.188 0.791 — in
2025Q2 138 37 0.03 96% 0.191 0.830 — entered
2025Q1 153 35 0.00 97% 0.198 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status