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ELKHORN PARTNERS LIMITED PARTNERSHIP

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13F filer, CIK 928400, OMAHA, NE

ELKHORN PARTNERS LIMITED PARTNERSHIP reported $137,544,208 across 37 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 96.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000900440-25-000278

Period
2025-06-30
Reported value
$138M
Holdings
37
Top 10 weight
96.08%
New
5
Sold out
3

Part of the filer group ELKHORN PARTNERS LIMITED PARTNERSHIP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UNHnew+1,050$328K
KWadded+43,400$295K
BRK-Badded+510$248K
CDZIadded+46,000$138K
CABOnew+1,000$136K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DELLreduced-1,780-$218K
GOOGreduced-1,200-$213K
GOOGLreduced-1,050-$185K
OSKreduced-1,300-$148K
BAreduced-625-$131K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000900440-25-000278, largest first. % of portfolio is the value over $137,544,208, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50$36.4M26.49%0Timeline
KWKENNEDY-WILSON HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246,000 shares; 2024Q4: 4,197,500 shares; 2025Q1: 4,208,000 shares; 2025Q2: 4,251,400 shares 4,251,400$28.9M21.02%+43,400Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,175 shares; 2024Q4: 15,080 shares; 2025Q1: 14,905 shares; 2025Q2: 14,900 shares 14,900$26.8M19.45%-5Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,200 shares; 2024Q4: 55,200 shares; 2025Q1: 53,800 shares; 2025Q2: 54,310 shares 54,310$26.4M19.18%+510Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 21,300 shares; 2025Q1: 20,950 shares; 2025Q2: 19,900 shares 19,900$3.51M2.55%-1,050Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,930 shares; 2024Q4: 17,900 shares; 2025Q1: 17,800 shares; 2025Q2: 16,600 shares 16,600$2.94M2.14%-1,200Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 13,100 shares; 2025Q1: 12,700 shares; 2025Q2: 12,500 shares 12,500$2.56M1.86%-200Timeline
CDZICADIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,500 shares; 2024Q4: 596,654 shares; 2025Q1: 637,000 shares; 2025Q2: 683,000 shares 683,000$2.04M1.48%+46,000Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 41,000 shares; 2025Q1: 42,000 shares; 2025Q2: 41,750 shares 41,750$1.75M1.28%-250Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 4,100 shares; 2025Q1: 4,700 shares; 2025Q2: 4,075 shares 4,075$854K0.62%-625Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 26,600 shares; 2025Q1: 27,200 shares; 2025Q2: 27,400 shares 27,400$726K0.53%+200Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,000 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares 7,100$604K0.44%0Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,000 shares; 2024Q4: 62,000 shares; 2025Q1: 70,000 shares; 2025Q2: 72,500 shares 72,500$551K0.4%+2,500Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 420 shares; 2025Q1: 1,170 shares; 2025Q2: 1,400 shares 1,400$542K0.39%+230Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares 1,050$328K0.24%newTimeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,850 shares; 2025Q2: 4,630 shares 4,630$318K0.23%+780Timeline
SHPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,000 shares 7,000$278K0.2%-800Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,450 shares; 2025Q2: 2,900 shares 2,900$271K0.2%-550Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 9,500 shares; 2025Q1: 11,000 shares; 2025Q2: 10,800 shares 10,800$262K0.19%-200Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,800 shares; 2025Q1: 4,200 shares; 2025Q2: 4,000 shares 4,000$195K0.14%-200Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,200 shares; 2025Q1: 3,280 shares; 2025Q2: 1,500 shares 1,500$184K0.13%-1,780Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 2,800 shares; 2025Q2: 1,500 shares 1,500$170K0.12%-1,300Timeline
CABOCABLE ONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000$136K0.1%newTimeline
ACTGACACIA RESH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 28,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,500 shares 34,500$124K0.09%+500Timeline
FPHFIVE POINT HOLDINGS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,500 shares; 2024Q4: 28,000 shares; 2025Q1: 21,300 shares; 2025Q2: 22,000 shares 22,000$121K0.09%+700Timeline
CRDFCARDIFF ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,500 shares; 2025Q2: 34,000 shares 34,000$107K0.08%+1,500Timeline
TAYDTAYLOR DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,350 shares; 2025Q2: 2,000 shares 2,000$86.8K0.06%-350Timeline
CTOCTO RLTY GROWTH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000$86.3K0.06%0Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 3,300 shares; 2025Q1: 4,600 shares; 2025Q2: 5,800 shares 5,800$81.8K0.06%+1,200Timeline
NEPHNEPHROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,441 shares; 2024Q4: 41,429 shares; 2025Q1: 38,924 shares; 2025Q2: 14,500 shares 14,500$59.3K0.04%-24,424Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,600 shares; 2025Q1: 300 shares; 2025Q2: 400 shares 400$45.4K0.03%+100Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 600 shares 600$44.1K0.03%+400Timeline
RDIREADING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,540 shares; 2024Q4: 31,500 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares 26,000$34.8K0.03%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 300 shares 300$22.2K0.02%newTimeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares 400$8.62K0.01%newTimeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares 40$6.64K<0.01%newTimeline
CREXCREATIVE REALITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 15 shares 15$51<0.01%-11Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SNOWSNOWFLAKE INC275$40Kshares
NVDANVIDIA CORPORATION340$37Kshares
SIRISIRIUSXM HOLDINGS INC300$7Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000900440-25-000278 base2025-08-14acceptance time not in the bulk data set