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ELKHORN PARTNERS LIMITED PARTNERSHIP

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13F filer, CIK 928400, OMAHA, NE

ELKHORN PARTNERS LIMITED PARTNERSHIP reported $116,714,758 across 50 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 94.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000900440-26-000043

Period
2026-06-30
Reported value
$117M
Holdings
50
Top 10 weight
94.4%
New
12
Sold out
10

Part of the filer group ELKHORN PARTNERS LIMITED PARTNERSHIP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CMEnew+4,500$994K
QXOadded+22,900$396K
FOXnew+8,000$375K
MSFTnew+830$310K
KMBadded+1,800$198K

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
KWexited-4,199,000-$45.4M
WTMreduced-380-$788K
MAXreduced-18,500-$233K
MICROSOFT CORPexited-565-$209K
PANWreduced-500-$171K

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 2026

Share positions as resolved from 13F-HR 0000900440-26-000043, largest first. % of portfolio is the value over $116,714,758, 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; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50$37.4M32.08%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,200 shares; 2024Q4: 55,200 shares; 2025Q1: 53,800 shares; 2025Q2: 54,310 shares; 2025Q3: 54,125 shares; 2025Q4: 54,045 shares; 2026Q1: 54,420 shares; 2026Q2: 54,630 shares 54,630$27.3M23.42%+210Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,175 shares; 2024Q4: 15,080 shares; 2025Q1: 14,905 shares; 2025Q2: 14,900 shares; 2025Q3: 14,810 shares; 2025Q4: 13,598 shares; 2026Q1: 12,700 shares; 2026Q2: 12,320 shares 12,320$25.5M21.89%-380Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,500 shares; 2024Q4: 21,300 shares; 2025Q1: 20,950 shares; 2025Q2: 19,900 shares; 2025Q3: 16,800 shares; 2025Q4: 16,400 shares; 2026Q1: 15,900 shares; 2026Q2: 15,600 shares 15,600$5.57M4.78%-300Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,930 shares; 2024Q4: 17,900 shares; 2025Q1: 17,800 shares; 2025Q2: 16,600 shares; 2025Q3: 15,000 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500$5.12M4.39%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,100 shares; 2024Q4: 13,100 shares; 2025Q1: 12,700 shares; 2025Q2: 12,500 shares; 2025Q3: 12,460 shares; 2025Q4: 11,560 shares; 2026Q1: 12,100 shares; 2026Q2: 11,800 shares 11,800$3.41M2.93%-300Timeline
CDZICADIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642,500 shares; 2024Q4: 596,654 shares; 2025Q1: 637,000 shares; 2025Q2: 683,000 shares; 2025Q3: 683,223 shares; 2025Q4: 652,000 shares; 2026Q1: 643,500 shares; 2026Q2: 656,000 shares 656,000$2.74M2.35%+12,500Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,760 shares; 2024Q4: 4,100 shares; 2025Q1: 4,700 shares; 2025Q2: 4,075 shares; 2025Q3: 3,930 shares; 2025Q4: 4,160 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900$1.06M0.91%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 1,097 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500$994K0.85%newTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 6,800 shares; 2026Q2: 8,600 shares 8,600$944K0.81%+1,800Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,000 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,100 shares; 2026Q2: 5,900 shares 5,900$826K0.71%-200Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 600 shares; 2025Q3: 9,000 shares; 2025Q4: 9,100 shares; 2026Q1: 8,200 shares; 2026Q2: 7,900 shares 7,900$626K0.54%-300Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 1,800 shares; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 24,000 shares 24,000$415K0.36%+22,900Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000$375K0.32%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 700 shares; 2026Q2: 650 shares 650$366K0.31%-50Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,000 shares 1,000$341K0.29%-500Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 420 shares; 2025Q1: 1,170 shares; 2025Q2: 1,400 shares; 2025Q3: 1,410 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,650 shares 1,650$338K0.29%+450Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares 830$310K0.27%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,450 shares; 2025Q2: 2,900 shares; 2025Q3: 1,800 shares; 2025Q4: 1,900 shares; 2026Q1: 2,600 shares; 2026Q2: 4,200 shares 4,200$303K0.26%+1,600Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,600 shares 1,600$251K0.21%+300Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 9,500 shares; 2025Q1: 11,000 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 7,000 shares; 2026Q1: 7,400 shares; 2026Q2: 8,500 shares 8,500$205K0.18%+1,100Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500$192K0.16%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,700 shares; 2026Q2: 2,300 shares 2,300$164K0.14%+600Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200$163K0.14%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 200 shares; 2026Q1: 730 shares; 2026Q2: 600 shares 600$143K0.12%-130Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,060 shares; 2025Q4: 900 shares; 2026Q1: 470 shares; 2026Q2: 330 shares 330$137K0.12%-140Timeline
FPHFIVE POINT HOLDINGS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,500 shares; 2024Q4: 28,000 shares; 2025Q1: 21,300 shares; 2025Q2: 22,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 23,000 shares 23,000$121K0.1%+2,000Timeline
ACTGACACIA RESH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,000 shares; 2024Q4: 28,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,500 shares; 2025Q3: 35,500 shares; 2025Q4: 34,500 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000$116K0.1%0Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,800 shares; 2025Q1: 4,200 shares; 2025Q2: 4,000 shares; 2025Q3: 2,200 shares; 2025Q4: 1,660 shares; 2026Q1: 1,900 shares; 2026Q2: 2,000 shares 2,000$109K0.09%+100Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600$102K0.09%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,000 shares 1,000$99.3K0.09%-300Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,600 shares; 2025Q1: 300 shares; 2025Q2: 400 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 900 shares 900$86.4K0.07%+600Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 300 shares; 2025Q1: 340 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 420 shares 420$84K0.07%+120Timeline
BATRKATLANTA BRAVES HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600$83K0.07%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400$70.2K0.06%newTimeline
CRDFCARDIFF ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,500 shares; 2025Q2: 34,000 shares; 2025Q3: 39,000 shares; 2025Q4: 38,100 shares; 2026Q1: 44,500 shares; 2026Q2: 48,000 shares 48,000$62.4K0.05%+3,500Timeline
MAXMEDIAALPHA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,000 shares; 2026Q2: 4,500 shares 4,500$56.6K0.05%-18,500Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,800 shares; 2024Q4: 26,600 shares; 2025Q1: 27,200 shares; 2025Q2: 27,400 shares; 2025Q3: 32,500 shares; 2025Q4: 26,500 shares; 2026Q1: 2,200 shares; 2026Q2: 2,000 shares 2,000$54.7K0.05%-200Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,000 shares; 2024Q4: 41,000 shares; 2025Q1: 42,000 shares; 2025Q2: 41,750 shares; 2025Q3: 41,550 shares; 2025Q4: 38,000 shares; 2026Q1: 700 shares; 2026Q2: 1,000 shares 1,000$48.6K0.04%+300Timeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800$44.8K0.04%newTimeline
NEPHNEPHROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,441 shares; 2024Q4: 41,429 shares; 2025Q1: 38,924 shares; 2025Q2: 14,500 shares; 2025Q3: 12,500 shares; 2025Q4: 7,000 shares; 2026Q1: 12,000 shares; 2026Q2: 11,000 shares 11,000$39.3K0.03%-1,000Timeline
PSUSPERSHING SQUARE USA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000$37.4K0.03%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 100 shares 100$33.8K0.03%-250Timeline
RDIREADING INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,540 shares; 2024Q4: 31,500 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares; 2026Q2: 26,000 shares 26,000$33.3K0.03%0Timeline
CABOCABLE ONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 550 shares 550$29.2K0.03%newTimeline
FGNXFG CMNTYS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000$25.9K0.02%newTimeline
FORRFORRESTER RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 5,000 shares; 2026Q2: 3,000 shares 3,000$25.2K0.02%-2,000Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 3,300 shares; 2025Q1: 4,600 shares; 2025Q2: 5,800 shares; 2025Q3: 5,900 shares; 2025Q4: 1,500 shares; 2026Q1: 2,000 shares; 2026Q2: 1,100 shares 1,100$16.4K0.01%-900Timeline
MLCIMOUNT LOGAN CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500$5.16K<0.01%newTimeline
CREXCREATIVE REALITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15$62<0.01%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
KWKENNEDY-WILSON HOLDINGS INC4,199,000$45.4Mshares
MICROSOFT CORPMICROSOFT CORP565$209Kshares
DDDUPONT DE NEMOURS INC3,300$151Kshares
CLFCLEVELAND-CLIFFS INC NEW9,500$80.3Kshares
DELLDELL TECHNOLOGIES INC300$49.2Kshares
DISDISNEY WALT CO500$48.2Kshares
FISVFISERV INC400$22.3Kshares
FIGFIGMA INC600$12.7Kshares
HHHHOWARD HUGHES HOLDINGS INC200$12.7Kshares
FG NEXUS INC.FG NEXUS INC.2,100$10.5Kshares

How Q2 2026 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 0000900440-26-000043 base2026-08-13acceptance time not in the bulk data set