ELKHORN PARTNERS LIMITED PARTNERSHIP
•CIK: 928400•Filing: Q4 2025
**ELKHORN PARTNERS LIMITED PARTNERSHIP** manages $158M across a diversified portfolio of 50 positions. The fund exhibits significant conviction in established value names, with top holdings including KW at $40.9M and BRK/A at $37.7M. Further substantial allocations are directed toward energy and technology, notably OILU ($28.3M) and BRK/B ($27.2M). This concentrated exposure suggests a deep-value, multi-sector approach anchored by large, established market leaders.
Total AUM
$158.3M
QoQ Performance
+7.5%
Positions
48
Top 10 Concentration
96.7%
Latest Filing
Q4 2025
Top Holdings Allocation
KW
BRK.A
WTM
BRK.B
KW25.9%
BRK.A23.8%
WTM17.8%
BRK.B17.2%
GOOGL3.2%
GOOGL2.9%
CDZI2.3%
AAPL2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.9%
Technology8.5%
Energy1.0%
Industrial0.6%
Financial0.5%
Healthcare0.3%
Consumer0.2%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW17 new positions
↑5 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022