ELKHORN PARTNERS LIMITED PARTNERSHIP
CIK 928400 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $116.7M
- Posisi
- 50
- Per tanggal
- 30 Juni 2026
#8.089 dari 9.443 berdasarkan nilai 13F · top 85.7%
Nilai portofolio QoQ: -25.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 94,40%
- Bobot 25 kepemilikan teratas
- 98,70%
- Posisi di atas 1%
- 7
- Jumlah posisi efektif
- 4,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,59% Perkiraan pembelian $3.539.288 · penjualan $47.517.338
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 62,5% masih dipegang
- Posisi baru
- 12
- Meningkat
- 15
- Menurun
- 16
- Tertutup
- 8
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
- Terkait Orang di balik pengaju ini, jika kami dapat mencocokkannya.
Rincian sektor
Financials
22,6%
Communication Services
10,1%
Technology
4,1%
Utilities
2,3%
Industrials
1,6%
Financial Services
1,0%
Consumer products
0,8%
Healthcare
0,7%
Materials
0,6%
Retail
0,2%
Real Estate
0,1%
Consumer Staples
0,1%
Energy
0,0%
Consumer Discretionary
0,0%
Lainnya/Tidak terpetakan
55,7%
Portofolio lengkap 50 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BRKA | $37.442.500 | 32,08% | 50 | $1.535.500 | |||
| BRKB | $27.336.306 | 23,42% | 54.630 | $1.258.242 | Naik ×2 | ||
| WTM White Mountains Insurance Group, Ltd. Common Stock | $25.544.165 | 21,89% | 12.320 | $-2.357.227 | Turun ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5.574.972 | 4,78% | 15.600 | $1.002.768 | Turun ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5.123.285 | 4,39% | 14.500 | $963.815 | |||
| AAPL Apple Inc. - Common Stock | $3.414.448 | 2,93% | 11.800 | $343.589 | Turun ×1 | ||
| CDZI Cadiz, Inc. - Common Stock | $2.742.080 | 2,35% | 656.000 | $-417.505 | Naik ×1 | ||
| BA Boeing Company (The) Common Stock | $1.060.703 | 0,91% | 4.900 | $85.456 | |||
| CME CME Group Inc. - Class A Common Stock | $993.735 | 0,85% | 4.500 | ||||
| KMB Kimberly-Clark Corporation - Common Stock | $944.022 | 0,81% | 8.600 | $288.026 | Naik ×2 | ||
| C Citigroup, Inc. Common Stock | $825.764 | 0,71% | 5.900 | $133.963 | Turun ×2 | ||
| IFF International Flavors & Fragrances, Inc. Common Stock | $625.838 | 0,54% | 7.900 | $30.928 | Turun ×2 | ||
| QXO QXO, Inc. Common Stock | $414.720 | 0,36% | 24.000 | $393.358 | Naik ×1 | ||
| FOX Fox Corporation - Class B Common Stock | $374.720 | 0,32% | 8.000 | Naik ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $366.139 | 0,31% | 650 | $-34.352 | Turun ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $341.020 | 0,29% | 1.000 | $100.540 | Turun ×1 | ||
| ADBE Adobe Inc. - Common Stock | $338.283 | 0,29% | 1.650 | $46.587 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $309.607 | 0,27% | 830 | Naik ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $303.072 | 0,26% | 4.200 | $116.054 | Naik ×3 | ||
| CRM Salesforce, Inc. Common Stock | $250.656 | 0,21% | 1.600 | $7.985 | Naik ×1 | ||
| PFE Pfizer, Inc. Common Stock | $204.680 | 0,18% | 8.500 | $-3.112 | Naik ×2 | ||
| BSX Boston Scientific Corporation Common Stock | $192.060 | 0,16% | 4.500 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $164.220 | 0,14% | 2.300 | $765 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 26614N201) | $162.768 | 0,14% | 1.200 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $143.004 | 0,12% | 600 | $-9.033 | Turun ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $137.158 | 0,12% | 330 | $9.981 | Turun ×3 | ||
| FPH Five Point Holdings, LLC Class A Common Shares | $121.210 | 0,10% | 23.000 | $19.570 | Naik ×1 | ||
| ACTG Acacia Research Corporation - Common Stock | $116.500 | 0,10% | 25.000 | $-3.750 | |||
| CRSP CRISPR Therapeutics AG - Common Shares | $109.080 | 0,09% | 2.000 | $18.697 | Naik ×2 | ||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $102.416 | 0,09% | 1.600 | ||||
| NOW ServiceNow, Inc. Common Stock | $99.280 | 0,09% | 1.000 | $-36.635 | Turun ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $86.382 | 0,07% | 900 | $48.744 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $84.038 | 0,07% | 420 | $31.718 | Naik ×1 | ||
| BATRK Atlanta Braves Holdings, Inc. - Series C Common Stock | $83.040 | 0,07% | 1.600 | $14.720 | |||
| HSY The Hershey Company Common Stock | $70.180 | 0,06% | 400 | ||||
| CRDF Cardiff Oncology, Inc. - Common Stock | $62.400 | 0,05% | 48.000 | $-9.690 | Naik ×2 | ||
| MAX MediaAlpha, Inc. Class A Common Stock | $56.565 | 0,05% | 4.500 | $-157.335 | Turun ×1 | ||
| DOW Dow Inc. Common Stock | $54.720 | 0,05% | 2.000 | $-36.910 | Turun ×3 | ||
| OXY Occidental Petroleum Corporation Common Stock | $48.570 | 0,04% | 1.000 | $3.070 | Naik ×1 | ||
| SHAK Shake Shack, Inc. Class A Common Stock | $44.816 | 0,04% | 800 | Naik ×1 | |||
| NEPH Nephros, Inc. - Common Stock | $39.270 | 0,03% | 11.000 | $3.510 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 71531T105) | $37.380 | 0,03% | 1.000 | Naik ×1 | |||
| AXP American Express Company Common Stock | $33.825 | 0,03% | 100 | $-72.043 | Turun ×1 | ||
| RDI Reading International Inc - Class A Non-voting Common Stock | $33.280 | 0,03% | 26.000 | $3.900 | |||
| CABO Cable One, Inc. Common Stock | $29.211 | 0,03% | 550 | ||||
| FGNX FG Nexus Inc. - Common Stock | $25.850 | 0,02% | 5.000 | Naik ×1 | |||
| FORR Forrester Research, Inc. - Common Stock | $25.230 | 0,02% | 3.000 | $-3.070 | Turun ×1 | ||
| BHVN Biohaven Ltd. Common Shares | $16.368 | 0,01% | 1.100 | $-552 | Turun ×1 | ||
| MLCI Mount Logan Capital Inc. - Common Stock | $5.160 | 0,00% | 1.500 | Naik ×1 | |||
| CREX Creative Realities, Inc. - Common Stock | $62 | 0,00% | 15 | $10 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| UBER | $303.072 | 0,26% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| CME | $993.735 | 4.500 | 0,85% |
| FOX | $374.720 | 8.000 | 0,32% |
| MSFT | $309.607 | 830 | 0,27% |
| BSX | $192.060 | 4.500 | 0,16% |
| Penerbit tidak dikenal (CUSIP: 26614N201) | $162.768 | 1.200 | 0,14% |
| GEHC | $102.416 | 1.600 | 0,09% |
| HSY | $70.180 | 400 | 0,06% |
| SHAK | $44.816 | 800 | 0,04% |
| Penerbit tidak dikenal (CUSIP: 71531T105) | $37.380 | 1.000 | 0,03% |
| CABO | $29.211 | 550 | 0,03% |
| FGNX | $25.850 | 5.000 | 0,02% |
| MLCI | $5.160 | 1.500 | 0,00% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| WTM | Dipangkas | -380 | -$2.4M |
| BRKA | Hanya pergerakan harga | +0 | +$1.5M |
| BRKB | Beli lebih banyak | +210 | +$1.3M |
| GOOGL | Dipangkas | -300 | +$1.0M |
| GOOG | Hanya pergerakan harga | +0 | +$964K |
| CDZI | Beli lebih banyak | +12K | -$418K |
| AAPL | Dipangkas | -300 | +$344K |
| KMB | Beli lebih banyak | +2K | +$288K |
| MAX | Dipangkas | -18K | -$157K |
| C | Dipangkas | -200 | +$134K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| KW | 30 Juni 2026 | 4.199.000 | $45.433.180 | Tidak lagi dilacak |
| SH | 31 Des. 2025 | 7.000 | $258.720 | Tidak lagi dilacak |
| Q | 31 Maret 2026 | 2.500 | $204.125 | 14,4% |
| DD | 30 Juni 2026 | 3.300 | $151.140 | 3,3% |
| CABO | 30 Sep. 2025 | 1.000 | $135.810 | -85,5% |
| COST | 31 Maret 2026 | 150 | $129.351 | -5,3% |
| TAYD | 31 Maret 2026 | 1.500 | $87.690 | 1,7% |
| CLF | 30 Juni 2026 | 9.500 | $80.275 | 23,3% |
| GLRE | 31 Des. 2025 | 5.000 | $63.500 | 4,9% |
| DELL | 30 Juni 2026 | 300 | $49.239 | 1,8% |
| DIS | 30 Juni 2026 | 500 | $48.190 | 11,3% |
| CTO | 31 Maret 2026 | 2.200 | $40.502 | 18,4% |
| AMGN | 31 Des. 2025 | 130 | $36.686 | 33,2% |
| QXO | 31 Des. 2025 | 1.800 | $34.308 | -29,1% |
| CME | 31 Maret 2026 | 100 | $27.308 | -7,5% |
| OSK | 31 Maret 2026 | 200 | $25.126 | 5,3% |
| FISV | 30 Juni 2026 | 400 | $22.320 | 5,1% |
| GEHC | 30 Sep. 2025 | 300 | $22.221 | -1,4% |
| FIG | 30 Juni 2026 | 600 | $12.684 | 48,5% |
| HHH | 30 Juni 2026 | 200 | $12.652 | -6,2% |
| XOM | 31 Maret 2026 | 100 | $12.034 | -1,9% |
| CABO | 31 Maret 2026 | 100 | $11.285 | -71,9% |
| WEN | 31 Maret 2026 | 1.000 | $8.330 | 26,5% |
| HSY | 30 Sep. 2025 | 40 | $6.638 | 0,5% |
| KVUE | 31 Maret 2026 | 300 | $5.175 | 9,9% |
| OFLX | 31 Maret 2026 | 100 | $2.944 | -11,2% |
| CME | 31 Maret 2025 | 1.097 | $255 | 2,9% |
| MRNA | 31 Maret 2025 | 2.500 | $104 | 404,8% |
| XOM | 31 Maret 2025 | 600 | $65 | 39,9% |
| GEHC | 31 Maret 2025 | 600 | $47 | -8,2% |
| SNOW | 30 Juni 2025 | 275 | $40 | 41,2% |
| NVDA | 30 Juni 2025 | 340 | $37 | 37,3% |
| WBA | 31 Maret 2025 | 2.000 | $19 | Tidak lagi dilacak |
| BAC | 31 Maret 2025 | 200 | $9 | 49,6% |
| SIRI | 30 Juni 2025 | 300 | $7 | 25,5% |
| CSCO | 31 Maret 2025 | 100 | $6 | 79,9% |
| LUV | 31 Maret 2025 | 100 | $3 | 20,2% |
| JBLU | 31 Maret 2025 | 100 | $1 | -0,6% |