ELKHORN PARTNERS LIMITED PARTNERSHIP

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$157,076
Net value change ($000)
-1,254 (-0.8%)
New positions
9
Sold out positions
11
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KW 4,485 11.0%
KMB 404 160.3%
CRM 243 NEW
PANW 240 NEW
MAX 214 NEW
MICROSOFT CORP 209 NEW
META 195 95.1%
NOW 136 NEW
AMZN 106 230.4%
AXP 106 NEW
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,833 -4.9%
OXY -1,517 -97.1%
BRK-B -1,088 -4.0%
GOOGL -561 -10.9%
DOW -528 -85.2%
CDZI -498 -13.6%
GOOGL -391 -8.6%
WTM -356 -1.3%
Q -204 -100.0%
UNH -170 -57.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type