ELKHORN PARTNERS LIMITED PARTNERSHIP

Q3 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$114,863
Net value change ($000)
-1,852 (-1.6%)
New positions
3
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
TIP 884 NEW
AAPL 382 11.2%
DD 305 187.1%
BABA 140 162.8%
HSY 135 192.9%
QXO 134 32.3%
NFLX 121 73.8%
MSFT 64 20.6%
PERSHING SQUARE USA LTD 59 159.5%
QXO 28 NEW
Top Reduces (Value $000, Stocks/ETFs)
WTM -1,336 -5.2%
PANW -341 -100.0%
BRK-B -282 -1.0%
CME -208 -20.9%
GOOGL -199 -3.6%
ADBE -187 -55.3%
GOOG -182 -3.6%
FOXA -178 -47.5%
KMB -145 -15.4%
CRM -136 -54.2%
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