Vault-13

ELKHORN PARTNERS LIMITED PARTNERSHIP

OMAHA, NE · CIK 928400 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$116.7m reported value -25.7% vs Q1 2026
50positions
94.4%in top 10
12 new 15 added 16 reduced 10 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 50 $37.4m32.08% 32.08% UnchangedShares held: Q3 2025 50, Q4 2025 50, Q1 2026 50, Q2 2026 50
2 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 54,630 $27.3m23.42% 23.42% AddedShares held: Q3 2025 54.1k, Q4 2025 54.0k, Q1 2026 54.4k, Q2 2026 54.6k +210 +210 0.4%
3 WHITE MTNS INS GROUP LTD COM WTM WTM 12,320 $25.5m21.89% 21.89% ReducedShares held: Q3 2025 14.8k, Q4 2025 13.6k, Q1 2026 12.7k, Q2 2026 12.3k -380 -380 -3.0%
4 ALPHABET INC CAP STK CL A GOOGL GOOGL 15,600 $5.6m4.78% 4.78% ReducedShares held: Q3 2025 16.8k, Q4 2025 16.4k, Q1 2026 15.9k, Q2 2026 15.6k -300 -300 -1.9%
5 ALPHABET INC CAP STK CL C GOOG GOOG 14,500 $5.1m4.39% 4.39% UnchangedShares held: Q3 2025 15.0k, Q4 2025 14.5k, Q1 2026 14.5k, Q2 2026 14.5k
6 APPLE INC COM AAPL AAPL 11,800 $3.4m2.93% 2.93% ReducedShares held: Q3 2025 12.5k, Q4 2025 11.6k, Q1 2026 12.1k, Q2 2026 11.8k -300 -300 -2.5%
7 CADIZ INC COM NEW CDZI CDZI 656,000 $2.7m2.35% 2.35% AddedShares held: Q3 2025 683.2k, Q4 2025 652.0k, Q1 2026 643.5k, Q2 2026 656.0k +12.5k +12,500 1.9%
8 BOEING CO COM BA BA 4,900 $1.1m0.91% 0.91% UnchangedShares held: Q3 2025 3.9k, Q4 2025 4.2k, Q1 2026 4.9k, Q2 2026 4.9k
9 CME GROUP INC COM CME CME 4,500 $993.7k0.85% 0.85% NewShares held: Q3 2025 0, Q4 2025 100, Q1 2026 0, Q2 2026 4.5k
10 KIMBERLY-CLARK CORP COM KMB KMB 8,600 $944.0k0.81% 0.81% AddedShares held: Q3 2025 0, Q4 2025 2.5k, Q1 2026 6.8k, Q2 2026 8.6k +1.8k +1,800 26.5%
11 CITIGROUP INC COM NEW C C 5,900 $825.8k0.71% 0.71% ReducedShares held: Q3 2025 6.2k, Q4 2025 6.2k, Q1 2026 6.1k, Q2 2026 5.9k -200 -200 -3.3%
12 INTERNATIONAL FLAVORS&FRAGRA COM IFF IFF 7,900 $625.8k0.54% 0.54% ReducedShares held: Q3 2025 9.0k, Q4 2025 9.1k, Q1 2026 8.2k, Q2 2026 7.9k -300 -300 -3.7%
13 QXO INC COM NEW QXO QXO 24,000 $414.7k0.36% 0.36% AddedShares held: Q3 2025 1.8k, Q4 2025 0, Q1 2026 1.1k, Q2 2026 24.0k +22.9k +22,900 2081.8%
14 FOX CORP CL B COM FOX FOX 8,000 $374.7k0.32% 0.32% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 8.0k
15 META PLATFORMS INC CL A META META 650 $366.1k0.31% 0.31% ReducedShares held: Q3 2025 0, Q4 2025 310, Q1 2026 700, Q2 2026 650 -50 -50 -7.1%
16 PALO ALTO NETWORKS INC COM PANW PANW 1,000 $341.0k0.29% 0.29% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.5k, Q2 2026 1.0k -500 -500 -33.3%
17 ADOBE INC COM ADBE ADBE 1,650 $338.3k0.29% 0.29% AddedShares held: Q3 2025 1.4k, Q4 2025 1.2k, Q1 2026 1.2k, Q2 2026 1.6k +450 +450 37.5%
18 MICROSOFT CORP COM MSFT MSFT 830 $309.6k0.27% 0.27% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 830
19 UBER TECHNOLOGIES INC COM UBER UBER 4,200 $303.1k0.26% 0.26% AddedShares held: Q3 2025 1.8k, Q4 2025 1.9k, Q1 2026 2.6k, Q2 2026 4.2k +1.6k +1,600 61.5%
20 SALESFORCE INC COM CRM CRM 1,600 $250.7k0.21% 0.21% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.3k, Q2 2026 1.6k +300 +300 23.1%
21 PFIZER INC COM PFE PFE 8,500 $204.7k0.18% 0.18% AddedShares held: Q3 2025 10.8k, Q4 2025 7.0k, Q1 2026 7.4k, Q2 2026 8.5k +1.1k +1,100 14.9%
22 BOSTON SCIENTIFIC CORP COM BSX BSX 4,500 $192.1k0.16% 0.16% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.5k
23 NETFLIX INC COM NFLX NFLX 2,300 $164.2k0.14% 0.14% AddedShares held: Q3 2025 0, Q4 2025 1.0k, Q1 2026 1.7k, Q2 2026 2.3k +600 +600 35.3%
24 DUPONT DE NEMOURS INC COMMON STOCK DD DD 1,200 $162.8k0.14% 0.14% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.2k
25 AMAZON COM INC COM AMZN AMZN 600 $143.0k0.12% 0.12% ReducedShares held: Q3 2025 20, Q4 2025 200, Q1 2026 730, Q2 2026 600 -130 -130 -17.8%
26 UNITEDHEALTH GROUP INC COM UNH UNH 330 $137.2k0.12% 0.12% ReducedShares held: Q3 2025 1.1k, Q4 2025 900, Q1 2026 470, Q2 2026 330 -140 -140 -29.8%
27 FIVE POINT HOLDINGS LLC COM CL A FPH FPH 23,000 $121.2k0.10% 0.10% AddedShares held: Q3 2025 21.0k, Q4 2025 21.0k, Q1 2026 21.0k, Q2 2026 23.0k +2.0k +2,000 9.5%
28 ACACIA RESH CORP ACACIA TCH COM ACTG ACTG 25,000 $116.5k0.10% 0.10% UnchangedShares held: Q3 2025 35.5k, Q4 2025 34.5k, Q1 2026 25.0k, Q2 2026 25.0k
29 CRISPR THERAPEUTICS AG NAMEN AKT CRSP CRSP 2,000 $109.1k0.09% 0.09% AddedShares held: Q3 2025 2.2k, Q4 2025 1.7k, Q1 2026 1.9k, Q2 2026 2.0k +100 +100 5.3%
30 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC GEHC 1,600 $102.4k0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.6k
31 SERVICENOW INC COM NOW NOW 1,000 $99.3k0.09% 0.09% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.3k, Q2 2026 1.0k -300 -300 -23.1%
32 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA BABA 900 $86.4k0.07% 0.07% AddedShares held: Q3 2025 300, Q4 2025 300, Q1 2026 300, Q2 2026 900 +600 +600 200.0%
33 NVIDIA CORPORATION COM NVDA NVDA 420 $84.0k0.07% 0.07% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 300, Q2 2026 420 +120 +120 40.0%
34 ATLANTA BRAVES HLDGS INC COM SER C BATRK BATRK 1,600 $83.0k0.07% 0.07% UnchangedShares held: Q3 2025 0, Q4 2025 1.5k, Q1 2026 1.6k, Q2 2026 1.6k
35 HERSHEY CO COM HSY HSY 400 $70.2k0.06% 0.06% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 400
36 CARDIFF ONCOLOGY INC COM CRDF CRDF 48,000 $62.4k0.05% 0.05% AddedShares held: Q3 2025 39.0k, Q4 2025 38.1k, Q1 2026 44.5k, Q2 2026 48.0k +3.5k +3,500 7.9%
37 MEDIAALPHA INC CL A MAX MAX 4,500 $56.6k0.05% 0.05% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 23.0k, Q2 2026 4.5k -18.5k -18,500 -80.4%
38 DOW INC COM DOW DOW 2,000 $54.7k0.05% 0.05% ReducedShares held: Q3 2025 32.5k, Q4 2025 26.5k, Q1 2026 2.2k, Q2 2026 2.0k -200 -200 -9.1%
39 OCCIDENTAL PETE CORP COM OXY OXY 1,000 $48.6k0.04% 0.04% AddedShares held: Q3 2025 41.5k, Q4 2025 38.0k, Q1 2026 700, Q2 2026 1.0k +300 +300 42.9%
40 SHAKE SHACK INC CL A SHAK SHAK 800 $44.8k0.04% 0.04% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 800
41 NEPHROS INC COM NEPH NEPH 11,000 $39.3k0.03% 0.03% ReducedShares held: Q3 2025 12.5k, Q4 2025 7.0k, Q1 2026 12.0k, Q2 2026 11.0k -1.0k -1,000 -8.3%
42 PERSHING SQUARE USA LTD COM SHS PSUS PSUS 1,000 $37.4k0.03% 0.03% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.0k
43 AMERICAN EXPRESS CO COM AXP AXP 100 $33.8k0.03% 0.03% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 350, Q2 2026 100 -250 -250 -71.4%
44 READING INTL INC CL A RDI RDI 26,000 $33.3k0.03% 0.03% UnchangedShares held: Q3 2025 26.0k, Q4 2025 26.0k, Q1 2026 26.0k, Q2 2026 26.0k
45 CABLE ONE INC COM CABO CABO 550 $29.2k0.03% 0.03% NewShares held: Q3 2025 0, Q4 2025 100, Q1 2026 0, Q2 2026 550
46 FG NEXUS INC. COM FGC FGC 5,000 $25.9k0.02% 0.02% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.0k
47 FORRESTER RESH INC COM FORR FORR 3,000 $25.2k0.02% 0.02% ReducedShares held: Q3 2025 0, Q4 2025 3.0k, Q1 2026 5.0k, Q2 2026 3.0k -2.0k -2,000 -40.0%
48 BIOHAVEN LTD COM BHVN BHVN 1,100 $16.4k0.01% 0.01% ReducedShares held: Q3 2025 5.9k, Q4 2025 1.5k, Q1 2026 2.0k, Q2 2026 1.1k -900 -900 -45.0%
49 MOUNT LOGAN CAP INC COM MLCI MLCI 1,500 $5.2k0.00% 0.00% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.5k
50 CREATIVE REALITIES INC COM CREX CREX 15 $620.00% 0.00% UnchangedShares held: Q3 2025 15, Q4 2025 15, Q1 2026 15, Q2 2026 15

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
KENNEDY-WILSON HOLDINGS INC KW KW 4,199,000 $45.4m4.2m shares
MICROSOFT CORP 565 $209.1k565 shares
DUPONT DE NEMOURS INC DWDP DWDP 1,100 $151.1k1.1k shares
CLEVELAND-CLIFFS INC NEW CLF CLF 9,500 $80.3k9.5k shares
DELL TECHNOLOGIES INC DELL DELL 300 $49.2k300 shares
DISNEY WALT CO DIS DIS 500 $48.2k500 shares
FISERV INC FISV FISV 400 $22.3k400 shares
FIGMA INC FIG FIG 600 $12.7k600 shares
HOWARD HUGHES HOLDINGS INC HHH HHH 200 $12.7k200 shares
FG NEXUS INC. 2,100 $10.5k2.1k shares