ELKHORN PARTNERS LIMITED PARTNERSHIP

CIK

928400

Location

OMAHA, NE

Portfolio Value

Small $116,714,749

Diversification

Highly concentrated

Reports for

Parsow Management LLC

Filing Date

Global Rank

#8,093 / 8,819 ▼ 1256

Top Industry

Insurance - Diversified 55.5%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.6% of the book (60%+)

Turnover

Low turnover

6.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.6 quarters (12+), a floor since 92.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 86.5%; sector active share 70.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

55.5%

+16.0 pts

Top 5

91.8%

−2.0 pts

Top 10

95.6%

−2.0 pts

HHI

3,661

Highly concentrated+905

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	79.0%	$92,244,682	9
Communication Services	10.1%	$11,805,430	9
Technology	4.4%	$5,140,463	9
Industrials	3.7%	$4,359,233	5
Consumer Defensive	0.9%	$1,014,202	2
Healthcare	0.7%	$863,431	8
Basic Materials	0.7%	$843,326	3
Consumer Cyclical	0.2%	$274,202	3
Real Estate	0.1%	$121,210	1
Energy	0.0%	$48,570	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	+22,900	24,000	$414,720
CDZI	Cadiz Inc	+12,500	656,000	$2,742,080
CRDF	Cardiff Oncology, Inc.	+3,500	48,000	$62,400
FGC	FG Communities Holdings Inc.	+2,900	5,000	$25,850
FPH	Five Point Holdings, LLC	+2,000	23,000	$121,210
KMB	Kimberly Clark Corp	+1,800	8,600	$944,022
UBER	Uber Technologies, Inc	+1,600	4,200	$303,072
PFE	Pfizer Inc	+1,100	8,500	$204,680
BABA	Alibaba Group Holding Ltd	+600	900	$86,382
NFLX	Netflix Inc	+600	2,300	$164,220
ADBE	Adobe Inc.	+450	1,650	$338,283
CRM	Salesforce, Inc.	+300	1,600	$250,656
OXY	Occidental Petroleum Corp	+300	1,000	$48,570
BRK-B	Berkshire Hathaway Inc	+210	54,630	$27,336,305
NVDA	Nvidia Corp	+120	420	$84,037
CRSP	CRISPR Therapeutics AG	+100	2,000	$109,080
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
MAX	MediaAlpha, Inc.	−18,500	4,500	$56,565
DD	DuPont de Nemours, Inc.	−2,100	1,200	$162,768
FORR	Forrester Research, Inc.	−2,000	3,000	$25,230
NEPH	Nephros Inc	−1,000	11,000	$39,270
BHVN	Biohaven Ltd.	−900	1,100	$16,368
PANW	Palo Alto Networks Inc	−500	1,000	$341,020
WTM	White Mountains Insurance Group Ltd	−380	12,320	$25,544,163
GOOGL	Alphabet Inc.	−300	15,600	$5,574,972
IFF	International Flavors & Fragrances Inc	−300	7,900	$625,838
AAPL	Apple Inc.	−300	11,800	$3,414,448
NOW	ServiceNow, Inc.	−300	1,000	$99,280
AXP	American Express Co	−250	100	$33,825
DOW	Dow Inc.	−200	2,000	$54,720
C	Citigroup Inc	−200	5,900	$825,764
UNH	Unitedhealth Group Inc	−140	330	$137,157
AMZN	Amazon Com Inc	−130	600	$143,004
META	Meta Platforms, Inc.	−50	650	$366,138
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
CME	Cme Group Inc.	4,500	$993,735
FOX	Fox Corp	8,000	$374,720
MSFT	Microsoft Corp	830	$309,606
BSX	Boston Scientific Corp	4,500	$192,060
GEHC	GE HealthCare Technologies Inc.	1,600	$102,416
HSY	Hershey Co	400	$70,180
SHAK	Shake Shack Inc.	800	$44,816
PSUS	Pershing Square USA, Ltd.	1,000	$37,380
CABO	Cable One, Inc.	550	$29,210
MLCI	Mount Logan Capital Inc.	1,500	$5,160
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
—		4,199,000	$45,433,180
CLF	Cleveland-Cliffs Inc.	9,500	$80,275
DELL	Dell Technologies Inc.	300	$49,239
DIS	Walt Disney Co	500	$48,190
FISV	Fiserv Inc	400	$22,320
FIG	Figma, Inc.	600	$12,684
HHH	Howard Hughes Holdings Inc.	200	$12,652
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $116,714,749 total · filing declares 50 positions · $116,714,758 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
BRK-A	Berkshire Hathaway Inc Financial Services	Held	50	0	$37,442,500	+4.3%	26+	before history	32.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	54,630	+210	$27,336,305	+4.8%	26+	before history	23.42%
WTM	White Mountains Insurance Group Ltd Financial Services	Reduced	12,320	-380	$25,544,163	−8.4%	26+	before history	21.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,600	-300	$5,574,972	+21.9%	26+	before history	4.78%
GOOG	Alphabet Inc. Communication Services	Held	14,500	0	$5,123,285	+23.2%	26+	before history	4.39%
AAPL	Apple Inc. Technology	Reduced	11,800	-300	$3,414,448	+11.2%	26+	before history	2.93%
CDZI	Cadiz Inc Industrials	Added	656,000	+12,500	$2,742,080	−13.2%	26+	before history	2.35%
BA	Boeing Co Industrials	Held	4,900	0	$1,060,703	+8.8%	22	$195.18	0.91%
CME	Cme Group Inc. Financial Services	NEW	4,500	NEW	$993,735	NEW	1	$276.63	0.85%
KMB	Kimberly Clark Corp Consumer Defensive	Added	8,600	+1,800	$944,022	+43.9%	3	$103.71	0.81%
C	Citigroup Inc Financial Services	Reduced	5,900	-200	$825,764	+19.4%	26+	before history	0.71%
IFF	International Flavors & Fragrances Inc Basic Materials	Reduced	7,900	-300	$625,838	+5.2%	6	$69.25	0.54%
QXO	QXO, Inc. Industrials	Added	24,000	+22,900	$414,720	+1841.4%	2	$18.81	0.36%
FOX	Fox Corp Communication Services	NEW	8,000	NEW	$374,720	NEW	1	$55.55	0.32%
META	Meta Platforms, Inc. Communication Services	Reduced	650	-50	$366,138	−8.6%	3	$652.78	0.31%
PANW	Palo Alto Networks Inc Technology	Reduced	1,000	-500	$341,020	+41.8%	2	$168.00	0.29%
ADBE	Adobe Inc. Technology	Added	1,650	+450	$338,283	+16.0%	9	$386.69	0.29%
MSFT	Microsoft Corp Technology	NEW	830	NEW	$309,606	NEW	1	$404.60	0.27%
UBER	Uber Technologies, Inc Technology	Added	4,200	+1,600	$303,072	+62.1%	7	$73.52	0.26%
CRM	Salesforce, Inc. Technology	Added	1,600	+300	$250,656	+3.3%	2	$201.31	0.21%
PFE	Pfizer Inc Healthcare	Added	8,500	+1,100	$204,680	−1.5%	14	$30.71	0.18%
BSX	Boston Scientific Corp Healthcare	NEW	4,500	NEW	$192,060	NEW	1	$54.30	0.16%
NFLX	Netflix Inc Communication Services	Added	2,300	+600	$164,220	+0.5%	3	unpriced	0.14%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	1,200	-2,100	$162,768	+7.7%	26+	before history	0.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	600	-130	$143,004	−5.9%	4	$222.47	0.12%
UNH	Unitedhealth Group Inc Healthcare	Reduced	330	-140	$137,157	+7.8%	5	$381.44	0.12%
FPH	Five Point Holdings, LLC Real Estate	Added	23,000	+2,000	$121,210	+19.3%	24	$4.15	0.10%
ACTG	Acacia Research Corp Industrials	Held	25,000	0	$116,500	−3.1%	26+	before history	0.10%
CRSP	CRISPR Therapeutics AG Healthcare	Added	2,000	+100	$109,080	+20.7%	9	$51.34	0.09%
GEHC	GE HealthCare Technologies Inc. Healthcare	NEW	1,600	NEW	$102,416	NEW	1	$65.73	0.09%
NOW	ServiceNow, Inc. Technology	Reduced	1,000	-300	$99,280	−27.0%	2	$117.65	0.09%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	900	+600	$86,382	+129.5%	22	$137.64	0.07%
NVDA	Nvidia Corp Technology	Added	420	+120	$84,037	+60.6%	2	$189.79	0.07%
BATRK	Atlanta Braves Holdings, Inc. Communication Services	Held	1,600	0	$83,040	+21.5%	3	$39.66	0.07%
HSY	Hershey Co Consumer Defensive	NEW	400	NEW	$70,180	NEW	1	$188.58	0.06%
CRDF	Cardiff Oncology, Inc. Healthcare	Added	48,000	+3,500	$62,400	−13.4%	25	$2.66	0.05%
MAX	MediaAlpha, Inc. Communication Services	Reduced	4,500	-18,500	$56,565	−73.6%	2	$9.85	0.05%
DOW	Dow Inc. Basic Materials	Reduced	2,000	-200	$54,720	−40.3%	26+	before history	0.05%
OXY	Occidental Petroleum Corp Energy	Added	1,000	+300	$48,570	+6.7%	11	$58.09	0.04%
SHAK	Shake Shack Inc. Consumer Cyclical	NEW	800	NEW	$44,816	NEW	1	$75.31	0.04%
NEPH	Nephros Inc Healthcare	Reduced	11,000	-1,000	$39,270	+9.8%	26+	before history	0.03%
PSUS	Pershing Square USA, Ltd. Financial Services	NEW	1,000	NEW	$37,380	NEW	1	$39.97	0.03%
AXP	American Express Co Financial Services	Reduced	100	-250	$33,825	−68.0%	2	$335.29	0.03%
RDI	Reading International Inc Communication Services	Held	26,000	0	$33,280	+13.3%	26+	before history	0.03%
CABO	Cable One, Inc. Communication Services	NEW	550	NEW	$29,210	NEW	1	$67.14	0.03%
FGC	FG Communities Holdings Inc. Financial Services	Added	5,000	+2,900	$25,850	+146.7%	3	unpriced	0.02%
FORR	Forrester Research, Inc. Industrials	Reduced	3,000	-2,000	$25,230	−10.8%	3	$7.45	0.02%
BHVN	Biohaven Ltd. Healthcare	Reduced	1,100	-900	$16,368	−3.3%	9	$29.05	0.01%
MLCI	Mount Logan Capital Inc. Financial Services	NEW	1,500	NEW	$5,160	NEW	1	$3.59	0.00%
CREX	Creative Realities, Inc. Technology	Held	15	0	$61	+19.6%	26+	before history	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.