Elgethun Capital Management
Top Portfolio Positions
121 positions ·
$402,128,919 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
132,203 | $63,351,677 | 15.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
51,279 | $47,164,885 | 11.73% | |
| FRFHF |
Fairfax Financial Holdings Ltd/ Can
Financial Services
|
24,820 | $42,243,640 | 10.50% | |
| C |
Citigroup Inc
Financial Services
|
167,106 | $18,951,491 | 4.71% | |
| CASH |
Pathward Financial, Inc.
Financial Services
|
203,763 | $18,181,772 | 4.52% | |
| BOC |
BOSTON OMAHA Corp
Industrials
|
1,457,992 | $17,029,346 | 4.23% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
155,576 | $14,621,032 | 3.64% | |
| TBBK |
Bancorp, Inc.
Financial Services
|
224,891 | $12,083,393 | 3.00% | |
| DRVN |
Driven Brands Holdings Inc.
Consumer Cyclical
|
942,282 | $11,882,176 | 2.95% | |
| FWONA |
Liberty Media Corp
Communication Services
|
149,440 | $11,668,275 | 2.90% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DRVN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,882,176 | 942,282 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,892,168 | 532,535 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,280,201 | 513,979 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||