Titelia

Holdings of ELKHORN PARTNERS LIMITED PARTNERSHIP

43 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 96.8 % of the equity sleeve

Sector breakdown

  • Financials 48.7 %
  • Communication 7.3 %
  • Technology 3.2 %
  • Industrials 0.9 %
  • Materials 0.5 %
  • Consumer staples 0.5 %
  • Health care 0.3 %
  • Consumer discretionary 0.1 %
  • Unattributed 38.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US43128.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Kennedy-Wilson Holdings Inc 4,199,00045.4M $
2Berkshire Hathaway Inc 5035.9M $
3Berkshire Hathaway Inc 54,42026.1M $
4Alphabet Inc 15,9004.6M $
5Alphabet Inc 14,5004.2M $
6Cadiz Inc 643,5003.2M $
7Apple Inc 12,1003.1M $
8Boeing Co/The 4,900975.2K $
9Citigroup Inc 6,100691.8K $
10Kimberly-Clark Corp 6,800656K $
11International Flavors & Fragrances Inc 8,200594.9K $
12Meta Platforms Inc 700400.5K $
13Adobe Inc 1,200291.7K $
14Salesforce Inc 1,300242.7K $
15Palo Alto Networks Inc 1,500240.5K $
16MediaAlpha Inc 23,000213.9K $
17Pfizer Inc 7,400207.8K $
18Uber Technologies Inc 2,600187K $
19Netflix Inc 1,700163.5K $
20Amazon.com Inc 730152K $
21DuPont de Nemours Inc 3,300151.1K $
22ServiceNow Inc 1,300135.9K $
23UnitedHealth Group Inc 470127.2K $
24Acacia Research Corp 25,000120.3K $
25American Express Co 350105.9K $
26Five Point Holdings LLC 21,000101.6K $
27Dow Inc 2,20091.6K $
28Cleveland-Cliffs Inc 9,50080.3K $
29Cardiff Oncology Inc 44,50072.1K $
30Atlanta Braves Holdings Inc 1,60068.3K $
31NVIDIA Corp 30052.3K $
32Dell Technologies Inc 30049.2K $
33Walt Disney Co/The 50048.2K $
34Occidental Petroleum Corp 70045.5K $
35Alibaba Group Holding Ltd 30037.6K $
36Nephros Inc 12,00035.8K $
37Reading Intl Inc 26,00029.4K $
38Forrester Research Inc 5,00028.3K $
39Fiserv Inc 40022.3K $
40QXO Inc 1,10021.4K $
41Figma Inc 60012.7K $
42Howard Hughes Holdings Inc 20012.7K $
43Creative Realities Inc 1552 $