ELKHORN PARTNERS LIMITED PARTNERSHIP
OMAHA NE · SEC CIK 0000928400
$1.57亿2026Q1 申报市值
48持仓数
96.7%前十大占比 · 第一大 28.9%
9 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KMB 加仓+$41.48万
CRM 新建仓+$24.27万
PANW 新建仓+$24.05万
META 加仓+$22.31万
MAX 新建仓+$21.39万
2026Q1 卖出最多 按季末市值估算
OXY 减仓-$242.45万
WTM 减仓-$197.29万
DOW 减仓-$101.21万
KENNEDY-WILSON H 减仓-$38.41万
Q 清仓-$20.41万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | KENNEDY-WILSON HOLDINGS INC | $4,543.32万 | 28.92% | 4,199,000 | -35,500 | -0.8% | -$38.41万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,590.70万 | 22.86% | 50 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $2,790.14万 | 17.76% | 12,700 | -898 | -6.6% | -$197.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,607.81万 | 16.60% | 54,420 | 375 | 0.7% | $17.97万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK | $457.22万 | 2.91% | 15,900 | -500 | -3.0% | -$14.38万 | 减仓 |
| GOOG | ALPHABET INC CAP STK | $415.95万 | 2.65% | 14,500 | 0 | 0.0% | — | 不变 |
| CDZI | CADIZ INC | $315.96万 | 2.01% | 643,500 | -8,500 | -1.3% | -$4.17万 | 减仓 |
| AAPL | APPLE INC | $307.09万 | 1.96% | 12,100 | 540 | 4.7% | $13.70万 | 加仓 |
| BA | BOEING CO | $97.52万 | 0.62% | 4,900 | 740 | 17.8% | $14.73万 | 加仓 |
| C | CITIGROUP INC | $69.18万 | 0.44% | 6,100 | -100 | -1.6% | -$1.13万 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $65.60万 | 0.42% | 6,800 | 4,300 | 172.0% | $41.48万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $59.49万 | 0.38% | 8,200 | -900 | -9.9% | -$6.53万 | 减仓 |
| META | META PLATFORMS INC | $40.05万 | 0.25% | 700 | 390 | 125.8% | $22.31万 | 加仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED | $29.17万 | 0.19% | 1,200 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $24.27万 | 0.15% | 1,300 | 1,300 | — | $24.27万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $24.05万 | 0.15% | 1,500 | 1,500 | — | $24.05万 | 新建仓 |
| MAX | MEDIAALPHA INC | $21.39万 | 0.14% | 23,000 | 23,000 | — | $21.39万 | 新建仓 |
| — | MICROSOFT CORP | $20.91万 | 0.13% | 565 | 565 | — | $20.91万 | 新建仓 |
| PFE | PFIZER INC | $20.78万 | 0.13% | 7,400 | 400 | 5.7% | $1.12万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $18.70万 | 0.12% | 2,600 | 700 | 36.8% | $5.04万 | 加仓 |
| NFLX | NETFLIX INC | $16.35万 | 0.10% | 1,700 | 700 | 70.0% | $6.73万 | 加仓 |
| AMZN | AMAZON COM INC | $15.20万 | 0.10% | 730 | 530 | 265.0% | $11.04万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $15.11万 | 0.10% | 3,300 | -1,600 | -32.7% | -$7.33万 | 减仓 |
| NOW | SERVICENOW INC | $13.59万 | 0.09% | 1,300 | 1,300 | — | $13.59万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $12.72万 | 0.08% | 470 | -430 | -47.8% | -$11.64万 | 减仓 |
| ACTG | ACACIA RESH CORP ACACIA TCH | $12.03万 | 0.08% | 25,000 | -9,500 | -27.5% | -$4.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $10.59万 | 0.07% | 350 | 350 | — | $10.59万 | 新建仓 |
| FPH | FIVE POINT HOLDINGS LLC COM | $10.16万 | 0.06% | 21,000 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $9.16万 | 0.06% | 2,200 | -24,300 | -91.7% | -$101.21万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN | $9.04万 | 0.06% | 1,900 | 240 | 14.5% | $1.14万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $8.03万 | 0.05% | 9,500 | -2,900 | -23.4% | -$2.45万 | 减仓 |
| — | CARDIFF ONCOLOGY INC | $7.21万 | 0.05% | 44,500 | 6,400 | 16.8% | $1.04万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $6.83万 | 0.04% | 1,600 | 100 | 6.7% | $4,270 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.23万 | 0.03% | 300 | 300 | — | $5.23万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $4.92万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $4.82万 | 0.03% | 500 | 500 | — | $4.82万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $4.55万 | 0.03% | 700 | -37,300 | -98.2% | -$242.45万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3.76万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| — | NEPHROS INC | $3.58万 | 0.02% | 12,000 | 5,000 | 71.4% | $1.49万 | 加仓 |
| — | READING INTL INC | $2.94万 | 0.02% | 26,000 | 0 | 0.0% | — | 不变 |
| — | FORRESTER RESH INC | $2.83万 | 0.02% | 5,000 | 2,000 | 66.7% | $1.13万 | 加仓 |
| FISV | FISSERV INC | $2.23万 | 0.01% | 400 | 270 | 207.7% | $1.51万 | 加仓 |
| QXO | QXO INC | $2.14万 | 0.01% | 1,100 | -700 | -38.9% | -$1.36万 | 重新持有 |
| BHVN | BIOHAVEN LTD | $1.69万 | 0.01% | 2,000 | 500 | 33.3% | $4,230 | 加仓 |
| FIG | FIGMA INC CLASS A COM | $1.27万 | 0.01% | 600 | 100 | 20.0% | $2,114 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1.27万 | 0.01% | 200 | -100 | -33.3% | -$6,326 | 减仓 |
| — | FG NEXUS INC | $1.05万 | 0.01% | 2,100 | 2,100 | — | $1.05万 | 新建仓 |
| — | CREATIVE REALITIES INC | $52 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$20.41万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -150 | -100.0% | -$12.94万 | 清仓 |
| — | TAYLOR DEVICES INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$8.77万 | 清仓 |
| CTO | CTO RLTY GROWTH INC NEW | $0 | 0.00% | 0 | -2,200 | -100.0% | -$4.05万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$2.51万 | 清仓 |
| — | FG NEXUS INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$1.93万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1.20万 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8,330 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -300 | -100.0% | -$5,175 | 清仓 |
| — | OMEGA FLEX INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,944 | 清仓 |