Elkhorn Partners’s MediaAlpha MAX Stock Holding History

Elkhorn Partners’s Portfolio MAX Stock Details MAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.6K	Sell	4,500 -18,500	-80%	-$175K	0.05%	37
2026 Q1	$214K	Buy	+23,000	New	+$227K	0.14%	17
2024 Q1	–	Sell	-5,900	Closed	-$66K	–	48
2023 Q4	$66K	Sell	5,900 -9,600	-62%	-$95K	0.05%	34
2023 Q3	$128K	Sell	15,500 -2,500	-14%	-$22.3K	0.08%	26
2023 Q2	$186K	Buy	+18,000	New	+$163K	0.12%	23
2022 Q4	–	Sell	-2,111	Closed	-$18K	–	46
2022 Q3	$18K	Sell	2,111 -1,489	-41%	-$14.5K	0.01%	40
2022 Q2	$35K	Buy	3,600 +800	+29%	+$9.76K	0.02%	42
2022 Q1	$46K	Buy	2,800 +400	+17%	+$5.6K	0.02%	36
2021 Q4	$37K	Buy	2,400 +500	+26%	+$8.34K	0.02%	34
2021 Q3	$35K	Buy	1,900 +1,600	+533%	+$43.3K	0.02%	34
2021 Q2	$13K	Sell	300 -900	-75%	-$36K	0.01%	39
2021 Q1	$43K	Buy	+1,200	New	+$59.5K	0.03%	31

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JAM

Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

Elkhorn Partners's MAX Position: Q2 2026 in Review

Elkhorn Partners reduced its MediaAlpha (MAX) stake by 80% in Q2 2026, selling an estimated $175K and leaving 4,500 shares worth $56.6K. The position accounts for 0.05% of the portfolio, ranked #37.

Elkhorn Partners first reported a position in MAX in Q1 2021 and has held it in 12 quarters since. The position peaked at $214K in Q1 2026. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

Elkhorn Partners held 4,500 shares of MediaAlpha worth $56.6K as of Q2 2026.
Elkhorn Partners sold 18,500 MediaAlpha shares in Q2 2026, an estimated $175K.
MediaAlpha made up 0.05% of Elkhorn Partners's portfolio in Q2 2026, its #37 holding.
Elkhorn Partners first reported a position in MediaAlpha in Q1 2021 and has held it in 12 quarters since.
Elkhorn Partners's MediaAlpha position peaked at $214K in Q1 2026.
153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Elkhorn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.