EP

Elkhorn Partners Portfolio holdings

AUM $138M
1-Year Est. Return 1.6%
This Quarter Est. Return
1 Year Est. Return
+1.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$922K
2 +$732K
3 +$399K
4
OSK icon
Oshkosh
OSK
+$288K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$232K

Top Sells

1 +$96.3K
2 +$81.3K
3 +$71.4K
4
SH icon
ProShares Short S&P500
SH
+$40.8K
5
ACTG icon
Acacia Research
ACTG
+$15.2K

Sector Composition

1 Real Estate 54.35%
2 Financials 35.86%
3 Utilities 2.97%
4 Communication Services 1.95%
5 Industrials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$154K 0.1%
16,400
+400
27
$63K 0.04%
22,429
28
$53K 0.04%
44,900
29
$46K 0.03%
14,861
30
$40K 0.03%
13,500
+2,000
31
$36K 0.02%
24,000
-47,629