EP
Elkhorn Partners Portfolio holdings
AUM
$138M
This Quarter Return
+4.76%
1 Year Return
+1.6%
3 Year Return
+7.74%
5 Year Return
+48.56%
10 Year Return
+43.22%
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.38%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Kennedy-Wilson Holdings
KW
|
$60.4M |
| 2 |
White Mountains Insurance
WTM
|
$15.5M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$10.4M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$8.43M |
| 5 |
ORBT
ORBIT INTERNATIONAL CORP
ORBT
|
$3.25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 47.06% |
| 2 | Financials | 34% |
| 3 | Communication Services | 4.12% |
| 4 | Energy | 2.89% |
| 5 | Technology | 1.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Centrus Energy
LEU
$3.71B
| $6K | ﹤0.01% |
+20,000
| New | +$6K |
|