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Portfolio (Quarterly) Guide ↗

ELKHORN PARTNERS LIMITED PARTNERSHIP

· CIK 0000928400
13F Portfolio $158M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FG NEXUS INC 7,000.0 $19K 0.01% NEW $2.75
42 FIG FIGMA INC CLASS A COM Technology 500.0 $19K 0.01% NEW $37.37 -39.2%
43 BIOHAVEN LTD 1,500.0 $17K 0.01% NEW $11.29
44 XOM EXXON MOBIL CORP Energy 100.0 $12K 0.01% NEW $120.34 +28.7%
45 CABO CABLE ONE INC Communication Services 100.0 $11K 0.01% NEW $112.85 -53.7%
46 FISV FISSERV INC Technology 130.0 $9K 0.01% NEW $67.17 -14.9%
47 WEN WENDYS CO Consumer Cyclical 1,000.0 $8K 0.01% NEW $8.33 -6.2%
48 KVUE KENVUE INC Consumer Defensive 300.0 $5K 0.00% NEW $17.25 +1.6%
49 OFLX OMEGA FLEX INC Industrials 100.0 $3K 0.00% NEW $29.44 +0.6%
50 CREATIVE REALITIES INC 15.0 $39.0 NEW $2.60
Page 3 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 44.1%
Financial Services 31.1%
Communication Services 10.7%
Technology 4.3%
Utilities 3.9%
Basic Materials 1.7%
Energy 1.7%
Industrials 1.3%
Healthcare 0.7%
Consumer Defensive 0.4%