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Funds / Elgethun Capital Management
Institutional Fund

Elgethun Capital Management

Sioux Falls, SDCIK 16380225 filings on record

Portfolio Value
$604.62M
Q1 2026
Holdings
166
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+4.4%
from $578.91M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Berkshire Hathaway Inc Del10.5%
  • Eli Lilly & Co7.8%
  • Fairfax Finl Hldgs Ltd Sub Vtg7.0%
  • Ishares Tr5.6%
  • Ishares Inc4.2%
  • Schwab Strategic Tr3.4%
  • Other61.5%

Portfolio Holdings

166 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Berkshire Hathaway Inc Del132.2K$63.35M10.5%+276Added
2Eli Lilly & Co51.3K$47.16M7.8%+26.6KAdded
3Fairfax Finl Hldgs Ltd Sub Vtg24.8K$42.29M7.0%31Reduced
4Ishares Tr457.4K$34.01M5.6%+2.4KAdded
5Ishares Inc361.4K$25.21M4.2%1.4KReduced
6Schwab Strategic Tr539.8K$20.65M3.4%+3.0KAdded
7Citigroup Inc167.1K$18.95M3.1%7.6KReduced
8Pathward Financial Inc203.8K$18.18M3.0%+981Added
9Boston Omaha Corp1.46M$17.03M2.8%+4.2KAdded
10Schwab Strategic Tr680.0K$16.83M2.8%+22.2KAdded

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