Elkhorn Partners Limited Partnership Buys Cadiz Inc, ViacomCBS Inc, Nucor Corp, Sells Gilead Sciences Inc, iPath Series B S&P 500 VIX Short-Term Futures ETN, Occidental Petroleum Corp

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May 13, 2020
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Elkhorn, NE, based Investment company Elkhorn Partners Limited Partnership (Current Portfolio) buys Cadiz Inc, ViacomCBS Inc, Nucor Corp, Axalta Coating Systems, DuPont de Nemours Inc, sells Gilead Sciences Inc, iPath Series B S&P 500 VIX Short-Term Futures ETN, Occidental Petroleum Corp, Jefferies Financial Group Inc, Kinder Morgan Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Elkhorn Partners Limited Partnership. As of 2020Q1, Elkhorn Partners Limited Partnership owns 39 stocks with a total value of $120 million. These are the details of the buys and sells.

For the details of ELKHORN PARTNERS LIMITED PARTNERSHIP's stock buys and sells, go to https://www.gurufocus.com/guru/elkhorn+partners+limited+partnership/current-portfolio/portfolio

These are the top 5 holdings of ELKHORN PARTNERS LIMITED PARTNERSHIP
  1. Kennedy-Wilson Holdings Inc (KW) - 4,362,300 shares, 48.62% of the total portfolio. Shares added by 1.46%
  2. White Mountains Insurance Group Ltd (WTM) - 21,876 shares, 16.53% of the total portfolio. Shares reduced by 4.64%
  3. Berkshire Hathaway Inc (BRK.A) - 50 shares, 11.29% of the total portfolio. Shares added by 2.04%
  4. Berkshire Hathaway Inc (BRK.B) - 64,100 shares, 9.73% of the total portfolio. Shares added by 3.39%
  5. Cadiz Inc (CDZI) - 319,149 shares, 3.09% of the total portfolio. Shares added by 21.81%
Added: Cadiz Inc (CDZI)

Elkhorn Partners Limited Partnership added to a holding in Cadiz Inc by 21.81%. The purchase prices were between $8.76 and $11.67, with an estimated average price of $9.75. The stock is now traded at around $10.36. The impact to a portfolio due to this purchase was 0.55%. The holding were 319,149 shares as of .

Added: ViacomCBS Inc (VIAC)

Elkhorn Partners Limited Partnership added to a holding in ViacomCBS Inc by 227.54%. The purchase prices were between $11.28 and $42.13, with an estimated average price of $29.13. The stock is now traded at around $16.79. The impact to a portfolio due to this purchase was 0.12%. The holding were 14,700 shares as of .

Added: Nucor Corp (NUE)

Elkhorn Partners Limited Partnership added to a holding in Nucor Corp by 68.37%. The purchase prices were between $28.42 and $56.28, with an estimated average price of $44.77. The stock is now traded at around $37.31. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,250 shares as of .

Added: Axalta Coating Systems Ltd (AXTA)

Elkhorn Partners Limited Partnership added to a holding in Axalta Coating Systems Ltd by 585.71%. The purchase prices were between $13.67 and $31.22, with an estimated average price of $25.8. The stock is now traded at around $18.81. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,800 shares as of .

Added: DuPont de Nemours Inc (DD)

Elkhorn Partners Limited Partnership added to a holding in DuPont de Nemours Inc by 22.35%. The purchase prices were between $28.46 and $64.2, with an estimated average price of $49.25. The stock is now traded at around $43.84. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,400 shares as of .

Added: BlackBerry Ltd (BB)

Elkhorn Partners Limited Partnership added to a holding in BlackBerry Ltd by 21.31%. The purchase prices were between $2.9 and $6.82, with an estimated average price of $5.48. The stock is now traded at around $4.43. The impact to a portfolio due to this purchase was 0.04%. The holding were 74,000 shares as of .

Sold Out: McDermott International Inc (MDRIQ)

Elkhorn Partners Limited Partnership sold out a holding in McDermott International Inc. The sale prices were between $0.02 and $0.93, with an estimated average price of $0.22.

Reduced: Gilead Sciences Inc (GILD)

Elkhorn Partners Limited Partnership reduced to a holding in Gilead Sciences Inc by 96.79%. The sale prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $77.77. The impact to a portfolio due to this sale was -0.15%. Elkhorn Partners Limited Partnership still held 125 shares as of .

Reduced: iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX)

Elkhorn Partners Limited Partnership reduced to a holding in iPath Series B S&P 500 VIX Short-Term Futures ETN by 85.12%. The sale prices were between $13.29 and $69, with an estimated average price of $24.34. The stock is now traded at around $39.26. The impact to a portfolio due to this sale was -0.13%. Elkhorn Partners Limited Partnership still held 2,500 shares as of .

Reduced: Occidental Petroleum Corp (OXY)

Elkhorn Partners Limited Partnership reduced to a holding in Occidental Petroleum Corp by 51.55%. The sale prices were between $9.69 and $47.26, with an estimated average price of $33.31. The stock is now traded at around $13.46. The impact to a portfolio due to this sale was -0.12%. Elkhorn Partners Limited Partnership still held 4,700 shares as of .

Reduced: Jefferies Financial Group Inc (JEF)

Elkhorn Partners Limited Partnership reduced to a holding in Jefferies Financial Group Inc by 45.96%. The sale prices were between $12.25 and $23.72, with an estimated average price of $20.08. The stock is now traded at around $12.26. The impact to a portfolio due to this sale was -0.11%. Elkhorn Partners Limited Partnership still held 10,700 shares as of .

Reduced: Kinder Morgan Inc (KMI)

Elkhorn Partners Limited Partnership reduced to a holding in Kinder Morgan Inc by 85.48%. The sale prices were between $9.98 and $22.24, with an estimated average price of $19.15. The stock is now traded at around $14.73. The impact to a portfolio due to this sale was -0.07%. Elkhorn Partners Limited Partnership still held 900 shares as of .

Reduced: ProShares Short Dow30 (DOG)

Elkhorn Partners Limited Partnership reduced to a holding in ProShares Short Dow30 by 22.96%. The sale prices were between $47.52 and $70.37, with an estimated average price of $52.71. The stock is now traded at around $53.98. The impact to a portfolio due to this sale was -0.06%. Elkhorn Partners Limited Partnership still held 7,750 shares as of .



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