ELKHORN PARTNERS LIMITED PARTNERSHIP recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
ELKHORN PARTNERS LIMITED PARTNERSHIP ELKHORN, NE 68022
As of the latest 13F report, the guru’s equity portfolio contained 43 stocks valued at a total of $186,000,000. The top holdings were KW(52.48%), BRK.A(14.21%), and WTM(13.44%).
According to GuruFocus data, these were ELKHORN PARTNERS LIMITED PARTNERSHIP’s top five trades of the quarter.
Kennedy-Wilson Holdings Inc
ELKHORN PARTNERS LIMITED PARTNERSHIP reduced their investment in NYSE:KW by 102,000 shares. The trade had a 1.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $23.03.
On 05/11/2022, Kennedy-Wilson Holdings Inc traded for a price of $20.3 per share and a market cap of $2,797,152,000. The stock has returned 5.90% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Kennedy-Wilson Holdings Inc has a price-earnings ratio of 8.00, a price-book ratio of 1.92, a price-earnings-to-growth (PEG) ratio of 2.86, a EV-to-Ebitda ratio of 9.57 and a price-sales ratio of 5.95.
The price-to-GF Value ratio is 1.32, earning the stock a GF Value rank of 3.
Berkshire Hathaway Inc
ELKHORN PARTNERS LIMITED PARTNERSHIP reduced their investment in NYSE:BRK.B by 2,215 shares. The trade had a 0.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $323.34.
On 05/11/2022, Berkshire Hathaway Inc traded for a price of $312.53 per share and a market cap of $690,617,276,000. The stock has returned 7.57% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-earnings ratio of 8.49, a price-book ratio of 1.36, a price-earnings-to-growth (PEG) ratio of 0.28, a EV-to-Ebitda ratio of 6.51 and a price-sales ratio of 2.00.
The price-to-GF Value ratio is 1.03, earning the stock a GF Value rank of 6.
CTO Realty Growth Inc
ELKHORN PARTNERS LIMITED PARTNERSHIP reduced their investment in NYSE:CTO by 8,897 shares. The trade had a 0.31% impact on the equity portfolio. During the quarter, the stock traded for an average price of $61.87.
On 05/11/2022, CTO Realty Growth Inc traded for a price of $59.88 per share and a market cap of $361,337,000. The stock has returned 22.34% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, CTO Realty Growth Inc has a price-earnings ratio of 18.70, a price-book ratio of 0.84, a price-earnings-to-growth (PEG) ratio of 2.88, a EV-to-Ebitda ratio of 12.45 and a price-sales ratio of 4.85.
The price-to-GF Value ratio is 1.01, earning the stock a GF Value rank of 6.
Alphabet Inc
During the quarter, ELKHORN PARTNERS LIMITED PARTNERSHIP bought 100 shares of NAS:GOOG for a total holding of 1,000. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $2718.53.
On 05/11/2022, Alphabet Inc traded for a price of $2291.69 per share and a market cap of $1,505,069,987,000. The stock has returned -5.71% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 20.61, a price-book ratio of 5.92, a price-earnings-to-growth (PEG) ratio of 0.77, a EV-to-Ebitda ratio of 13.68 and a price-sales ratio of 5.69.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 9.
Bumble Inc
The guru established a new position worth 6,500 shares in NAS:BMBL, giving the stock a 0.1% weight in the equity portfolio. Shares traded for an average price of $27.7 during the quarter.
On 05/11/2022, Bumble Inc traded for a price of $19.23 per share and a market cap of $2,490,680,000. The stock has returned -66.10% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Bumble Inc has a price-earnings ratio of 13.66, a price-book ratio of 1.63, a EV-to-Ebitda ratio of -105.44 and a price-sales ratio of 3.55.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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