Elgethun Capital Management
CIK 1638022
13F filing for Q2 2026・No. 3,164
- Holdings
- US$717.83M
- Quarter change
- +US$113.21M
- Entries
- 174
- Net bought (estimate)
- +US$61.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 1
- Cut 23
- Added 116
- Corporate actions 0
- Unchanged 26
Largest holdings
174 stocks worth US$717.83M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LLYELI LILLY & COCOM | Added | 60,510 | US$72.58M | 10.11% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 135,910 | US$68.01M | 9.47% |
| FAIRFAX FINANCIALCOM | Added | 25,417 | US$41.86M | 5.83% |
| ISHARES TREAFE VALUE ETF | Added | 472,684 | US$36.18M | 5.04% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 368,546 | US$30.53M | 4.25% |
| SCHWAB STRATEGIC TRFUND EM EQUI ETF | Added | 556,068 | US$22.06M | 3.07% |
| BOSTON OMAHA CORPCL A COM STK | Added | 1,461,947 | US$19.94M | 2.78% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 719,235 | US$19.92M | 2.78% |
| PATHWARD FINANCIAL INCCOM | Added | 210,540 | US$18.33M | 2.55% |
| BANCORP INC DELCOM | Added | 278,839 | US$17.47M | 2.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.