Back to Elgethun Capital Management

Elgethun Capital Management

Q2 2026 13F filing

Updated 43 days ago

174 disclosed positions worth $717.8M

Portfolio value
$717.8M
Total holdings
174
New positions
9
Closed positions
1
Increased
118
Decreased
23
Turnover
5.8%
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

L
1.LLY

ELI LILLY & CO

+18.0%
Value
$72.6M
Shares
60.5K
% Port
10.11%
B

BERKSHIRE HATHAWAY INC DEL

+2.8%
Value
$68M
Shares
135.9K
% Port
9.47%
F

FAIRFAX FINANCIAL

+2.4%
Value
$41.9M
Shares
25.4K
% Port
5.83%
E

ISHARES TR

+3.3%
Value
$36.2M
Shares
472.7K
% Port
5.04%
E

ISHARES INC

+2.0%
Value
$30.5M
Shares
368.5K
% Port
4.25%
S

SCHWAB STRATEGIC TR

+3.0%
Value
$22.1M
Shares
556.1K
% Port
3.07%
B
7.BOC

BOSTON OMAHA CORP

+0.3%
Value
$19.9M
Shares
1.46M
% Port
2.78%
S

SCHWAB STRATEGIC TR

+5.8%
Value
$19.9M
Shares
719.2K
% Port
2.78%
?
9.N/A

PATHWARD FINANCIAL INC

+3.3%
Value
$18.3M
Shares
210.5K
% Port
2.55%
B
10.BCTF

BANCORP INC DEL

+24.0%
Value
$17.5M
Shares
278.8K
% Port
2.43%
S

SCHWAB STRATEGIC TR

-0.7%
Value
$16.3M
Shares
562.6K
% Port
2.27%
S

SCHWAB CHARLES CORP

+3.5%
Value
$14.9M
Shares
161.0K
% Port
2.07%
V
13.VTS

VITESSE ENERGY INC

+2217.6%
Value
$14.8M
Shares
939.0K
% Port
2.06%
?
14.N/A

DREAM FINDERS HOMES INC

+62.1%
Value
$14.1M
Shares
819.4K
% Port
1.97%
L

LIBERTY GLOBAL LTD

+44.8%
Value
$13.7M
Shares
1.24M
% Port
1.90%
F

LIBERTY MEDIA CORP DEL

+3.9%
Value
$13.6M
Shares
155.3K
% Port
1.89%
D
17.DRVN

DRIVEN BRANDS HLDGS INC

+0.2%
Value
$13.2M
Shares
944.0K
% Port
1.83%
C
18.C-PR

CITIGROUP INC

-50.8%
Value
$11.5M
Shares
82.2K
% Port
1.60%
A
19.AAP

ADVANCE AUTO PARTS INC

+3.1%
Value
$11M
Shares
177.2K
% Port
1.54%
?
20.N/A

ALPS ETF TR

+3.9%
Value
$10.2M
Shares
196.6K
% Port
1.42%
M
21.MSFT

MICROSOFT CORP

+2.1%
Value
$10.2M
Shares
27.3K
% Port
1.42%
L
22.LULU

LULULEMON ATHLETICA INC

Value
$9.9M
Shares
86.4K
% Port
1.37%
V
23.VGES

VANGUARD INDEX FDS

+6.8%
Value
$9.7M
Shares
40.0K
% Port
1.35%
V
24.VGES

VANGUARD WORLD FD

+4.4%
Value
$9.3M
Shares
62.0K
% Port
1.30%
B

ATLANTA BRAVES HLDGS INC

+3.3%
Value
$8.8M
Shares
169.8K
% Port
1.23%
C
26.CWGL

CRIMSON WINE GROUP

+11.1%
Value
$8.6M
Shares
1.96M
% Port
1.20%
A
27.ACI

ALBERTSONS COMPANIES INC

+167.3%
Value
$7.7M
Shares
571.1K
% Port
1.08%
I
28.IVZ

INVESCO EXCHANGE TRADED FD T

+14.9%
Value
$7.6M
Shares
35.7K
% Port
1.06%
O

OCCIDENTAL PETE CORP

+2.6%
Value
$7.4M
Shares
151.4K
% Port
1.02%
E
30.EPDU

ENTERPRISE PRODS PARTNERS L

+0.6%
Value
$6.9M
Shares
188.3K
% Port
0.96%
?
31.N/A

FAIRFAX INDIA

+6.9%
Value
$6.6M
Shares
363.2K
% Port
0.92%
N
32.NVDA

NVIDIA CORPORATION

+8.0%
Value
$5.8M
Shares
28.9K
% Port
0.80%
A
33.AXP

AMERICAN EXPRESS CO

-0.4%
Value
$5.7M
Shares
16.8K
% Port
0.79%
A
34.AMZN

AMAZON COM INC

+3.6%
Value
$5.4M
Shares
22.9K
% Port
0.76%
N
35.NVR

NVR INC

+9.6%
Value
$4.9M
Shares
723
% Port
0.69%
A
36.AAPL

APPLE INC

+8.0%
Value
$4.7M
Shares
16.2K
% Port
0.65%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$4.5M
Shares
6
% Port
0.63%
K
38.KR

KROGER CO

+1.8%
Value
$4.4M
Shares
79.8K
% Port
0.62%
U
39.UNH

UNITEDHEALTH GROUP INC

+0.8%
Value
$4.3M
Shares
10.5K
% Port
0.61%
E
40.ETHA

ISHARES TR

Unchanged
Value
$3.9M
Shares
35.5K
% Port
0.55%
G

ALPHABET INC

+4.8%
Value
$3.6M
Shares
10.2K
% Port
0.51%
G

ALPHABET INC

+2.7%
Value
$3.6M
Shares
10.1K
% Port
0.50%
S

SCHWAB STRATEGIC TR

Unchanged
Value
$3.6M
Shares
104.9K
% Port
0.49%
B
44.BSTZ

BLACKROCK MUN TARGET TERM TR

+0.1%
Value
$3.1M
Shares
137.3K
% Port
0.44%
S

SCHWAB STRATEGIC TR

+1.4%
Value
$2.8M
Shares
80.9K
% Port
0.39%
W
46.WMT

WALMART INC

+1.6%
Value
$2.8M
Shares
24.3K
% Port
0.38%
S

SCHWAB STRATEGIC TR

-0.5%
Value
$2.3M
Shares
77.9K
% Port
0.32%
V
48.VGES

VANGUARD INDEX FDS

+0.5%
Value
$2M
Shares
5.3K
% Port
0.27%
M
49.MRK

MERCK & CO INC

-1.2%
Value
$1.9M
Shares
14.5K
% Port
0.26%
J

JPMORGAN CHASE & CO

+4.1%
Value
$1.8M
Shares
5.6K
% Port
0.25%