Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Elgethun Capital Management 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Elgethun Capital Management (CIK 1638022) reported $717.8M across 174 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LLY ($72.6M, 10.11%), BRK/B ($68.0M, 9.47%), FRFHF ($41.9M, 5.83%), EFV ($36.2M, 5.04%), IEMG ($30.5M, 4.25%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1LLYELI LILLY & CO$72.6M10.11%60,510Added
2BRK/BBERKSHIRE HATHAWAY INC DEL$68.0M9.47%135,910Added
3FRFHFFAIRFAX FINANCIAL$41.9M5.83%25,417Added
4EFVISHARES TR$36.2M5.04%472,684Added
5IEMGISHARES INC$30.5M4.25%368,546Added
6FNDESCHWAB STRATEGIC TR$22.1M3.07%556,068Added
7BOCBOSTON OMAHA CORP$19.9M2.78%1.5MAdded
8SCHFSCHWAB STRATEGIC TR$19.9M2.78%719,235Added
9CASHPATHWARD FINANCIAL INC$18.3M2.55%210,540Added
10TBBKBANCORP INC DEL$17.5M2.43%278,839Added
11SCHBSCHWAB STRATEGIC TR$16.3M2.27%562,608Trimmed
12SCHWSCHWAB CHARLES CORP$14.9M2.07%161,024Added
13VTSVITESSE ENERGY INC$14.8M2.06%938,964Added
14DFHDREAM FINDERS HOMES INC$14.1M1.97%819,406Added
15LBTYKLIBERTY GLOBAL LTD$13.7M1.90%1.2MAdded
16FWONALIBERTY MEDIA CORP DEL$13.6M1.89%155,327Added
17DRVNDRIVEN BRANDS HLDGS INC$13.2M1.83%944,046Added
18CCITIGROUP INC$11.5M1.60%82,225Trimmed
19AAPADVANCE AUTO PARTS INC$11.0M1.54%177,210Added
20AMLPALPS ETF TR$10.2M1.42%196,637Added
21MSFTMICROSOFT CORP$10.2M1.42%27,304Added
22LULULULULEMON ATHLETICA INC$9.9M1.37%86,396New
23VBRVANGUARD INDEX FDS$9.7M1.35%39,970Added
24VDEVANGUARD WORLD FD$9.3M1.30%61,997Added
25BATRKATLANTA BRAVES HLDGS INC$8.8M1.23%169,818Added

Source: SEC Form 13F filings · as of 2026-06-30