Elgethun Capital Management

13F filer · CIK 0001638022

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$718MU.S. long equity reported on 13F

Positions1347 new · 1 closed

Net flow last quarter+$54.9MBuys minus sells

Top 10 positions weight41.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026134 positions
LLYELI LILLY & Co	$72.6M	10.11%	0.01%	+18.0%	Q4 2016
BRK.BBerkshire Hathaway Inc	$68M	9.47%	Not reported	+2.8%	Q4 2016
FRFHFFairfax Financial Holdings Ltd/ Can	$41.9M	5.83%	0.10%	+2.4%	Q1 2023
BOCBOSTON OMAHA Corp	$19.9M	2.78%	4.83%	+0.3%	Q4 2019
CASHPathward Financial, Inc.	$18.3M	2.55%	1.00%	+3.3%	Q4 2016
TBBKBancorp, Inc.	$17.5M	2.43%	0.68%	+24.0%	Q1 2020
SCHWSchwab Charles Corp	$14.9M	2.07%	0.01%	+3.5%	Q4 2018
VTSVitesse Energy, Inc.	$14.8M	2.06%	2.25%	+2217.6%	Q1 2023
DFHDream Finders Homes, Inc.	$14.1M	1.97%	Not reported	+62.1%	Q4 2021
LBTYKLiberty Global Ltd.	$13.7M	1.90%	Not reported	+44.8%	Q4 2020
FWONALiberty Media Corp	$13.6M	1.89%	Not reported	+3.9%	Q3 2023
DRVNDriven Brands Holdings Inc.	$13.2M	1.83%	0.57%	+0.2%	Q3 2025
CCitigroup Inc	$11.5M	1.60%	0.00%	-50.8%	Q4 2016
AAPAdvance Auto Parts Inc	$11M	1.54%	0.29%	+3.1%	Q2 2025
MSFTMicrosoft Corp	$10.2M	1.42%	0.00%	+2.1%	Q4 2016
LULUlululemon athletica inc.	$9.86M	1.37%	0.08%	Not reported	Q4 2016
BATRKAtlanta Braves Holdings, Inc.	$8.81M	1.23%	Not reported	+3.3%	Q3 2023
CWGLCrimson Wine Group, Ltd	$8.64M	1.20%	9.51%	+11.1%	Q3 2018
ACIAlbertsons Companies, Inc.	$7.73M	1.08%	0.12%	+167.4%	Q1 2023
OXYOccidental Petroleum Corp	$7.63M	1.06%	0.02%	+2.4%	Q4 2016
EPDEnterprise Products Partners L.P.	$6.92M	0.96%	0.01%	+0.6%	Q4 2016
NVDANvidia Corp	$5.78M	0.80%	0.00%	+8.0%	Q4 2016
AXPAmerican Express Co	$5.69M	0.79%	0.00%	-0.4%	Q4 2016
AMZNAmazon Com Inc	$5.45M	0.76%	0.00%	+3.6%	Q4 2016
NVRNVR Inc	$4.93M	0.69%	0.03%	+9.6%	Q4 2018
AAPLApple Inc.	$4.68M	0.65%	0.00%	+8.0%	Q4 2016
BRK.ABerkshire Hathaway Inc	$4.49M	0.63%	Not reported	Not reported	Q4 2024
KRKroger Co	$4.43M	0.62%	0.01%	+1.8%	Q2 2021
UNHUnitedhealth Group Inc	$4.35M	0.61%	0.00%	+0.8%	Q4 2016
GOOGLAlphabet Inc.	$3.65M	0.51%	0.00%	+4.8%	Q4 2016
GOOGAlphabet Inc.	$3.59M	0.50%	Not reported	+2.7%	Q4 2016
BTTBlackRock Municipal 2030 Target Term Trust	$3.12M	0.44%	Not reported	+0.1%	Q3 2024
WMTWalmart Inc.	$2.76M	0.38%	0.00%	+1.6%	Q4 2016
MRKMerck & Co., Inc.	$1.86M	0.26%	0.00%	-1.2%	Q4 2016
JPMJPMorgan Chase & Co	$1.82M	0.25%	0.00%	+4.1%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.78M	0.25%	0.00%	+0.4%	Q4 2022
WRBBerkley W R Corp	$1.7M	0.24%	0.01%	Not reported	Q4 2016
CSXCSX Corp	$1.66M	0.23%	0.00%	+0.6%	Q4 2016
BWBBridgewater Bancshares Inc	$1.63M	0.23%	0.28%	-2.4%	Q2 2020
KMXCarmax Inc	$1.62M	0.23%	0.02%	+54.0%	Q2 2022
AVGOBroadcom Inc.	$1.6M	0.22%	0.00%	+9.2%	Q4 2016
ABBVAbbVie Inc.	$1.59M	0.22%	0.00%	+2.3%	Q4 2016
UPSUnited Parcel Service Inc	$1.58M	0.22%	0.00%	+65.8%	Q4 2016
STLAStellantis N.V.	$1.52M	0.21%	0.01%	-10.6%	Q1 2021
CATCaterpillar Inc	$1.49M	0.21%	0.00%	+2.6%	Q4 2016
VVisa Inc.	$1.42M	0.20%	0.00%	+3.2%	Q4 2016
JNJJohnson & Johnson	$1.41M	0.20%	0.00%	+3.4%	Q4 2016
HDHome Depot, Inc.	$1.26M	0.18%	0.00%	+1.8%	Q4 2016
SPCXSpace Exploration Technologies Corp	$1.18M	0.16%	Not reported	New	Q2 2026
ARCCAres Capital Corp	$1.16M	0.16%	0.01%	New	Q2 2026

Q1 2026Reported May 14, 2026128 positions
BRK.BBerkshire Hathaway Inc	$63.4M	10.48%	Not reported	+0.2%	Q4 2016
LLYELI LILLY & Co	$47.2M	7.80%	0.01%	+108.1%	Q4 2016
FRFHFFairfax Financial Holdings Ltd/ Can	$42.3M	6.99%	0.09%	-0.1%	Q1 2023
CCitigroup Inc	$19M	3.13%	0.01%	-4.4%	Q4 2016
CASHPathward Financial, Inc.	$18.2M	3.01%	0.94%	+0.5%	Q4 2016
BOCBOSTON OMAHA Corp	$17M	2.82%	4.82%	+0.3%	Q4 2019
SCHWSchwab Charles Corp	$14.6M	2.42%	0.01%	-3.0%	Q4 2018
TBBKBancorp, Inc.	$12.1M	2.00%	0.54%	+2.1%	Q1 2020
DRVNDriven Brands Holdings Inc.	$11.9M	1.97%	0.57%	+76.9%	Q3 2025
FWONALiberty Media Corp	$11.7M	1.93%	Not reported	+1.3%	Q3 2023
LBTYKLiberty Global Ltd.	$10.1M	1.66%	Not reported	+3.4%	Q4 2020
OXYOccidental Petroleum Corp	$10M	1.66%	0.02%	+1.3%	Q4 2016
MSFTMicrosoft Corp	$9.9M	1.64%	0.00%	+13.0%	Q4 2016
AAPAdvance Auto Parts Inc	$9.07M	1.50%	0.29%	+1.0%	Q2 2025
CWGLCrimson Wine Group, Ltd	$7.77M	1.28%	8.56%	+6.2%	Q3 2018
EPDEnterprise Products Partners L.P.	$7.08M	1.17%	0.01%	+1.5%	Q4 2016
DFHDream Finders Homes, Inc.	$7.03M	1.16%	Not reported	+2.1%	Q4 2021
BATRKAtlanta Braves Holdings, Inc.	$7.02M	1.16%	Not reported	+2.5%	Q3 2023
KRKroger Co	$5.67M	0.94%	0.01%	-1.2%	Q2 2021
AXPAmerican Express Co	$5.1M	0.84%	0.00%	-1.0%	Q4 2016
NVDANvidia Corp	$4.66M	0.77%	0.00%	-1.4%	Q4 2016
AMZNAmazon Com Inc	$4.6M	0.76%	0.00%	+0.6%	Q4 2016
NVRNVR Inc	$4.35M	0.72%	0.02%	+3.1%	Q4 2018
BRK.ABerkshire Hathaway Inc	$4.31M	0.71%	Not reported	+100.0%	Q4 2024
AAPLApple Inc.	$3.8M	0.63%	0.00%	0.0%	Q4 2016
ACIAlbertsons Companies, Inc.	$3.64M	0.60%	0.04%	+0.8%	Q1 2023
BTTBlackRock Municipal 2030 Target Term Trust	$3.11M	0.51%	Not reported	+0.1%	Q3 2024
WMTWalmart Inc.	$2.98M	0.49%	0.00%	-0.3%	Q4 2016
GOOGAlphabet Inc.	$2.84M	0.47%	Not reported	0.0%	Q4 2016
UNHUnitedhealth Group Inc	$2.81M	0.46%	0.00%	-3.1%	Q4 2016
GOOGLAlphabet Inc.	$2.8M	0.46%	0.00%	0.0%	Q4 2016
STLAStellantis N.V.	$2.1M	0.35%	0.01%	-7.2%	Q1 2021
MRKMerck & Co., Inc.	$1.77M	0.29%	0.00%	+23.3%	Q4 2016
WRBBerkley W R Corp	$1.6M	0.26%	0.01%	0.0%	Q4 2016
JPMJPMorgan Chase & Co	$1.57M	0.26%	0.00%	0.0%	Q4 2016
CSXCSX Corp	$1.42M	0.24%	0.00%	+182.0%	Q4 2016
BWBBridgewater Bancshares Inc	$1.4M	0.23%	0.28%	0.0%	Q2 2020
ABBVAbbVie Inc.	$1.34M	0.22%	0.00%	-2.2%	Q4 2016
XOMExxonMobil Holdings Corp	$1.32M	0.22%	0.00%	-3.0%	Q4 2016
JNJJohnson & Johnson	$1.32M	0.22%	0.00%	+30.8%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.26M	0.21%	0.00%	Not reported	Q4 2022
VVisa Inc.	$1.21M	0.20%	0.00%	Not reported	Q4 2016
AVGOBroadcom Inc.	$1.2M	0.20%	0.00%	+0.1%	Q4 2016
CVXChevron Corp	$1.2M	0.20%	0.00%	+16.6%	Q4 2016
HDHome Depot, Inc.	$1.15M	0.19%	0.00%	+6.2%	Q4 2016
MCDMcdonalds Corp	$1.08M	0.18%	0.00%	+0.3%	Q4 2016
MMM3m Co	$1.01M	0.17%	0.00%	+0.1%	Q4 2016
CATCaterpillar Inc	$964K	0.16%	0.00%	+22.2%	Q4 2016
PMPhilip Morris International Inc.	$942K	0.16%	0.00%	+22.7%	Q4 2016
BBYBest Buy Co Inc	$881K	0.15%	0.01%	New	Q1 2026

Q4 2025Reported Feb 10, 2026125 positions
BRK.BBerkshire Hathaway Inc	$66.3M	11.45%	Not reported	+1.4%	Q4 2016
FRFHFFairfax Financial Holdings Ltd/ Can	$47.4M	8.19%	0.09%	+1.1%	Q1 2023
LLYELI LILLY & Co	$26.5M	4.57%	0.00%	0.0%	Q4 2016
CCitigroup Inc	$20.4M	3.52%	0.01%	+1.1%	Q4 2016
BOCBOSTON OMAHA Corp	$18M	3.11%	4.81%	+1.9%	Q4 2019
SCHWSchwab Charles Corp	$16M	2.77%	0.01%	+0.6%	Q4 2018
TBBKBancorp, Inc.	$14.9M	2.57%	0.52%	+0.4%	Q1 2020
CASHPathward Financial, Inc.	$14.4M	2.49%	0.91%	+2.8%	Q4 2016
FWONALiberty Media Corp	$13.2M	2.28%	Not reported	+1.9%	Q3 2023
MSFTMicrosoft Corp	$11.4M	1.98%	0.00%	-1.9%	Q4 2016
LBTYKLiberty Global Ltd.	$9.16M	1.58%	Not reported	+1.4%	Q4 2020
DFHDream Finders Homes, Inc.	$8.47M	1.46%	Not reported	+8.2%	Q4 2021
CWGLCrimson Wine Group, Ltd	$8.12M	1.40%	8.05%	+2.2%	Q3 2018
DRVNDriven Brands Holdings Inc.	$7.89M	1.36%	0.32%	+3.6%	Q3 2025
AAPAdvance Auto Parts Inc	$6.69M	1.16%	0.28%	+1.1%	Q2 2025
BATRKAtlanta Braves Holdings, Inc.	$6.32M	1.09%	Not reported	+8.2%	Q3 2023
AXPAmerican Express Co	$6.3M	1.09%	0.00%	-1.0%	Q4 2016
OXYOccidental Petroleum Corp	$6.19M	1.07%	0.02%	+17.1%	Q4 2016
EPDEnterprise Products Partners L.P.	$5.91M	1.02%	0.01%	+6.2%	Q4 2016
INTCIntel Corp	$5.09M	0.88%	0.00%	+0.9%	Q4 2016
AMZNAmazon Com Inc	$5.07M	0.87%	0.00%	-2.4%	Q4 2016
NVDANvidia Corp	$5.06M	0.87%	0.00%	+312.4%	Q4 2016
KRKroger Co	$4.96M	0.86%	0.01%	+2.5%	Q2 2021
NVRNVR Inc	$4.67M	0.81%	0.02%	+5.6%	Q4 2018
AAPLApple Inc.	$4.07M	0.70%	0.00%	-3.5%	Q4 2016
ACIAlbertsons Companies, Inc.	$3.64M	0.63%	0.04%	+13.2%	Q1 2023
UNHUnitedhealth Group Inc	$3.53M	0.61%	0.00%	+1.4%	Q4 2016
STLAStellantis N.V.	$3.47M	0.60%	0.01%	+1.7%	Q1 2021
BTTBlackRock Municipal 2030 Target Term Trust	$3.13M	0.54%	Not reported	+3.5%	Q3 2024
GOOGAlphabet Inc.	$3.1M	0.54%	Not reported	+16.7%	Q4 2016
GOOGLAlphabet Inc.	$3.05M	0.53%	0.00%	+7.6%	Q4 2016
WMTWalmart Inc.	$2.68M	0.46%	0.00%	+2.5%	Q4 2016
BRK.ABerkshire Hathaway Inc	$2.26M	0.39%	Not reported	+200.0%	Q4 2024
JPMJPMorgan Chase & Co	$1.72M	0.30%	0.00%	+4.8%	Q4 2016
WRBBerkley W R Corp	$1.69M	0.29%	0.01%	0.0%	Q4 2016
ABBVAbbVie Inc.	$1.44M	0.25%	0.00%	+2.4%	Q4 2016
VVisa Inc.	$1.41M	0.24%	0.00%	+1.6%	Q4 2016
BWBBridgewater Bancshares Inc	$1.39M	0.24%	0.29%	-0.1%	Q2 2020
AVGOBroadcom Inc.	$1.34M	0.23%	0.00%	Not reported	Q4 2016
MRKMerck & Co., Inc.	$1.25M	0.22%	0.00%	+0.3%	Q4 2016
HDHome Depot, Inc.	$1.14M	0.20%	0.00%	+1.6%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.13M	0.20%	0.00%	-0.9%	Q4 2022
MMM3m Co	$1.11M	0.19%	0.00%	+0.1%	Q4 2016
MCDMcdonalds Corp	$1.06M	0.18%	0.00%	+1.9%	Q4 2016
ORCLOracle Corp	$1M	0.17%	0.00%	+70.7%	Q4 2016
XOMExxonMobil Holdings Corp	$966K	0.17%	0.00%	+2.7%	Q4 2016
VSTVistra Corp.	$909K	0.16%	0.00%	Not reported	Q3 2025
JNJJohnson & Johnson	$851K	0.15%	0.00%	-1.2%	Q4 2016
CVXChevron Corp	$756K	0.13%	0.00%	+0.7%	Q4 2016
PMPhilip Morris International Inc.	$745K	0.13%	0.00%	+0.2%	Q4 2016

Q3 2025Reported Nov 13, 2025120 positions
BRK.BBerkshire Hathaway Inc	$64.7M	11.76%	Not reported	+9.1%	Q4 2016
FRFHFFairfax Financial Holdings Ltd/ Can	$43.2M	7.84%	0.09%	-0.8%	Q1 2023
LLYELI LILLY & Co	$19.6M	3.55%	0.00%	0.0%	Q4 2016
BOCBOSTON OMAHA Corp	$18.6M	3.38%	4.72%	+36.1%	Q4 2019
CCitigroup Inc	$17.2M	3.13%	0.01%	0.0%	Q4 2016
TBBKBancorp, Inc.	$16.2M	2.94%	0.49%	-1.1%	Q1 2020
SCHWSchwab Charles Corp	$14.9M	2.70%	0.01%	-0.8%	Q4 2018
CASHPathward Financial, Inc.	$14.5M	2.63%	0.87%	+12.6%	Q4 2016
FWONALiberty Media Corp	$13.7M	2.49%	Not reported	+0.5%	Q3 2023
MSFTMicrosoft Corp	$12.4M	2.25%	0.00%	-1.2%	Q4 2016
DFHDream Finders Homes, Inc.	$11.8M	2.14%	Not reported	+0.8%	Q4 2021
AAPAdvance Auto Parts Inc	$10.2M	1.86%	0.28%	+0.7%	Q2 2025
LBTYKLiberty Global Ltd.	$9.73M	1.77%	Not reported	-2.9%	Q4 2020
CWGLCrimson Wine Group, Ltd	$8.41M	1.53%	7.88%	+4.3%	Q3 2018
DRVNDriven Brands Holdings Inc.	$8.14M	1.48%	0.31%	New	Q3 2025
OXYOccidental Petroleum Corp	$6.32M	1.15%	0.01%	+3.1%	Q4 2016
BATRKAtlanta Braves Holdings, Inc.	$6.09M	1.11%	Not reported	+1.9%	Q3 2023
AXPAmerican Express Co	$5.76M	1.05%	0.00%	+0.5%	Q4 2016
EPDEnterprise Products Partners L.P.	$5.4M	0.98%	0.01%	+0.7%	Q4 2016
KRKroger Co	$5.1M	0.93%	0.01%	-2.7%	Q2 2021
AMZNAmazon Com Inc	$4.95M	0.90%	0.00%	+29.0%	Q4 2016
NVRNVR Inc	$4.91M	0.89%	0.02%	+4.5%	Q4 2018
INTCIntel Corp	$4.66M	0.85%	0.00%	+3.2%	Q4 2016
AAPLApple Inc.	$3.99M	0.72%	0.00%	-1.5%	Q4 2016
UNHUnitedhealth Group Inc	$3.67M	0.67%	0.00%	-1.3%	Q4 2016
ACIAlbertsons Companies, Inc.	$3.23M	0.59%	0.03%	-7.2%	Q1 2023
BTTBlackRock Municipal 2030 Target Term Trust	$2.99M	0.54%	Not reported	+0.1%	Q3 2024
STLAStellantis N.V.	$2.96M	0.54%	0.01%	-8.6%	Q1 2021
WMTWalmart Inc.	$2.37M	0.43%	0.00%	+0.4%	Q4 2016
GOOGLAlphabet Inc.	$2.17M	0.39%	0.00%	Not reported	Q4 2016
GOOGAlphabet Inc.	$2.04M	0.37%	Not reported	+2.4%	Q4 2016
WRBBerkley W R Corp	$1.82M	0.33%	0.01%	0.0%	Q4 2016
JPMJPMorgan Chase & Co	$1.59M	0.29%	0.00%	+4.0%	Q4 2016
ABBVAbbVie Inc.	$1.46M	0.27%	0.00%	-1.0%	Q4 2016
BWBBridgewater Bancshares Inc	$1.38M	0.25%	0.29%	-3.6%	Q2 2020
VVisa Inc.	$1.37M	0.25%	0.00%	0.0%	Q4 2016
HDHome Depot, Inc.	$1.3M	0.24%	0.00%	-1.3%	Q4 2016
AVGOBroadcom Inc.	$1.27M	0.23%	0.00%	Not reported	Q4 2016
NVDANvidia Corp	$1.22M	0.22%	0.00%	+17.9%	Q4 2016
VSTVistra Corp.	$1.1M	0.20%	0.00%	New	Q3 2025
MMM3m Co	$1.08M	0.20%	0.00%	-2.9%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.07M	0.19%	0.00%	-1.9%	Q4 2022
MRKMerck & Co., Inc.	$1.03M	0.19%	0.00%	-0.9%	Q4 2016
MCDMcdonalds Corp	$1.03M	0.19%	0.00%	+0.4%	Q4 2016
XOMExxonMobil Holdings Corp	$875K	0.16%	0.00%	-0.4%	Q4 2016
ORCLOracle Corp	$843K	0.15%	0.00%	Not reported	Q4 2016
NOWServiceNow, Inc.	$772K	0.14%	0.00%	Not reported	Q3 2022
JNJJohnson & Johnson	$770K	0.14%	0.00%	+2.5%	Q4 2016
PEPPepsico Inc	$768K	0.14%	0.00%	-14.3%	Q4 2016
CVXChevron Corp	$758K	0.14%	0.00%	-12.0%	Q4 2016

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