Elgethun Capital Management has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $465 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $57.9M, Fairfax Financial Holdings LTD with a value of $44.8M, Msci Eafe Value ETF with a value of $24.4M, Eli Lilly & CO with a value of $19.2M, and Ishares Inc with a value of $18.7M.
Examining the 13F form we can see an increase of $46.8M in the current position value, from $418M to 465M.
Elgethun Capital Management is based out at Sioux Falls, SD
Below you can find more details about Elgethun Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$465 Million
Financial Services: $182 Million
ETFs: $134 Million
Consumer Cyclical: $34.9 Million
Healthcare: $26.2 Million
Consumer Defensive: $25.1 Million
Technology: $24.8 Million
Communication Services: $17.8 Million
Energy: $13.5 Million
Other: $6.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
