Elgethun Capital Management
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$604.6M
Holdings
166
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +4013.9% (131.9k → 5.43M shares)
10.5%
02
$LLY
ELI LILLY & CO
Q1 2026: Increased +292.6% (24.6k → 96.7k shares)
7.8%
03
$FRFHF
FAIRFAX FINANCIAL
Q1 2026: Exited (was 24.9k shares)
7.0%
04
$EFV
ISHARES TR
Q1 2026: Sold 93.2% (455.0k → 30.8k shares)
5.6%
05
$IEMG
ISHARES INC
Q1 2026: Increased +259.8% (362.8k → 1.31M shares)
4.2%
06
$FNDE
SCHWAB STRATEGIC TR
Q1 2026: Sold 80.3% (536.7k → 105.9k shares)
3.4%
07
$C
CITIGROUP INC
Q1 2026: Sold 94.6% (174.7k → 9.5k shares)
3.1%
08
$CASH
PATHWARD FINANCIAL INC
Q1 2026: Exited (was 202.8k shares)
3.0%
09
$BOC
BOSTON OMAHA CORP
Q1 2026: Exited (was 1.45M shares)
2.8%
10
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Sold 81.9% (657.8k → 119.0k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.