Elgethun Capital Management — 13F holdings

Elgethun Capital Management reported 174 holdings worth $718M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. LLY ELI LILLY & CO — $72.6M (10.1%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $68.0M (9.5%)
3. FRFHF FAIRFAX FINL HLDGS LTD SUB VTG — $41.9M (5.8%)
4. EFV ISHARES TR — $36.2M (5.0%)
5. IEMG ISHARES INC — $30.5M (4.3%)
6. FNDE SCHWAB STRATEGIC TR — $22.1M (3.1%)
7. BOC BOSTON OMAHA CORP — $19.9M (2.8%)
8. SCHF SCHWAB STRATEGIC TR — $19.9M (2.8%)
9. CASH PATHWARD FINANCIAL INC — $18.3M (2.6%)
10. TBBK BANCORP INC DEL — $17.5M (2.4%)