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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Elgethun Capital Management

Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001420506-25-003199

Total Value
$550.6M
Positions
156
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (156)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A130,075$64.7M11.76%
2FAIRFAX FINANCIALFRFFF24,589$43.2M7.84%
3ISHARES TR464288877422,080$28.8M5.23%
4ISHARES INC46434G103354,216$23.5M4.27%
5ELI LILLY & COLLY24,639$19.6M3.55%
6BOSTON OMAHA CORPBOC1,426,608$18.6M3.38%
7SCHWAB STRATEGIC TR808524730489,738$17.8M3.23%
8CITIGROUP INCC-PR172,905$17.2M3.13%
9SCHWAB STRATEGIC TR808524102639,607$16.4M2.98%
10BANCORP INC DELTBBK219,201$16.2M2.94%
11SCHWAB CHARLES CORPSCHW-PJ159,373$14.9M2.70%
12PATHWARD FINANCIAL INCCASH197,231$14.5M2.63%
13SCHWAB STRATEGIC TR808524805599,083$14.0M2.55%
14LIBERTY MEDIA CORP DELFWONB144,719$13.7M2.49%
15MICROSOFT CORPMSFT24,122$12.4M2.25%
16DREAM FINDERS HOMES INCDFH457,587$11.8M2.14%
17ADVANCE AUTO PARTS INCAAP168,376$10.2M1.86%
18LIBERTY GLOBAL LTDLBTYK818,968$9.7M1.77%
19CRIMSON WINE GROUPCWGL1,622,317$8.4M1.53%
20ALPS ETF TR00162Q452177,694$8.3M1.52%
21DRIVEN BRANDS HLDGS INCDRVN513,979$8.1M1.48%
22VANGUARD INDEX FDS92290861134,004$7.1M1.29%
23VANGUARD WORLD FD92204A30653,030$6.7M1.21%
24OCCIDENTAL PETE CORP674599105133,308$6.3M1.15%
25ATLANTA BRAVES HLDGS INCBATRB148,249$6.1M1.11%
26AMERICAN EXPRESS COAXP17,202$5.8M1.05%
27FAIRFAX INDIA303897102317,444$5.5M1.01%
28INVESCO EXCHANGE TRADED FD TIVZ28,652$5.4M0.99%
29ENTERPRISE PRODS PARTNERS L293792107173,566$5.4M0.98%
30KROGER COKR77,485$5.1M0.93%
31AMAZON COM INCAMZN22,487$5.0M0.90%
32NVR INCNVR606$4.9M0.89%
33INTEL CORPINTC136,682$4.7M0.85%
34APPLE INCAAPL15,519$4.0M0.72%
35UNITEDHEALTH GROUP INCUNH10,549$3.7M0.67%
36ISHARES TR46428749935,515$3.4M0.62%
37SCHWAB STRATEGIC TR808524300105,073$3.4M0.61%
38ALBERTSONS COS INC013091103187,104$3.2M0.59%
39BLACKROCK MUN TARGET TERM TRBLK132,416$3.0M0.54%
40STELLANTIS N.VSTLA313,295$3.0M0.54%
41WALMART INCWMT23,438$2.4M0.43%
42SCHWAB STRATEGIC TR80852420185,199$2.2M0.41%
43SCHWAB STRATEGIC TR80852440975,534$2.2M0.40%
44ALPHABET INCGOOG9,052$2.2M0.39%
45ALPHABET INCGOOG8,469$2.0M0.37%
46BERKLEY W R CORPWRB-PH24,067$1.8M0.33%
47JPMORGAN CHASE & CO.VYLD5,098$1.6M0.29%
48VANGUARD INTL EQUITY INDEX F92204285827,643$1.5M0.27%
49ABBVIE INCABBV6,156$1.5M0.27%
50BRIDGEWATER BANCSHARES INCBWBBP79,300$1.4M0.25%
51VISA INCV3,953$1.4M0.25%
52HOME DEPOT INCHD3,250$1.3M0.24%
53BROADCOM INCAVGO3,880$1.3M0.23%
54NVIDIA CORPORATIONNVDA6,573$1.2M0.22%
55VISTRA CORPVST5,633$1.1M0.20%
563M COMMM6,908$1.1M0.20%
57TAIWAN SEMICONDUCTOR MFG LTD8740391003,749$1.1M0.19%
58SPDR SERIES TRUST78468R85322,591$1.0M0.19%
59MERCK & CO INCMRK11,866$1.0M0.19%
60MCDONALDS CORPMCD3,413$1.0M0.19%
61ISHARES TR4642876554,129$999,1230.18%
62ISHARES TR4642872001,387$927,7600.17%
63EXXON MOBIL CORPXOM7,812$874,8650.16%
64ISHARES TR4642874659,137$859,1950.16%
65ISHARES TR46432F8429,740$855,4430.16%
66ORACLE CORPORCL-PD3,012$842,8820.15%
67SERVICENOW INCNOW830$772,2490.14%
68VANGUARD INDEX FDS9229087692,350$770,7060.14%
69JOHNSON & JOHNSONJNJ4,163$769,6850.14%
70PEPSICO INCPEP5,441$768,3350.14%
71CHEVRON CORP NEWCVX4,929$757,5920.14%
72PHILIP MORRIS INTL INC7181721094,634$755,3750.14%
73VANGUARD TAX-MANAGED FDS92194385812,497$753,6940.14%
74BERKSHIRE HATHAWAY INC DELBRK-A1$746,0650.14%
75COCA COLA COKO11,140$742,6620.13%
76ISHARES TR4642876482,075$664,3320.12%
77UNITED RENTALS INCURI683$662,4450.12%
78SELECT SECTOR SPDR TR81369Y60512,154$652,0020.12%
79MARATHON PETE CORPMARA3,168$611,5830.11%
80VANGUARD INDEX FDS922908363943$577,2160.10%
81VANGUARD WHITEHALL FDS9219464063,700$520,5870.09%
82BOOKING HOLDINGS INCBKNG97$516,9620.09%
83DANAHER CORPORATION2358511022,432$498,4840.09%
84CATERPILLAR INCCAT1,038$496,2010.09%
85ISHARES TR4642882407,500$490,9130.09%
86S&P GLOBAL INCSPGI983$479,4610.09%
87GREEN BRICK PARTNERS INCGRBK-PA6,355$471,7630.09%
88MARKEL GROUP INCMKL249$471,2370.09%
89BP PLCBPPFF12,603$437,2550.08%
90PROCTER AND GAMBLE CO7427181092,868$436,4700.08%
91MASTERCARD INCORPORATEDMA756$434,3320.08%
92CSX CORPCSX12,310$426,7320.08%
93SPDR S&P 500 ETF TRSPY611$406,6720.07%
94VANGUARD MUN BD FDS9229077468,011$400,4860.07%
95ABBOTT LABSABLZF2,888$377,6860.07%
96RTX CORPORATIONRTX2,255$374,9970.07%
97TARGET CORPTGT4,269$374,4390.07%
98HONEYWELL INTL INC4385161061,751$368,8130.07%
99ACCENTURE PLC IRELANDACN1,512$368,2020.07%
100COSTCO WHSL CORP NEW22160K105400$365,9040.07%
101GREIF INCGEF-B5,716$354,2280.06%
102INTERNATIONAL BUSINESS MACHSINTR1,242$350,5050.06%
103INTUITINTU506$346,2930.06%
104CHUBB LIMITEDCB1,219$345,1230.06%
105DEERE & CODE757$342,6720.06%
106BANK AMERICA CORP0605051046,659$339,8240.06%
107ISHARES INC46428631910,925$323,8170.06%
108SCHWAB STRATEGIC TR8085247557,289$315,5600.06%
109NEWMONT CORPNEMCL3,629$311,9840.06%
110UNION PAC CORPUNP1,320$310,3500.06%
111ISHARES TR4642878042,603$309,0670.06%
112CASEYS GEN STORES INC147528103539$305,7950.06%
113ILLINOIS TOOL WKS INC4523081091,157$301,1750.05%
114D R HORTON INC23331A1091,751$298,9660.05%
115INTERCONTINENTAL EXCHANGE IN45866F1041,784$294,2060.05%
116LOCKHEED MARTIN CORPLMT560$280,6420.05%
117WISDOMTREE TRWT5,905$271,8320.05%
118NORTHROP GRUMMAN CORPNOC449$271,3820.05%
119EATON CORP PLCETN725$270,7840.05%
120VANGUARD BD INDEX FDS9219378273,310$260,7410.05%
121INVESCO QQQ TRIVZ428$257,0210.05%
122TRAVELERS COMPANIES INCTRV910$253,6960.05%
123LOWES COS INC5486611071,004$249,4680.05%
124NEXTERA ENERGY INCNEE-PW3,094$238,2660.04%
125SALESFORCE INCCRM961$230,9150.04%
126MONSTER BEVERAGE CORP NEWMNST3,360$226,0610.04%
127EVERUS CONSTR GROUPEVEX-WT2,682$226,0520.04%
128SPDR GOLD TRGLD615$219,1250.04%
129VITESSE ENERGY INCVTS9,310$214,5360.04%
130ISHARES TR46435G4095,970$213,3080.04%
131GOLD FIELDS LTDGFIOF5,000$211,9500.04%
132ADVANCED MICRO DEVICES INCAMD1,288$209,5680.04%
133UNITED PARCEL SERVICE INCUPS2,404$200,8550.04%
134MDU RES GROUP INC55269010910,881$193,5690.04%
135APPLIED MATLS INC038222105918$192,5960.03%
136ECOLAB INCECL707$191,7660.03%
137SCHWAB STRATEGIC TR8085246076,460$180,3300.03%
138SYSCO CORPSYY2,143$176,9680.03%
139ISHARES TR4642887521,644$176,6970.03%
140SHELL PLCRYDAF2,426$175,7270.03%
141KNIFE RIVER CORPKNF2,337$172,8910.03%
142LPL FINL HLDGS INC50212V100493$161,1760.03%
143GENERAL MTRS CO37045V1002,646$160,9030.03%
144WERNER ENTERPRISES INCWERN6,204$159,8260.03%
145TEXAS INSTRS INC882508104844$154,3690.03%
146AMERICAN TOWER CORP NEW03027X100760$146,0850.03%
147NIKE INCNKE2,002$144,6240.03%
148HERSHEY COHSY707$131,0880.02%
149VANGUARD BD INDEX FDS9219378351,688$125,3680.02%
150QUALCOMM INCQCOM693$115,0380.02%
151NEW GOLD INC CDA64453510615,000$109,2750.02%
152MONDELEZ INTL INC6092071051,696$106,0530.02%
153ISHARES TR4642875071,602$104,6680.02%
154STARBUCKS CORPSBUX1,114$94,3990.02%
155SUMMIT HOTEL PPTYS INC86608210012,466$67,9210.01%
156LINEAGE CELL THERAPEUTICS IN53566P10915,000$25,7250.00%