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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 Q4 2025 · Filed February 10, 2026 · Accession 0001420506-26-000263

Total Value
$578.9M
Positions
164
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (164)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A131,927$66.3M11.45%
2FAIRFAX FINANCIALFRFFF24,851$47.4M8.19%
3ISHARES TR464288877454,996$32.5M5.61%
4ELI LILLY & COLLY24,640$26.5M4.57%
5ISHARES INC46434G103362,812$24.4M4.21%
6CITIGROUP INCC-PR174,715$20.4M3.52%
7SCHWAB STRATEGIC TR808524730536,745$19.4M3.34%
8BOSTON OMAHA CORPBOC1,453,842$18.0M3.11%
9SCHWAB CHARLES CORPSCHW-PJ160,304$16.0M2.77%
10SCHWAB STRATEGIC TR808524805657,812$15.8M2.73%
11BANCORP INC DELTBBK220,172$14.9M2.57%
12PATHWARD FINANCIAL INCCASH202,782$14.4M2.49%
13SCHWAB STRATEGIC TR808524102531,780$13.9M2.41%
14LIBERTY MEDIA CORP DELFWONB147,490$13.2M2.28%
15MICROSOFT CORPMSFT23,658$11.4M1.98%
16LIBERTY GLOBAL LTDLBTYK830,112$9.2M1.58%
17ALPS ETF TR00162Q452188,564$8.9M1.53%
18DREAM FINDERS HOMES INCDFH495,037$8.5M1.46%
19CRIMSON WINE GROUPCWGL1,657,948$8.1M1.40%
20DRIVEN BRANDS HLDGS INCDRVN532,535$7.9M1.36%
21VANGUARD INDEX FDS92290861136,597$7.8M1.34%
22VANGUARD WORLD FD92204A30657,807$7.3M1.26%
23ADVANCE AUTO PARTS INCAAP170,279$6.7M1.16%
24ATLANTA BRAVES HLDGS INCBATRB160,326$6.3M1.09%
25AMERICAN EXPRESS COAXP17,039$6.3M1.09%
26OCCIDENTAL PETE CORP674599105145,660$6.0M1.03%
27ENTERPRISE PRODS PARTNERS L293792107184,331$5.9M1.02%
28FAIRFAX INDIA303897102337,057$5.9M1.02%
29INVESCO EXCHANGE TRADED FD TIVZ30,337$5.8M1.00%
30INTEL CORPINTC137,921$5.1M0.88%
31AMAZON COM INCAMZN21,944$5.1M0.87%
32NVIDIA CORPORATIONNVDA27,106$5.1M0.87%
33KROGER COKR79,388$5.0M0.86%
34NVR INCNVR640$4.7M0.81%
35APPLE INCAAPL14,977$4.1M0.70%
36ALBERTSONS COS INC013091103211,851$3.6M0.63%
37UNITEDHEALTH GROUP INCUNH10,699$3.5M0.61%
38STELLANTIS N.VSTLA318,734$3.5M0.60%
39SCHWAB STRATEGIC TR808524300104,946$3.4M0.59%
40ISHARES TR46428749935,515$3.4M0.59%
41BLACKROCK MUN TARGET TERM TRBLK137,007$3.1M0.54%
42ALPHABET INCGOOG9,882$3.1M0.54%
43ALPHABET INCGOOG9,738$3.0M0.53%
44WALMART INCWMT24,029$2.7M0.46%
45SCHWAB STRATEGIC TR80852440978,257$2.3M0.40%
46BERKSHIRE HATHAWAY INC DELBRK-A3$2.3M0.39%
47SCHWAB STRATEGIC TR80852420178,465$2.1M0.36%
48JPMORGAN CHASE & CO.VYLD5,344$1.7M0.30%
49BERKLEY W R CORPWRB-PH24,069$1.7M0.29%
50VANGUARD INTL EQUITY INDEX F92204285827,983$1.5M0.26%
51ABBVIE INCABBV6,302$1.4M0.25%
52VISA INCV4,018$1.4M0.24%
53BRIDGEWATER BANCSHARES INCBWBBP79,250$1.4M0.24%
54BROADCOM INCAVGO3,880$1.3M0.23%
55MERCK & CO INCMRK11,901$1.3M0.22%
56HOME DEPOT INCHD3,303$1.1M0.20%
57TAIWAN SEMICONDUCTOR MFG LTD8740391003,717$1.1M0.20%
583M COMMM6,915$1.1M0.19%
59MCDONALDS CORPMCD3,478$1.1M0.18%
60ISHARES TR4642876554,129$1.0M0.18%
61ORACLE CORPORCL-PD5,142$1.0M0.17%
62VANGUARD INDEX FDS9229087445,116$977,0160.17%
63EXXON MOBIL CORPXOM8,023$965,5010.17%
64VANGUARD INDEX FDS9229087361,894$924,0070.16%
65ISHARES TR4642872001,344$920,5590.16%
66ISHARES TR46432F84210,264$918,2190.16%
67VISTRA CORPVST5,633$908,7720.16%
68SPDR SERIES TRUST78468R85319,062$893,2450.15%
69ISHARES TR4642874659,138$877,4860.15%
70JOHNSON & JOHNSONJNJ4,114$851,3580.15%
71VANGUARD TAX-MANAGED FDS92194385812,676$791,8700.14%
72VANGUARD INDEX FDS9229087692,350$787,8850.14%
73CHEVRON CORP NEWCVX4,962$756,2540.13%
74PHILIP MORRIS INTL INC7181721094,644$744,9320.13%
75COCA COLA COKO10,399$726,9840.13%
76PEPSICO INCPEP4,780$685,9990.12%
77ISHARES TR4642876482,075$670,3090.12%
78SELECT SECTOR SPDR TR81369Y60512,154$665,6940.11%
79UNITED PARCEL SERVICE INCUPS6,482$642,9440.11%
80CATERPILLAR INCCAT1,113$637,5780.11%
81SERVICENOW INCNOW4,150$635,7390.11%
82VANGUARD INDEX FDS922908363943$591,6360.10%
83TESLA INCTSLA1,244$559,4520.10%
84DANAHER CORPORATION2358511022,432$556,6520.10%
85UNITED RENTALS INCURI683$552,7660.10%
86SPDR S&P 500 ETF TRSPY781$532,6650.09%
87VANGUARD WHITEHALL FDS9219464063,700$531,0240.09%
88BOOKING HOLDINGS INCBKNG97$519,4670.09%
89MARATHON PETE CORPMARA3,168$515,2120.09%
90S&P GLOBAL INCSPGI983$513,8620.09%
91MARKEL GROUP INCMKL238$511,6170.09%
92ISHARES TR4642882407,500$503,4750.09%
93CARMAX INCKMX12,125$468,5100.08%
94MASTERCARD INCORPORATEDMA785$448,0150.08%
95CSX CORPCSX12,310$446,2440.08%
96BP PLCBPPFF12,694$440,8640.08%
97TARGET CORPTGT4,269$417,2530.07%
98RTX CORPORATIONRTX2,259$414,3360.07%
99ACCENTURE PLC IRELANDACN1,512$405,6700.07%
100GREEN BRICK PARTNERS INCGRBK-PA6,355$398,2040.07%
101PROCTER AND GAMBLE CO7427181092,760$395,5650.07%
102INVESCO QQQ TRIVZ625$383,6830.07%
103CHUBB LIMITEDCB1,219$380,4740.07%
104VANGUARD INDEX FDS9229086291,281$371,7720.06%
105INTERNATIONAL BUSINESS MACHSINTR1,247$369,4320.06%
106BANK AMERICA CORP0605051046,662$366,3900.06%
107NEWMONT CORPNEMCL3,638$363,2650.06%
108ABBOTT LABSABLZF2,888$361,8210.06%
109COSTCO WHSL CORP NEW22160K105417$359,3660.06%
110INTUITINTU534$353,9980.06%
111DEERE & CODE758$352,9910.06%
112HONEYWELL INTL INC4385161061,752$341,7330.06%
113ISHARES INC46428631910,925$340,4230.06%
114UNION PAC CORPUNP1,461$337,9580.06%
115SCHWAB STRATEGIC TR8085247557,367$333,0480.06%
116CASEYS GEN STORES INC147528103585$323,1110.06%
117ILLINOIS TOOL WKS INC4523081091,289$317,5530.05%
118ISHARES TR4642878042,603$312,8290.05%
119WISDOMTREE TRWT6,495$303,3810.05%
120INTERCONTINENTAL EXCHANGE IN45866F1041,784$288,8730.05%
121ADVANCED MICRO DEVICES INCAMD1,250$267,7000.05%
122GREIF INCGEF-B3,581$267,4560.05%
123LOCKHEED MARTIN CORPLMT552$266,9660.05%
124ARROWHEAD PHARMACEUTICALS INARWR4,000$265,5600.05%
125TRAVELERS COMPANIES INCTRV910$264,0850.05%
126VANGUARD BD INDEX FDS9219378273,310$260,8510.05%
127MONSTER BEVERAGE CORP NEWMNST3,360$257,6110.04%
128D R HORTON INC23331A1091,751$252,1970.04%
129NEXTERA ENERGY INCNEE-PW3,091$248,1700.04%
130NORTHROP GRUMMAN CORPNOC431$245,7590.04%
131SPDR GOLD TRGLD616$244,1270.04%
132LOWES COS INC5486611071,005$242,2470.04%
133ALTRIA GROUP INCMO4,120$237,5590.04%
134APPLIED MATLS INC038222105918$235,9170.04%
135EATON CORP PLCETN725$230,9200.04%
136EVERUS CONSTR GROUPEVEX-WT2,682$229,4720.04%
137SALESFORCE INCCRM860$227,8230.04%
138ISHARES TR46435G4095,970$227,1590.04%
139CANADIAN NAT RES LTD1363851016,698$226,7270.04%
140GOLD FIELDS LTDGFIOF5,000$218,3000.04%
141GENERAL MTRS CO37045V1002,646$215,1730.04%
142MDU RES GROUP INC55269010910,930$213,3440.04%
143MICRON TECHNOLOGY INCMU747$213,1380.04%
144OCCIDENTAL PETE CORP67459916210,400$200,3770.03%
145ECOLAB INCECL707$185,6310.03%
146SCHWAB STRATEGIC TR8085246076,352$180,9180.03%
147LPL FINL HLDGS INC50212V100493$176,0850.03%
148SHELL PLCRYDAF2,361$173,4860.03%
149KNIFE RIVER CORPKNF2,337$164,4080.03%
150ISHARES TR4642887521,644$158,3170.03%
151SYSCO CORPSYY2,118$156,0590.03%
152WERNER ENTERPRISES INCWERN4,919$147,6050.03%
153TEXAS INSTRS INC882508104844$146,3760.03%
154VITESSE ENERGY INCVTS7,139$137,4970.02%
155VANGUARD BD INDEX FDS9219378351,841$136,3630.02%
156NEW GOLD INC CDA64453510615,000$130,6500.02%
157HERSHEY COHSY707$128,6780.02%
158NIKE INCNKE2,002$127,5470.02%
159AMERICAN TOWER CORP NEW03027X100661$115,9840.02%
160ISHARES TR4642875071,636$107,9510.02%
161QUALCOMM INCQCOM622$106,3930.02%
162STARBUCKS CORPSBUX1,114$93,8100.02%
163MONDELEZ INTL INC6092071051,696$91,3210.02%
164LINEAGE CELL THERAPEUTICS IN53566P10915,000$25,0500.00%