In this article, we discuss the 5 stocks to invest in according to Alan Parsow’s Elkhorn Partners. If you want to read our detailed analysis of Parsow’s history and hedge fund performance, go directly to the 10 Stocks to Invest in According to Alan Parsow’s Elkhorn Partners.
5. Cadiz Inc. (NASDAQ:CDZI)
Parsow’s Stake Value: $2.6 million
Percentage of Alan Parsow’s 13F Portfolio: 1.61%
Number of Hedge Fund Holders: 10
Cadiz Inc. (NASDAQ:CDZI) is a Southern California-based natural resources company. It owns 70 square miles of property and water resources. It is also currently creating the Cadiz Water Project to create a water supply for more than 100,000 families.
According to the 13F holdings for the second quarter of 2021, Elkhorn Partners own 193,700 shares of Cadiz Inc. (NASDAQ:CDZI) worth $2.6 million. The hedge fund currently holds the largest stake in Cadiz Inc. (NASDAQ:CDZI).
4. Berkshire Hathaway Inc. (NYSE:BRK.B)
Parsow’s Stake Value: $16.3 million
Percentage of Alan Parsow’s 13F Portfolio: 9.98%
Number of Hedge Fund Holders: 116
Berkshire Hathaway Inc. (NYSE:BRK.B) is an American multi-industry company. Some of its significant subsidiaries are Duracell, Dairy Queen, and Shaw Industries. Berkshire Hathaway Inc. (NYSE:BRK.B) also has minority holdings in American Express (NYSE:AXP), The Coca-Cola Company (NYSE:KO), and Apple Inc. (NASDAQ:AAPL). As of 2016, Berkshire Hathaway Inc. (NYSE:BRK.B) also has major holdings in some of the most prominent American airline carriers.
According to the data tracked by Insider Monkey, the hedge fund sentiment increased towards Berkshire Hathaway Inc. (NYSE:BRK.B) at the end of the second quarter of 2021. The data reveals that 116 hedge funds held stakes in the company, compared to 111 in the previous quarter.
3. Berkshire Hathaway Inc. (NYSE:BRK.A)
Parsow’s Stake Value: $20.5 million
Percentage of Alan Parsow’s 13F Portfolio: 12.55%
The BRK.A ticker for Berkshire Hathaway Inc. (NYSE:BRK.A) represents the Class A shares of Berkshire Hathaway Inc.
Berkshire Hathaway Inc. (NYSE:BRK.A) had an EPS of $4399.91 at the end of the second quarter of 2021, beating the estimates by $619.74. As of 6th June 2021, FMR LLC held 32,001 shares of Hathaway Inc. (NYSE:BRK.A) worth $13.39 billion making up 1.05% of the fund’s portfolio.
The investment management firm Black Bear Value Partners published their third-quarter investor letter in which it mentioned Berkshire Hathaway Inc. (NYSE:BRK.A). Here is what the fund said:
“Please see Q1 letter for our Berkshire on a Napkin investment exercise. We have written on it extensively and will save your eyeballs from extraneous reading. Berkshire is very cheap for owning such high-quality businesses and will continue to grind higher and compound value for us.”
2. White Mountains Insurance Group, Ltd. (NYSE:WTM)
Parsow’s Stake Value: $25.35 million
Percentage of Alan Parsow’s 13F Portfolio: 15.51%
Number of Hedge Fund Holders: 17
White Mountains Insurance Group, Ltd. (NYSE:WTM) is a financial services holding company headquartered in New Hampshire. The company specializes in insurance subsidiaries. White Mountains Insurance Group, Ltd. (NYSE:WTM) also owned Esurance Insurance Services, Inc before selling it for $1 billion in 1999.
1. Kennedy-Wilson Holdings, Inc. (NYSE:KW)
Parsow’s Stake Value: $83.56 million
Percentage of Alan Parsow’s 13F Portfolio: 51.15%
Number of Hedge Fund Holders: 18
Kennedy-Wilson Holdings, Inc. (NYSE:KW) is a real estate investment company specializing in multifamily and office properties in the USA and the UK. The company has $19 billion worth of assets under management and owns 31,900 multifamily units. Kennedy-Wilson Holdings, Inc. (NYSE:KW) is our top pick among the 10 stocks to invest in according to Alan Parsow’s Elkhorn Partners.
According to the recent 13F holdings, Elkhorn Partners own 4.2 million shares of Kennedy-Wilson Holdings, Inc. (NYSE:KW), worth $83.56 million, representing 51.15% of the fund’s portfolio.
You can also take a peek at 11 Best 5G Stocks To Buy According To Hedge Funds and 11 Best Space Stocks To Buy According To Hedge Funds.
