Elgethun Capital Management
Long-term investor · SD · @elgethuncapitalmanagemen
-16.4%
All time
S&P +14.9%
Long-term investor
Elgethun Capital Management @elgethuncapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001638022).
Record
- Tracked since 2025-06-30 (488 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +5.7% · 1 year -16.4% · all -16.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 10.1% · long · since 2025-06-30
- BRK-B · 9.5% · long · since 2025-06-30
- FRFHF · 5.8% · long · since 2025-06-30
- 464288877 · 5.0% · long · since 2025-06-30
- 46434G103 · 4.3% · long · since 2025-06-30
- 808524730 · 3.1% · long · since 2025-06-30
- BOC · 2.8% · long · since 2025-06-30
- 808524805 · 2.8% · long · since 2025-06-30
- CASH · 2.6% · long · since 2025-06-30
- TBBK · 2.4% · long · since 2025-06-30
- 808524102 · 2.3% · long · since 2025-06-30
- SCHW · 2.1% · long · since 2025-06-30