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Elgethun Capital Management - Portfolio Stock Holdings

Elgethun Capital Management disclosed 172 stock positions in a recent SEC 13F filing. $710,928,800 of stock holdings were filed, with the largest holdings including LLY, BRK.B, and FRFHF. This filing represented positions held on June 30, 2026, and was filed on July 29, 2026.

We estimate the fund has a total AUM of $1,139,926,422 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

172

Est. Stock Holding Value:

$710,928,800

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Elgethun Capital Management

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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