You're signed outSign in or to get full access.
Elgethun Capital Management
Elgethun Capital Management is a registered investment adviser based in Sioux Falls, South Dakota. Founded in 2013, the firm primarily serves high net worth individuals and some institutional clients, managing nearly $885 million in assets as of mid-2025. With a small team of around 9 employees, it provides personalized portfolio management and investment advisory services to its clients.
Investment Strategy
Elgethun Capital Management utilizes a custom portfolio approach tailored to the individual goals and risk tolerances of each client, primarily targeting high net worth individuals. The firm is known for its hands-on, discretionary management style, with a focus on fundamental analysis and diversification across both equities and fixed income securities. It seeks long-term capital appreciation through prudent security selection, risk controls, and tax-aware strategies, but does not operate hedge funds or pooled investment vehicles as a primary strategy.
Latest 13F Filing Activity
Elgethun Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 151 equity positions with a total 13F market value of $497M. The fund increased holdings in Fairfax Financial, Advance Auto Parts Inc., Dream Finders Homes Inc. among other positions. Elgethun Capital Management reduced exposure to Berkshire Hathaway Inc. Del, Carmax Inc., Kenvue Inc. among others.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 11.65% | $57.9M | 119,219 | $210.25 | $485.77 | -$10.3M | |
| FAIRFAX FINANCIAL | 9.01% | $44.8M | 24,782 | $989.17 | $2458.00 | +$9.4M | |
E EFV | ISHARES TR | 4.91% | $24.4M | 384,036 | $49.85 | $63.48 | +$3.2M |
I IEMG | ISHARES INC | 4.22% | $21.0M | 349,535 | $47.77 | $60.03 | +$2.8M |
L LLY | ELI LILLY & CO | 3.86% | $19.2M | 24,637 | $487.43 | $779.53 | -$1.1M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Sioux Falls, SD , United States | |
J John Barker | President | Sioux Falls, SD , United States | |
 | Associate Portfolio Manager | Sioux Falls, SD , United States | |
 | Associate Portfolio Manager | Rapid City, SD , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more