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Knightsbridge Asset Management, LLC

All holdings · as of Mar 31, 2026

262 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$773.9K2,4120.1%
PEPSICO INC$763.3K4,9150.1%
Crane Co$757.7K4,4310.1%
EXXON MOBIL CORP$754.5K4,4470.1%
TechnipFMC plc$741.5K10,7260.1%
BERKSHIRE HATHAWAY INC DEL$718.1K10.1%
ServiceNow Inc$701.5K6,7100.1%
REGENERON PHARMACEUTICALS, INC.$675.3K8740.1%
PROCTER & GAMBLE Co$668.0K4,6250.1%
HUNT J B TRANSPORT SERVICES INC$650.1K3,0680.1%
DANAHER CORP /DE$599.7K3,1630.1%
PROGRESSIVE CORP/OH$593.7K2,9950.1%
General Motors Co$548.2K7,3590.1%
S&P Global Inc.$524.9K1,2340.1%
KKR & Co. Inc.$523.5K5,6600.1%
Booking Holdings Inc$522.1K1240.1%
HOME DEPOT, INC.$520.3K1,5820.1%
TRAVELERS COMPANIES, INC.$516.3K1,7700.1%
Phillips 66$499.9K2,7440.1%
FREEPORT-MCMORAN INC$492.5K8,3780.1%
UBIQUITI INC$484.4K6130.1%
iShares MSCI UAE ETF$481.4K2,5100.1%
AGNICO EAGLE MINES LTD$480.7K2,3680.1%
Arista Networks, Inc.ANETCommon Stock$477.4K3,8880.1%
MARSH & MCLENNAN COMPANIES, INC.$473.3K2,7290.1%
KLA CORP$463.8K3150.1%
WINMARK CORP$454.3K1,0630.1%
DOLLAR GENERAL CORP$442.6K3,7280.1%
EMCOR Group Inc$440.0K5960.1%
STATE STR SPDR S&P 500 ETF T$439.2K6750.1%
Equinix Inc$439.1K4480.1%
INCYTE CORP$435.5K4,6270.1%
NEUROCRINE BIOSCIENCES INC$433.7K3,2920.1%
First American Financial Corp$433.3K7,1870.1%
The PNC Financial Services Group, Inc.$427.4K2,0540.1%
Vertiv Holdings Co$417.2K1,6650.1%
Zoom Communications, Inc.$414.2K5,1520.1%
SPROTT ASSET MANAGEMENT LP$412.5K8,6450.1%
Fortinet Inc$412.0K5,0420.1%
OSHKOSH CORP$410.9K2,7910.1%
LAM RESEARCH CORP$408.7K1,9130.1%
VeriSign Inc$396.9K1,5980.1%
INTEL CORP$395.6K8,9640.1%
DELTA AIR LINES, INC.$394.4K5,9330.1%
TERADYNE, INC$392.8K1,3250.1%
Ares Commercial Real Estate Corp$387.3K80,6860.1%
TYSON FOODS INC$385.4K6,0150.1%
ORACLE CORP$382.3K2,5990.1%
Cognizant Technology Solutions Corp$380.8K6,2070.1%
DOW INC.$371.5K8,9200.1%
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