Institutions / KNIGHTSBRIDGE ASSET MANAGEMENT, LLC / Holdings
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Knightsbridge Asset Management, LLC

All holdings · as of Mar 31, 2026

262 positions

CompanyClassValueShares% of portfolio
FIRST TR EXCHANGE-TRADED FD—$367.2K1,7000.0%
ALAMOS GOLD INC—$366.1K8,2390.0%
Accenture plc—$364.5K1,8380.0%
Five Below Inc—$363.1K1,5890.0%
CME Group Inc—$356.8K1,2080.0%
MCDONALD'S CORP—$353.7K1,1380.0%
INTERNATIONAL BUSINESS MACHINES CORP—$351.0K1,4480.0%
CUMMINS INC—$348.1K6470.0%
Magnera Corp—$346.9K36,4800.0%
NEW YORK TIMES CO—$344.3K4,1120.0%
Cigna Group—$341.7K1,2810.0%
GLOBE LIFE INC.—$341.4K2,4530.0%
Texas Roadhouse, Inc.—$341.2K2,0660.0%
UNILEVER PLC—$339.8K5,9640.0%
BEST BUY CO INC—$339.0K5,2810.0%
Ingredion Inc—$336.8K2,9890.0%
Burlington Stores, Inc.—$336.1K1,0330.0%
RTX Corp—$332.9K1,7260.0%
VIKING HOLDINGS LTD—$331.5K4,5110.0%
CITIGROUP INC—$331.0K2,9190.0%
United Airlines Holdings Inc—$329.2K3,5760.0%
STARBUCKS CORP—$328.3K3,6640.0%
Marketaxess Holdings Inc—$326.8K1,9810.0%
Snowflake Inc.—$325.0K2,1550.0%
MUELLER INDUSTRIES INC—$324.9K2,9320.0%
ISHARES TR—$324.0K4,3580.0%
Expedia Group Inc—$320.3K1,3870.0%
LUMENTUM HLDGS INC—$318.4K4530.0%
GOLDMAN SACHS ETF TR—$317.6K3,7510.0%
VANGUARD WORLD FD—$314.0K4500.0%
ITT INC.—$307.5K1,6140.0%
Simon Property Group Inc—$304.4K1,6320.0%
Medpace Holdings, Inc.—$292.0K6080.0%
INVESCO QQQ TR—$291.5K5050.0%
OCCIDENTAL PETROLEUM CORP /DE—$289.4K4,4530.0%
CIENA CORP—$288.1K7420.0%
Natera, Inc.—$287.8K1,4390.0%
HONEYWELL INTERNATIONAL INC—$287.7K1,2730.0%
Philip Morris International Inc.—$286.5K1,7330.0%
QUALCOMM INC/DE—$283.3K2,2000.0%
U HAUL HOLDING COMPANY—$283.1K5,9260.0%
BioMarin Pharmaceutical Inc—$283.1K5,0110.0%
HUNTINGTON INGALLS INDUSTRIES, INC.—$280.7K7390.0%
Tapestry Inc—$273.8K1,9400.0%
CARRIER GLOBAL Corp—$272.3K4,8370.0%
DOVER Corp—$271.6K1,3030.0%
Aramark—$271.5K6,6980.0%
INTUIT INC.—$267.2K6180.0%
VICI PROPERTIES INC.—$265.5K9,7170.0%
CAPITAL ONE FINANCIAL CORP—$264.9K1,4520.0%
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