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
Match Group, Inc.—$264.4K8,6100.0%
Molina Healthcare Inc—$261.5K1,9620.0%
BORGWARNER INC—$261.4K4,8180.0%
Illumina Inc—$261.3K2,1200.0%
CITIZENS FINANCIAL GROUP INC/RI—$260.8K4,3480.0%
Axis Capital Holdings Ltd—$260.4K2,5680.0%
OMEGA HEALTHCARE INVESTORS INC—$259.9K5,9310.0%
BANK AMERICA CORP—$259.8K2180.0%
Atlassian Corporation—$259.5K3,8020.0%
Apollo Global Management, Inc.—$258.6K2,3210.0%
Marvell Technology Inc—$258.2K2,6070.0%
AMERIPRISE FINANCIAL INC—$257.8K5800.0%
LINCOLN ELECTRIC HOLDINGS INC—$253.3K1,0170.0%
TORO CO—$252.9K2,7070.0%
STIFEL FINANCIAL CORP—$251.1K3,3970.0%
NETFLIX INC—$249.7K2,5970.0%
United Therapeutics Corp—$249.1K4200.0%
ISHARES TR—$247.6K6680.0%
US BANCORP \DE—$247.5K4,7590.0%
Ventas, Inc.—$247.4K3,0250.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$246.7K7300.0%
DECKERS OUTDOOR CORP—$244.3K2,4410.0%
KINDER MORGAN, INC.—$243.3K7,2550.0%
Chipotle Mexican Grill Inc—$241.1K7,5330.0%
CURTISS WRIGHT CORP—$240.4K3530.0%
EXELIXIS, INC.—$236.5K5,5140.0%
GENTEX CORP—$232.7K10,6520.0%
Eaton Corp plc—$231.8K6480.0%
CARPENTER TECHNOLOGY CORP—$231.8K5880.0%
LINDE PLC—$228.1K4600.0%
SONIC AUTOMOTIVE INC—$227.0K3,3110.0%
COOPER COMPANIES, INC.—$226.2K3,1640.0%
PAYCHEX INC—$226.0K2,4530.0%
Chewy Inc—$223.8K8,2900.0%
United Parcel Service Inc—$222.4K2,2610.0%
Johnson Controls International plc—$222.2K1,6970.0%
HASBRO, INC.—$219.3K2,3430.0%
Analog Devices Inc—$218.2K6860.0%
CATERPILLAR INC—$218.2K3080.0%
V F CORP—$218.0K12,8330.0%
CONOCOPHILLIPS—$217.1K1,6450.0%
PROSHARES TR—$216.1K4,1660.0%
WISDOMTREE TR—$215.4K5,3710.0%
ISHARES TR—$212.6K4,5690.0%
CROWN HOLDINGS, INC.—$212.2K2,1170.0%
Northrop Grumman Corp—$212.2K3110.0%
CSX CORP—$210.5K5,1280.0%
GENERAL MILLS INC—$209.8K5,6370.0%
Automatic Data Processing Inc—$209.7K1,0320.0%
Alcoa Corp—$208.5K3,1440.0%
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