KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

data from 30/09/2025

Capitalization

$ 591.642 M 30.49 %

Average holding period

10 ans

Performance

$ 739.199 M 249 691.52 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 USFR WISDOMTREE TR 11.79% 69.779 M $ 1388076 2025/06/30 -6.027 K $ -0.08 %
2025/09/30 SPDW SPDR INDEX SHS FDS 5.51% 32.585 M $ 761501 2020/06/30 1.399 M $ 5.68 %
2025/09/30 MTBA SIMPLIFY EXCHANGE TRADED FUN 5.04% 29.808 M $ 592009 2024/06/30 143.357 K $ 0.52 %
2025/09/30 SPLG SPDR SERIES TRUST 4.71% 27.881 M $ 355899 2020/06/30 2.120 M $ 7.77 %
2025/09/30 AAPL APPLE INC 3.47% 20.506 M $ 80533 2015/12/31 4.015 M $ 24.11 %
2025/09/30 SPEM SPDR INDEX SHS FDS 3.44% 20.332 M $ 434347 2020/06/30 1.786 M $ 9.52 %
2025/09/30 MSFT MICROSOFT CORP 2.63% 15.582 M $ 30084 2020/06/30 602.068 K $ 4.13 %
2025/09/30 UAL UNITED AIRLS HLDGS INC 2.59% 15.343 M $ 158997 2024/12/31 2.775 M $ 21.19 %
2025/09/30 KCCA KRANESHARES TRUST 2.55% 15.089 M $ 883929 2021/12/31 1.673 M $ 9.99 %
2025/09/30 JQUA J P MORGAN EXCHANGE TRADED F 2.47% 14.606 M $ 232175 2020/12/31 484.332 K $ 4.76 %
2025/09/30 GOOGL ALPHABET INC 2.36% 13.944 M $ 57359 2020/06/30 3.842 M $ 37.94 %
2025/09/30 WDC WESTERN DIGITAL CORP 2.19% 12.932 M $ 107713 2025/03/31 6.251 M $ 87.64 %
2025/09/30 DGRO ISHARES TR 1.84% 10.859 M $ 159498 2020/09/30 686.519 K $ 6.47 %
2025/09/30 AMZN AMAZON COM INC 1.73% 10.262 M $ 46736 2020/06/30 8.172 K $ 0.08 %
2025/09/30 CNC CENTENE CORP DEL 1.68% 9.912 M $ 277791 2025/09/30 0.000 $ 0.00 %
2025/09/30 SIMO SILICON MOTION TECHNOLOGY CO 1.62% 9.585 M $ 101105 2025/06/30 2.023 M $ 26.18 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 1.52% 8.997 M $ 107022 2024/09/30 757.265 K $ 8.62 %
2025/09/30 V VISA INC 1.48% 8.765 M $ 25676 2020/06/30 -354.982 K $ -3.85 %
2025/09/30 LDI LOANDEPOT INC 1.43% 8.466 M $ 2757728 2021/12/31 5.800 M $ 141.73 %
2025/09/30 OSK OSHKOSH CORP 1.36% 8.035 M $ 61947 2024/06/30 1.041 M $ 14.23 %
2025/09/30 IT GARTNER INC 1.31% 7.723 M $ 29378 2025/09/30 0.000 $ 0.00 %
2025/09/30 HCA HCA HEALTHCARE INC 1.30% 7.687 M $ 18037 2018/03/31 771.489 K $ 11.25 %
2025/09/30 NSP INSPERITY INC 1.27% 7.505 M $ 152546 2020/06/30 -139.011 K $ -18.16 %
2025/09/30 MGK VANGUARD WORLD FD 1.22% 7.242 M $ 17997 2021/03/31 247.587 K $ 9.90 %
2025/09/30 DHI D R HORTON INC 1.15% 6.827 M $ 40287 2023/06/30 1.691 M $ 31.45 %
2025/09/30 CPAY CORPAY INC 1.10% 6.519 M $ 22630 2025/09/30 0.000 $ 0.00 %
2025/09/30 MGA MAGNA INTL INC 1.08% 6.404 M $ 135163 2024/09/30 1.252 M $ 22.71 %
2025/09/30 FICO FAIR ISAAC CORP 1.07% 6.329 M $ 4229 2021/09/30 -1.406 M $ -18.13 %
2025/09/30 AMCR AMCOR PLC 1.01% 5.987 M $ 731875 2025/06/30 -777.631 K $ -10.99 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.99% 5.861 M $ 6332 2020/06/30 -415.378 K $ -6.50 %
2025/09/30 TXT TEXTRON INC 0.99% 5.857 M $ 69323 2023/03/31 305.864 K $ 5.23 %
2025/09/30 ARW ARROW ELECTRS INC 0.99% 5.843 M $ 48287 2024/09/30 -319.461 K $ -5.05 %
2025/09/30 PFF ISHARES TR 0.97% 5.764 M $ 182289 2024/09/30 164.550 K $ 3.06 %
2025/09/30 BAC BANK AMERICA CORP 0.95% 5.608 M $ 108702 2009/03/31 467.812 K $ 9.02 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 0.84% 4.996 M $ 129530 2022/06/30 900.733 K $ 7.62 %
2025/09/30 WFC-PL WELLS FARGO CO NEW 0.84% 4.961 M $ 4019 2019/09/30 348.687 K $ 5.12 %
2025/09/30 IUSG ISHARES TR 0.83% 4.885 M $ 29689 2021/03/31 322.024 K $ 9.40 %
2025/09/30 IGIB ISHARES TR 0.81% 4.770 M $ 88186 2025/06/30 4.340 K $ 1.50 %
2025/09/30 SNDK SANDISK CORP 0.73% 4.330 M $ 38593 2025/03/31 2.561 M $ 147.48 %
2025/09/30 FCNCA FIRST CTZNS BANCSHARES INC D 0.71% 4.188 M $ 2337 2023/03/31 -394.851 K $ -8.55 %
2025/09/30 SPSM SPDR SERIES TRUST 0.70% 4.158 M $ 89770 2020/06/30 233.143 K $ 8.73 %
2025/09/30 NICE NICE LTD 0.70% 4.131 M $ 28533 2024/12/31 -729.546 K $ -14.27 %
2025/09/30 APH AMPHENOL CORP NEW 0.65% 3.823 M $ 30891 2021/09/30 740.800 K $ 25.32 %
2025/09/30 RHP RYMAN HOSPITALITY PPTYS INC 0.58% 3.414 M $ 38107 2020/09/30 -358.242 K $ -9.20 %
2025/09/30 IVV ISHARES TR 0.56% 3.288 M $ 4913 2019/03/31 218.525 K $ 7.80 %
2025/09/30 IWR ISHARES TR 0.51% 3.040 M $ 31482 2021/03/31 281.921 K $ 4.98 %
2025/09/30 NEM NEWMONT CORP 0.51% 3.024 M $ 35868 2004/12/31 889.320 K $ 44.71 %
2025/09/30 ORI OLD REP INTL CORP 0.47% 2.791 M $ 65707 2012/12/31 262.316 K $ 10.48 %
2025/09/30 NVDA NVIDIA CORPORATION 0.47% 2.765 M $ 14820 2023/12/31 391.911 K $ 18.10 %
2025/09/30 UHAL-B U HAUL HOLDING COMPANY 0.44% 2.588 M $ 50837 2022/12/31 -178.181 K $ -6.38 %
2025/09/30 VO VANGUARD INDEX FDS 0.43% 2.544 M $ 8661 2025/06/30 17.721 K $ 4.97 %
2025/09/30 MCK MCKESSON CORP 0.41% 2.450 M $ 3171 2017/03/31 130.134 K $ 5.43 %
2025/09/30 EWJV ISHARES TR 0.39% 2.330 M $ 59654 2025/06/30 226.541 K $ 12.37 %
2025/09/30 GOOG ALPHABET INC 0.39% 2.316 M $ 9508 2020/06/30 598.681 K $ 37.30 %
2025/09/30 GDX VANECK ETF TRUST 0.38% 2.258 M $ 29560 2021/09/30 764.056 K $ 46.75 %
2025/09/30 IEUR ISHARES TR 0.36% 2.132 M $ 31299 2025/03/31 56.294 K $ 2.90 %
2025/09/30 NAVI NAVIENT CORPORATION 0.36% 2.106 M $ 160144 2025/09/30 0.000 $ 0.00 %
2025/09/30 IEFA ISHARES TR 0.35% 2.050 M $ 23481 2023/12/31 89.955 K $ 4.59 %
2025/09/30 META META PLATFORMS INC 0.34% 1.985 M $ 2704 2023/12/31 -9.538 K $ -0.50 %
2025/09/30 AVGO BROADCOM INC 0.32% 1.877 M $ 5689 2023/12/31 293.980 K $ 19.68 %
2025/09/30 ADBE ADOBE INC 0.30% 1.756 M $ 4977 2020/06/30 -157.817 K $ -8.82 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.27% 1.588 M $ 3158 2015/09/30 45.852 K $ 3.49 %
2025/09/30 SAIC SCIENCE APPLICATIONS INTL CO 0.25% 1.482 M $ 14918 2013/09/30 -199.050 K $ -11.75 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.22% 1.325 M $ 3989 2021/03/31 46.064 K $ 4.13 %
2025/09/30 GRMN GARMIN LTD 0.21% 1.226 M $ 4977 2022/09/30 181.987 K $ 17.97 %
2025/09/30 VOO VANGUARD INDEX FDS 0.20% 1.193 M $ 1948 2020/06/30 50.159 K $ 7.81 %
2025/09/30 LLY ELI LILLY & CO 0.20% 1.186 M $ 1554 2022/09/30 -24.414 K $ -2.12 %
2025/09/30 BLK BLACKROCK INC 0.19% 1.118 M $ 959 2024/12/31 86.298 K $ 11.12 %
2025/09/30 AVUS AMERICAN CENTY ETF TR 0.18% 1.063 M $ 9782 2024/06/30 82.093 K $ 7.82 %
2025/09/30 TSLA TESLA INC 0.18% 1.061 M $ 2386 2021/12/31 281.692 K $ 40.00 %
2025/09/30 IBB ISHARES TR 0.16% 974.498 K $ 6750 2020/06/30 127.520 K $ 14.12 %
2025/09/30 OUNZ VANECK MERK GOLD ETF 0.15% 867.680 K $ 23331 2020/09/30 125.005 K $ 16.62 %
2025/09/30 ABBV ABBVIE INC 0.14% 850.678 K $ 3674 2024/12/31 128.897 K $ 24.74 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.14% 809.427 K $ 2374 2021/03/31 106.031 K $ 16.92 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.14% 805.895 K $ 2555 2025/03/31 47.467 K $ 8.80 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.13% 791.660 K $ 1044 2022/06/30 62.305 K $ 8.55 %
2025/09/30 VTI VANGUARD INDEX FDS 0.13% 790.150 K $ 2408 2020/12/31 46.177 K $ 7.98 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.13% 754.200 K $ 1 2025/03/31 25.400 K $ 3.49 %
2025/09/30 TJX TJX COS INC NEW 0.12% 729.855 K $ 5050 2020/03/31 105.818 K $ 17.05 %
2025/09/30 CR CRANE COMPANY 0.12% 726.906 K $ 3948 2023/09/30 -22.315 K $ -3.03 %
2025/09/30 WMT WALMART INC 0.12% 719.067 K $ 6977 2024/06/30 21.320 K $ 5.40 %
2025/09/30 IBBQ INVESCO EXCH TRADED FD TR II 0.12% 712.354 K $ 29300 2023/12/31 93.173 K $ 15.05 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.12% 706.722 K $ 3811 2025/03/31 115.749 K $ 21.39 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.12% 690.585 K $ 867 2023/12/31 67.336 K $ 12.52 %
2025/09/30 CVX CHEVRON CORP NEW 0.10% 614.571 K $ 3958 2021/09/30 44.031 K $ 8.45 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.10% 613.610 K $ 2488 2021/06/30 -113.887 K $ -17.49 %
2025/09/30 HD HOME DEPOT INC 0.10% 605.354 K $ 1494 2020/06/30 53.931 K $ 10.51 %
2025/09/30 GE GE AEROSPACE 0.10% 599.535 K $ 1993 2025/03/31 74.221 K $ 16.87 %
2025/09/30 PGR PROGRESSIVE CORP 0.10% 591.890 K $ 2397 2024/06/30 -34.125 K $ -7.46 %
2025/09/30 WINA WINMARK CORP 0.10% 574.874 K $ 1155 2021/09/30 141.428 K $ 31.83 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.09% 556.828 K $ 3624 2025/06/30 -9.775 K $ -3.56 %
2025/09/30 ROST ROSS STORES INC 0.09% 548.631 K $ 3600 2025/06/30 62.297 K $ 19.45 %
2025/09/30 NVS NOVARTIS AG 0.09% 526.490 K $ 4105 2023/12/31 30.727 K $ 5.97 %
2025/09/30 ORCL ORACLE CORP 0.09% 502.858 K $ 1788 2025/06/30 80.328 K $ 28.64 %
2025/09/30 GAMB GAMBLING COM GROUP LIMITED 0.08% 493.500 K $ 60330 2024/06/30 -230.190 K $ -31.20 %
2025/09/30 QUAL ISHARES TR 0.08% 488.195 K $ 2510 2025/06/30 13.256 K $ 6.39 %
2025/09/30 RBLX ROBLOX CORP 0.08% 487.729 K $ 3521 2025/06/30 97.361 K $ 31.67 %
2025/09/30 FAF FIRST AMERN FINL CORP 0.08% 482.738 K $ 7515 2010/06/30 21.209 K $ 4.64 %
2025/09/30 XOM EXXON MOBIL CORP 0.08% 458.317 K $ 4065 2024/12/31 18.319 K $ 4.59 %
2025/09/30 MAGN MAGNERA CORP 0.08% 453.787 K $ 38719 2025/06/30 -13.420 K $ -2.98 %