KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARW | 48K | $5.84M |
 | AMZN | 47K | $10.26M |
 | DHI | 40K | $6.83M |
 | MAGN | 39K | $453.79K |
 | SNDK | 39K | $4.33M |
 | RHP | 38K | $3.41M |
 | NEM | 36K | $3.02M |
 | APH | 31K | $3.82M |
 | MSFT | 30K | $15.58M |
 | IT | 29K | $7.72M |
 | NICE | 29K | $4.13M |
 | V | 26K | $8.77M |
 | CPAY | 23K | $6.52M |
 | DMRC | 19K | $187.60K |
 | HCA | 18K | $7.69M |
 | SAIC | 15K | $1.48M |
 | NVDA | 15K | $2.77M |
 | PCG | 15K | $219.91K |
 | ADT | 14K | $122.51K |
 | INTC | 10K | $333.19K |
Arrow Electronics, Inc.
ARW
Shares Held
48K
Value
$5.84M
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$10.26M
D.R. Horton, Inc.
DHI
Shares Held
40K
Value
$6.83M
Magnera Corp.
MAGN
Shares Held
39K
Value
$453.79K
Sandisk Corporation
SNDK
Shares Held
39K
Value
$4.33M
Ryman Hospitality Properties, Inc.
RHP
Shares Held
38K
Value
$3.41M
Newmont Corporation
NEM
Shares Held
36K
Value
$3.02M
Amphenol Corporation
APH
Shares Held
31K
Value
$3.82M
Microsoft Corporation
MSFT
Shares Held
30K
Value
$15.58M
Gartner, Inc.
IT
Shares Held
29K
Value
$7.72M
NICE Ltd.
NICE
Shares Held
29K
Value
$4.13M
Visa Inc.
V
Shares Held
26K
Value
$8.77M
Corpay, Inc.
CPAY
Shares Held
23K
Value
$6.52M
Digimarc Corporation
DMRC
Shares Held
19K
Value
$187.60K
HCA Healthcare, Inc.
HCA
Shares Held
18K
Value
$7.69M
Science Applications International Corporation
SAIC
Shares Held
15K
Value
$1.48M
NVIDIA Corporation
NVDA
Shares Held
15K
Value
$2.77M
Pacific Gas & Electric Co.
PCG
Shares Held
15K
Value
$219.91K
ADT Inc.
ADT
Shares Held
14K
Value
$122.51K
Intel Corporation
INTC
Shares Held
10K
Value
$333.19K