Stock Taper

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Veeva Systems Inc.VEEV1.91K$339.32K
Lam Research CorporationLRCX1.9K$823.76K
Robinhood Markets, Inc.HOOD1.87K$211.16K
Equifax Inc.EFX1.85K$294.27K
Eli Lilly and CompanyLLY1.81K$2.17M
RTX CorporationRTX1.79K$340.5K
American Water Works Company, Inc.AWK1.77K$233.16K
Simon Property Group, Inc.SPG1.77K$395.54K
Iron Mountain IncorporatedIRM1.75K$221.55K
Philip Morris International Inc.PM1.69K$306.46K
Texas Roadhouse, Inc.TXRH1.65K$319.41K
Danaher CorporationDHR1.61K$307.31K
Stifel Financial CorpSF1.61K$201.1K
The Travelers Companies, Inc.TRV1.61K$530.26K
Vertiv Holdings CoVRT1.6K$536.05K
Marsh & McLennan Companies, Inc.MRSH1.6K$266.01K
Advanced Micro Devices, Inc.AMD1.59K$922.49K
Owens CorningOC1.55K$246.23K
T-Mobile US, Inc.TMUS1.54K$258.64K
Charter Communications, Inc.CHTR1.49K$211.32K