Stock Taper 
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 693 | $1.37M |
 Cummins Inc. | CMI | 683 | $487.12K |
 Moody's Corporation | MCO | 679 | $307.53K |
 Ciena Corporation | CIEN | 676 | $331.62K |
 Evercore Inc. | EVR | 658 | $224.67K |
 Eaton Corporation plc | ETN | 648 | $276.13K |
 Palo Alto Networks, Inc. | PANW | 640 | $218.25K |
 Keysight Technologies, Inc. | KEYS | 629 | $220.19K |
 MongoDB, Inc. | MDB | 624 | $209.6K |
 EMCOR Group, Inc. | EME | 609 | $505.4K |
 S&P Global Inc. | SPGI | 606 | $246.8K |
 Seagate Technology Holdings plc | STX | 596 | $575.14K |
 Regeneron Pharmaceuticals, Inc. | REGN | 594 | $370.41K |
 Dell Technologies Inc. | DELL | 584 | $251.76K |
 Ubiquiti Inc. | UI | 566 | $302.26K |
 Ameriprise Financial, Inc. | AMP | 562 | $257.82K |
 Equinix, Inc. | EQIX | 505 | $526.41K |
 Mastercard Incorporated | MA | 471 | $241.91K |
 Linde plc | LIN | 454 | $235.64K |
 Lumentum Holdings Inc. | LITE | 451 | $386.99K |