KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1332811 NEWPORT BEACH, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$263,172

New position

Shares Held

364

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,072

of 3,486 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC holds $2,974,368 across 5 Semiconductor Equipment & Materials names. AMAT ranks #5 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	3,149	$950,084
2	LRCX	Lam Research Corp	1,901	$823,760
3	TER	Teradyne, Inc	1,337	$646,894
4	ASML	Asml Holding NV	146	$290,458
5	AMAT	Applied Materials Inc /De This page	364	$263,172

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,172	364	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.