KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 1332811 NEWPORT BEACH, CA

Position in LRCX

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

Position Value

$823,760

+$415,029 QoQ

Shares Held

1,901

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,979

of 3,103 holders

Holding Since

Dec 2025

3 quarters 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. LRCX ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	3,149	$950,084
2	LRCX	Lam Research Corp This page	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	364	$263,172

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$823,760	1,901	-0.6%	Shares	Sole	2026-08-13
2026-03-31	$408,731	1,913	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$324,557	1,896	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.