KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
Top Portfolio Positions
221 positions ·
$338,213,098 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
80,378 | $20,399,132 | 6.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
62,161 | $17,875,017 | 5.29% | |
| LBRT |
Liberty Energy Inc.
Energy
|
470,934 | $13,562,899 | 4.01% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
113,554 | $12,750,978 | 3.77% | |
| MSFT |
Microsoft Corp
Technology
|
32,466 | $12,017,939 | 3.55% | |
| NVDA |
Nvidia Corp
Technology
|
62,752 | $10,943,948 | 3.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
48,606 | $10,123,171 | 2.99% | |
| CNC |
Centene Corp
Healthcare
|
290,873 | $9,523,182 | 2.82% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
17,600 | $8,329,024 | 2.46% | |
| CRM |
Salesforce, Inc.
Technology
|
44,476 | $8,302,334 | 2.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UHAL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,144 | 5,926 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $301,905 | 5,989 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $341,506 | 5,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $366,327 | 6,049 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $398,107 | 6,091 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $441,070 | 6,384 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $508,656 | 6,565 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $405,257 | 6,565 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $450,491 | 6,670 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $478,906 | 6,670 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $378,279 | 6,932 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $397,861 | 7,192 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $860,749 | 14,430 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $872,634 | 14,498 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $736,841 | 14,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $694,581 | 14,524 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $437,974 | 7,337 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $558,180 | 7,686 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $508,102 | 7,865 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $928,187 | 15,748 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $976,790 | 15,945 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $742,406 | 16,354 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $593,276 | 16,666 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $512,000 | 16,943 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $487,688 | 16,785 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||