Knightsbridge Asset Management

Knightsbridge Asset Management as of Dec. 31, 2013

Portfolio Holdings for Knightsbridge Asset Management

Knightsbridge Asset Management holds 44 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Old Republic International Corporation (ORI) 6.7 $25M 1.4M 17.27
American International (AIG) 6.5 $24M 475k 51.05
Ebix 6.3 $24M 1.6M 14.71
Sealed Air (SEE) 6.1 $23M 670k 34.05
Bank of America Corporation (BAC) 5.9 $22M 1.4M 15.57
Exelis 5.9 $22M 1.1M 19.06
Chesapeake Energy Corporation 5.7 $21M 776k 27.14
Sears Holdings Corporation 5.6 $21M 424k 49.04
General Electric Company 5.5 $21M 732k 28.03
Motorola Solutions (MSI) 5.4 $20M 296k 67.50
Pengrowth Energy Corp 4.8 $18M 2.9M 6.20
BP (BP) 4.7 $18M 360k 48.61
H&R Block (HRB) 4.1 $16M 532k 29.04
Leidos Holdings (LDOS) 3.9 $14M 310k 46.49
Newmont Mining Corporation (NEM) 3.3 $12M 539k 23.03
Getty Realty (GTY) 3.0 $11M 616k 18.37
Silver Bay Rlty Tr 2.9 $11M 682k 15.99
CareFusion Corporation 2.4 $9.0M 227k 39.82
Itt 1.8 $6.7M 155k 43.42
Science App Int'l (SAIC) 1.6 $5.9M 177k 33.07
McDermott International 0.9 $3.5M 385k 9.16
Howard Hughes 0.8 $2.9M 24k 120.11
First American Financial (FAF) 0.7 $2.6M 93k 28.20
Post Holdings Inc Common (POST) 0.7 $2.4M 49k 49.28
New York Times Company (NYT) 0.6 $2.3M 147k 15.87
Cousins Properties 0.5 $2.0M 190k 10.30
Gannett 0.5 $1.8M 62k 29.59
Babcock & Wilcox 0.5 $1.7M 50k 34.18
MGIC Investment (MTG) 0.4 $1.5M 173k 8.44
Mbia (MBI) 0.4 $1.4M 117k 11.94
Blyth 0.4 $1.4M 127k 10.88
Popular (BPOP) 0.4 $1.4M 48k 28.72
Quality Systems 0.3 $1.2M 58k 21.06
Layne Christensen Company 0.2 $855k 50k 17.08
Allergan 0.1 $555k 5.0k 111.00
Barrick Gold Corp (GOLD) 0.1 $443k 25k 17.61
Kcg Holdings Inc Cl A 0.1 $466k 39k 11.96
Baker Hughes Incorporated 0.1 $420k 7.6k 55.26
ConocoPhillips (COP) 0.1 $283k 4.0k 70.75
Harvard Bioscience (HBIO) 0.1 $277k 59k 4.70
Midway Gold Corp 0.0 $107k 132k 0.81
Bank Of America Corp w exp 10/201 0.0 $95k 123k 0.77
Bank Of America Corporation warrant 0.0 $65k 10k 6.50
Sanofi Aventis Wi Conval Rt 0.0 $26k 76k 0.34