Knightsbridge Asset Management

Knightsbridge Asset Management as of Dec. 31, 2019

Portfolio Holdings for Knightsbridge Asset Management

Knightsbridge Asset Management holds 28 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Discovery Communications 9.1 $12M 390k 30.49
Berkshire Hathaway (BRK.B) 8.8 $12M 51k 226.51
Seaboard Corporation (SEB) 8.7 $11M 2.7k 4250.47
American Express Company (AXP) 7.6 $10M 80k 124.50
McKesson Corporation (MCK) 7.2 $9.4M 68k 138.32
Old Republic International Corporation (ORI) 6.5 $8.5M 378k 22.37
Apple (AAPL) 6.5 $8.4M 29k 293.66
Newmont Mining Corporation (NEM) 6.4 $8.4M 193k 43.45
Hca Holdings (HCA) 5.5 $7.2M 49k 147.81
Perspecta 5.4 $7.1M 268k 26.44
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 5.2 $6.9M 4.7k 1449.92
Dxc Technology (DXC) 4.5 $5.9M 157k 37.59
Quanta Services (PWR) 3.6 $4.7M 117k 40.71
Bank of America Corporation (BAC) 3.5 $4.5M 129k 35.22
Joyy Inc Spon Ads Each Rep 20 Ord Shs Cl A (YY) 3.0 $3.9M 73k 52.78
Liberty Interactive Corp (QRTEA) 2.1 $2.7M 323k 8.43
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.6 $2.1M 67k 30.85
Bank Of America Corporation preferred (BAC.PL) 1.3 $1.7M 1.2k 1449.05
Science App Int'l (SAIC) 1.3 $1.7M 20k 87.04
Schwab Strategic Tr 0 (SCHP) 0.5 $700k 12k 56.65
First American Financial (FAF) 0.3 $406k 7.0k 58.25
iShares Barclays TIPS Bond Fund (TIP) 0.2 $306k 2.6k 116.57
Seritage Growth Pptys Cl A (SRG) 0.2 $295k 7.4k 40.14
Ciner Res 0.2 $298k 17k 17.33
Western Ast Clymr Infl Lkd Sc & Incm (WIA) 0.2 $276k 23k 12.16
iShares S&P 500 Index (IVV) 0.2 $255k 790.00 322.78
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.2 $243k 2.4k 100.25
Gabelli mutual funds - (GGZ) 0.1 $129k 11k 11.88