Knightsbridge Asset Management as of Dec. 31, 2016
Portfolio Holdings for Knightsbridge Asset Management
Knightsbridge Asset Management holds 27 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American International (AIG) | 9.3 | $9.9M | 152k | 65.31 | |
| Bank of America Corporation (BAC) | 7.4 | $7.9M | 359k | 22.10 | |
| Apple (AAPL) | 7.3 | $7.8M | 67k | 115.82 | |
| Old Republic International Corporation (ORI) | 7.1 | $7.6M | 399k | 19.00 | |
| Berkshire Hathaway (BRK.B) | 6.8 | $7.3M | 45k | 162.99 | |
| Pbf Energy Inc cl a (PBF) | 6.5 | $7.0M | 252k | 27.88 | |
| Blackrock Res & Commodities Strategy Tr (BCX) | 6.4 | $6.9M | 834k | 8.27 | |
| American Express Company (AXP) | 5.5 | $5.9M | 80k | 74.07 | |
| Copart (CPRT) | 5.0 | $5.3M | 96k | 55.41 | |
| Thor Industries (THO) | 4.6 | $5.0M | 50k | 100.04 | |
| Science App Int'l (SAIC) | 4.6 | $4.9M | 58k | 84.80 | |
| Leidos Holdings (LDOS) | 4.4 | $4.7M | 92k | 51.14 | |
| Old Dominion Freight Line (ODFL) | 4.4 | $4.7M | 55k | 85.79 | |
| Seaboard Corporation (SEB) | 4.2 | $4.5M | 1.1k | 3952.13 | |
| Newmont Mining Corporation (NEM) | 4.2 | $4.5M | 132k | 34.07 | |
| Vectrus (VVX) | 3.3 | $3.6M | 150k | 23.85 | |
| Vareit, Inc reits | 3.2 | $3.4M | 401k | 8.46 | |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | 2.9 | $3.2M | 457k | 6.90 | |
| Howard Hughes | 0.7 | $733k | 6.4k | 114.14 | |
| Gabelli mutual funds - (GGZ) | 0.7 | $721k | 68k | 10.60 | |
| Morgan Stanley Emerging Markets Debt (MSD) | 0.4 | $456k | 50k | 9.09 | |
| Western Ast Clymr Infl Lkd Sc & Incm (WIA) | 0.3 | $363k | 32k | 11.48 | |
| First American Financial (FAF) | 0.3 | $292k | 8.0k | 36.66 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.3 | $295k | 8.7k | 33.95 | |
| Sears Holdings Corporation | 0.1 | $151k | 16k | 9.31 | |
| Sears Hldgs Corp *w exp 12/15/201 | 0.1 | $111k | 31k | 3.56 | |
| Emergent Cap | 0.1 | $71k | 58k | 1.22 |
