Knightsbridge Asset Management as of Dec. 31, 2018
Portfolio Holdings for Knightsbridge Asset Management
Knightsbridge Asset Management holds 31 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 10.8 | $15M | 72k | 204.17 | |
Hca Holdings (HCA) | 9.7 | $13M | 106k | 124.45 | |
Discovery Communications | 6.9 | $9.4M | 408k | 23.08 | |
Old Republic International Corporation (ORI) | 6.1 | $8.3M | 403k | 20.57 | |
Seaboard Corporation (SEB) | 6.1 | $8.3M | 2.3k | 3537.84 | |
American Express Company (AXP) | 5.8 | $7.8M | 82k | 95.32 | |
Apple (AAPL) | 5.2 | $7.1M | 45k | 157.75 | |
Perspecta | 5.2 | $7.1M | 410k | 17.22 | |
Newmont Mining Corporation (NEM) | 5.1 | $6.9M | 200k | 34.65 | |
Seritage Growth Pptys Cl A (SRG) | 5.0 | $6.8M | 210k | 32.33 | |
Now (DNOW) | 4.3 | $5.9M | 505k | 11.64 | |
PG&E Corporation (PCG) | 3.7 | $5.0M | 211k | 23.75 | |
REPCOM cla | 3.5 | $4.8M | 80k | 59.86 | |
Vistaoutdoor (VSTO) | 3.5 | $4.7M | 414k | 11.35 | |
McKesson Corporation (MCK) | 3.0 | $4.1M | 37k | 110.46 | |
Delphi Automotive Inc international (APTV) | 2.8 | $3.9M | 63k | 61.56 | |
Bank of America Corporation (BAC) | 2.5 | $3.4M | 140k | 24.64 | |
Cardinal Health (CAH) | 2.5 | $3.4M | 77k | 44.61 | |
Lear Corporation (LEA) | 2.3 | $3.1M | 25k | 122.87 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 1.7 | $2.3M | 77k | 30.14 | |
Bank Of America Corporation preferred (BAC.PL) | 1.1 | $1.5M | 1.2k | 1252.89 | |
Science App Int'l (SAIC) | 1.0 | $1.3M | 21k | 63.69 | |
Schwab Strategic Tr 0 (SCHP) | 0.6 | $793k | 15k | 53.28 | |
Ciner Res | 0.4 | $538k | 25k | 21.43 | |
First American Financial (FAF) | 0.2 | $344k | 7.7k | 44.68 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $303k | 1.2k | 250.00 | |
Western Ast Clymr Infl Lkd Sc & Incm (WIA) | 0.2 | $303k | 29k | 10.60 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $287k | 2.6k | 109.33 | |
Mrc Global Inc cmn (MRC) | 0.1 | $130k | 11k | 12.25 | |
Gabelli mutual funds - (GGZ) | 0.1 | $142k | 15k | 9.78 | |
Sears Hldgs Corp *w exp 12/15/201 | 0.0 | $1.1k | 28k | 0.04 |