Knightsbridge Asset Management

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