Knightsbridge Asset Management

Knightsbridge Asset Management as of Sept. 30, 2019

Portfolio Holdings for Knightsbridge Asset Management

Knightsbridge Asset Management holds 29 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Seaboard Corporation (SEB) 9.1 $12M 2.7k 4374.86
Berkshire Hathaway (BRK.B) 8.3 $11M 51k 208.02
Discovery Communications 7.5 $9.6M 389k 24.62
American Express Company (AXP) 7.4 $9.4M 80k 118.28
McKesson Corporation (MCK) 7.3 $9.3M 68k 136.66
Old Republic International Corporation (ORI) 7.0 $8.9M 376k 23.57
Apple (AAPL) 6.5 $8.3M 37k 223.97
Newmont Mining Corporation (NEM) 5.7 $7.3M 193k 37.92
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 5.6 $7.2M 4.7k 1522.59
Perspecta 5.5 $7.0M 267k 26.12
REPCOM cla 5.2 $6.6M 117k 56.23
Hca Holdings (HCA) 4.6 $5.9M 49k 120.43
Dxc Technology (DXC) 3.6 $4.6M 158k 29.50
Quanta Services (PWR) 3.2 $4.1M 109k 37.80
Bank of America Corporation (BAC) 3.0 $3.8M 130k 29.17
Liberty Interactive Corp (QRTEA) 2.1 $2.7M 262k 10.32
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 2.0 $2.5M 81k 30.85
Bank Of America Corporation preferred (BAC.PL) 1.4 $1.8M 1.2k 1499.18
Science App Int'l (SAIC) 1.4 $1.7M 20k 87.33
Seritage Growth Pptys Cl A (SRG) 1.4 $1.7M 41k 42.49
Schwab Strategic Tr 0 (SCHP) 0.6 $703k 12k 56.78
First American Financial (FAF) 0.3 $425k 7.2k 59.03
Ciner Res 0.2 $318k 17k 18.49
iShares Barclays TIPS Bond Fund (TIP) 0.2 $305k 2.6k 116.19
Western Ast Clymr Infl Lkd Sc & Incm (WIA) 0.2 $270k 23k 11.59
iShares S&P 500 Index (IVV) 0.2 $239k 800.00 298.75
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.2 $212k 2.4k 87.46
Gabelli mutual funds - (GGZ) 0.1 $126k 11k 11.13
Sears Hldgs Corp *w exp 12/15/201 0.0 $4.0k 26k 0.15