KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

PrivateCIK: 1332811
Location

NEWPORT BEACH, CA

219
Positions
$620.86M
Total AUM (reported)
12.08M
Total Shares

Allocation by class

TOTAL AUM$620.86M219 positions
COM$220.37M35.5%
FLOATNG RAT TREA$93.64M15.1%
MBS ETF$34.44M5.5%
PORTFOLIO DEVLPD$33.89M5.5%
STATE STREET SPD$31.99M5.2%
PORTFOLIO EMG MK$20.33M3.3%
CAP STK CL A$17.28M2.8%

Portfolio Concentration

Top 326.1%4–1021.0%11–2520.3%Rest32.5%TOP 1047.1%0%100%
Top 3$161.97M26.1%
4–10$130.56M21.0%
11–25$126.29M20.3%
Rest$202.04M32.5%

Top 3 weight

26.1%

Top 10 weight

47.1%

Voting Authority Distribution

Total shares with voting rights: 12.08M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

12.08M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole219
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings219
Rows:

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares1.86M
TypeSH
Market value$93.64M
15.08%
Sole
0.00
Shared
0.00
None
1.86M

SIMPLIFY EXCHANGE TRADED FUN

SOLE
MBS ETF
Shares683.20K
TypeSH
Market value$34.44M
5.55%
Sole
0.00
Shared
0.00
None
683.20K

SPDR INDEX SHS FDS

SOLE
PORTFOLIO DEVLPD
Shares763.02K
TypeSH
Market value$33.89M
5.46%
Sole
0.00
Shared
0.00
None
763.02K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares348.58K
TypeSH
Market value$27.96M
4.50%
Sole
0.00
Shared
0.00
None
348.58K

APPLE INC

SOLE
COM
Shares80.73K
TypeSH
Market value$21.95M
3.54%
Sole
0.00
Shared
0.00
None
80.73K

SPDR INDEX SHS FDS

SOLE
PORTFOLIO EMG MK
Shares434.21K
TypeSH
Market value$20.33M
3.27%
Sole
0.00
Shared
0.00
None
434.21K

ALPHABET INC

SOLE
CAP STK CL A
Shares55.22K
TypeSH
Market value$17.28M
2.78%
Sole
0.00
Shared
0.00
None
55.22K

J P MORGAN EXCHANGE TRADED F

SOLE
US QUALTY FCTR
Shares231.14K
TypeSH
Market value$14.60M
2.35%
Sole
0.00
Shared
0.00
None
231.14K

KRANESHARES TRUST

SOLE
CALIFORNIA CARB
Shares851.93K
TypeSH
Market value$14.32M
2.31%
Sole
0.00
Shared
0.00
None
851.93K

MICROSOFT CORP

SOLE
COM
Shares29.20K
TypeSH
Market value$14.12M
2.27%
Sole
0.00
Shared
0.00
None
29.20K

WESTERN DIGITAL CORP

SOLE
COM
Shares72.42K
TypeSH
Market value$12.48M
2.01%
Sole
0.00
Shared
0.00
None
72.42K

AMAZON COM INC

SOLE
COM
Shares49.21K
TypeSH
Market value$11.36M
1.83%
Sole
0.00
Shared
0.00
None
49.21K

CENTENE CORP DEL

SOLE
COM
Shares270.43K
TypeSH
Market value$11.13M
1.79%
Sole
0.00
Shared
0.00
None
270.43K

ISHARES TR

SOLE
CORE DIV GRWTH
Shares154.74K
TypeSH
Market value$10.74M
1.73%
Sole
0.00
Shared
0.00
None
154.74K

SILICON MOTION TECHNOLOGY CO

SOLE
SPONSORED ADR
Shares102.73K
TypeSH
Market value$9.52M
1.53%
Sole
0.00
Shared
0.00
None
102.73K

HCA HEALTHCARE INC

SOLE
COM
Shares17.56K
TypeSH
Market value$8.20M
1.32%
Sole
0.00
Shared
0.00
None
17.56K

LIBERTY ENERGY INC

SOLE
COM CL A
Shares439.34K
TypeSH
Market value$8.11M
1.31%
Sole
0.00
Shared
0.00
None
439.34K

POST HLDGS INC

SOLE
COM
Shares78.49K
TypeSH
Market value$7.77M
1.25%
Sole
0.00
Shared
0.00
None
78.49K

NAVIENT CORPORATION

SOLE
COM
Shares546.30K
TypeSH
Market value$7.10M
1.14%
Sole
0.00
Shared
0.00
None
546.30K

VANGUARD WORLD FD

SOLE
MEGA GRWTH IND
Shares17.13K
TypeSH
Market value$7.07M
1.14%
Sole
0.00
Shared
0.00
None
17.13K

FAIR ISAAC CORP

SOLE
COM
Shares4.15K
TypeSH
Market value$7.01M
1.13%
Sole
0.00
Shared
0.00
None
4.15K

GARTNER INC

SOLE
COM
Shares27.66K
TypeSH
Market value$6.98M
1.12%
Sole
0.00
Shared
0.00
None
27.66K

MAGNA INTL INC

SOLE
COM
Shares122.93K
TypeSH
Market value$6.55M
1.06%
Sole
0.00
Shared
0.00
None
122.93K

SANDISK CORP

SOLE
COM
Shares25.96K
TypeSH
Market value$6.16M
0.99%
Sole
0.00
Shared
0.00
None
25.96K

CORPAY INC

SOLE
COM SHS
Shares20.28K
TypeSH
Market value$6.10M
0.98%
Sole
0.00
Shared
0.00
None
20.28K
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