KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

PrivateCIK: 1332811
Location

NEWPORT BEACH, CA

228
Positions
$711.36M
Total AUM (reported)
13.64M
Total Shares

Allocation by class

TOTAL AUM$711.36M228 positions
COM$235.61M33.1%
FLOATNG RAT TREA$155.99M21.9%
MBS ETF$34.44M4.8%
PORTFOLIO DEVLPD$33.89M4.8%
STATE STREET SPD$31.99M4.5%
PORTFOLIO EMG MK$20.33M2.9%
CAP STK CL A$17.28M2.4%

Portfolio Concentration

Top 331.5%4–1018.7%11–2519.2%Rest30.6%TOP 1050.2%0%100%
Top 3$224.31M31.5%
4–10$132.76M18.7%
11–25$136.49M19.2%
Rest$217.79M30.6%

Top 3 weight

31.5%

Top 10 weight

50.2%

Voting Authority Distribution

Total shares with voting rights: 13.64M

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

13.64M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole228
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings228
Rows:

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares3.10M
TypeSH
Market value$155.99M
21.93%
Sole
0.00
Shared
0.00
None
3.10M

SIMPLIFY EXCHANGE TRADED FUN

SOLE
MBS ETF
Shares683.20K
TypeSH
Market value$34.44M
4.84%
Sole
0.00
Shared
0.00
None
683.20K

SPDR INDEX SHS FDS

SOLE
PORTFOLIO DEVLPD
Shares763.02K
TypeSH
Market value$33.89M
4.76%
Sole
0.00
Shared
0.00
None
763.02K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares348.58K
TypeSH
Market value$27.96M
3.93%
Sole
0.00
Shared
0.00
None
348.58K

APPLE INC

SOLE
COM
Shares80.75K
TypeSH
Market value$21.95M
3.09%
Sole
0.00
Shared
0.00
None
80.75K

SPDR INDEX SHS FDS

SOLE
PORTFOLIO EMG MK
Shares434.21K
TypeSH
Market value$20.33M
2.86%
Sole
0.00
Shared
0.00
None
434.21K

ALPHABET INC

SOLE
CAP STK CL A
Shares55.22K
TypeSH
Market value$17.28M
2.43%
Sole
0.00
Shared
0.00
None
55.22K

WESTERN DIGITAL CORP

SOLE
COM
Shares86.04K
TypeSH
Market value$16.16M
2.27%
Sole
0.00
Shared
0.00
None
86.04K

J P MORGAN EXCHANGE TRADED F

SOLE
US QUALTY FCTR
Shares231.14K
TypeSH
Market value$14.60M
2.05%
Sole
0.00
Shared
0.00
None
231.14K

VANGUARD WORLD FD

SOLE
MEGA GRWTH IND
Shares37.29K
TypeSH
Market value$14.48M
2.04%
Sole
0.00
Shared
0.00
None
37.29K

KRANESHARES TRUST

SOLE
CALIFORNIA CARB
Shares851.93K
TypeSH
Market value$14.32M
2.01%
Sole
0.00
Shared
0.00
None
851.93K

MICROSOFT CORP

SOLE
COM
Shares29.20K
TypeSH
Market value$14.12M
1.99%
Sole
0.00
Shared
0.00
None
29.20K

AMAZON COM INC

SOLE
COM
Shares49.22K
TypeSH
Market value$11.36M
1.60%
Sole
0.00
Shared
0.00
None
49.22K

CENTENE CORP DEL

SOLE
COM
Shares270.43K
TypeSH
Market value$11.13M
1.56%
Sole
0.00
Shared
0.00
None
270.43K

ISHARES TR

SOLE
CORE DIV GRWTH
Shares154.74K
TypeSH
Market value$10.74M
1.51%
Sole
0.00
Shared
0.00
None
154.74K

SILICON MOTION TECHNOLOGY CO

SOLE
SPONSORED ADR
Shares102.73K
TypeSH
Market value$9.52M
1.34%
Sole
0.00
Shared
0.00
None
102.73K

HCA HEALTHCARE INC

SOLE
COM
Shares17.57K
TypeSH
Market value$8.20M
1.15%
Sole
0.00
Shared
0.00
None
17.57K

LIBERTY ENERGY INC

SOLE
COM CL A
Shares439.34K
TypeSH
Market value$8.11M
1.14%
Sole
0.00
Shared
0.00
None
439.34K

POST HLDGS INC

SOLE
COM
Shares78.49K
TypeSH
Market value$7.77M
1.09%
Sole
0.00
Shared
0.00
None
78.49K

TRANSFORCE INC

SOLE
COM
Shares68.17K
TypeSH
Market value$7.41M
1.04%
Sole
0.00
Shared
0.00
None
68.17K

NAVIENT CORPORATION

SOLE
COM
Shares546.30K
TypeSH
Market value$7.10M
1.00%
Sole
0.00
Shared
0.00
None
546.30K

FAIR ISAAC CORP

SOLE
COM
Shares4.15K
TypeSH
Market value$7.01M
0.99%
Sole
0.00
Shared
0.00
None
4.15K

GARTNER INC

SOLE
COM
Shares27.66K
TypeSH
Market value$6.98M
0.98%
Sole
0.00
Shared
0.00
None
27.66K

MAGNA INTL INC

SOLE
COM
Shares122.93K
TypeSH
Market value$6.55M
0.92%
Sole
0.00
Shared
0.00
None
122.93K

SANDISK CORP

SOLE
COM
Shares25.96K
TypeSH
Market value$6.16M
0.87%
Sole
0.00
Shared
0.00
None
25.96K
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