Holdings
Knightsbridge Asset Management, LLC
As of Jun 30, 2026, Knightsbridge Asset Management, LLC reported 273 positions worth US$722M. Largest: Apple Inc, Alphabet Inc (google) Class C and Sandisk Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 160K | US$44.9M | +79,845 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 125K | US$41.9M | +52,182 | Jun 30, 2026 |
| Sandisk Corporation | 37,829 | US$33.2M | +25,387 | Jun 30, 2026 |
| Centene Corporation | 560K | US$29.7M | +269K | Jun 30, 2026 |
| Microsoft Corp. | 60,774 | US$25.9M | +28,308 | Jun 30, 2026 |
| Amazon.com, Inc. | 98,615 | US$23.1M | +50,009 | Jun 30, 2026 |
| Western Digital Corporation | 95,779 | US$22.4M | +82,153 | Jun 30, 2026 |
| Tfi International Inc. | 137K | US$17.2M | +68,399 | Jun 30, 2026 |
| Nvidia Corporation | 82,601 | US$16.3M | +19,849 | Jun 30, 2026 |
| Hca Healthcare, Inc. | 34,981 | US$15M | +17,381 | Jun 30, 2026 |