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KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001332811
持仓数
262
前50大市值合计
$623.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 100 项
建仓 16
增持 44
减持 27
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
WFC
Wells Fargo & Company
-$13.1M
0
-100%
建仓
—
Change Healthcare Inc
+$6.5M
299,418
建仓
—
Pagseguro Digital Ltd
+$6.5M
324,946
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
TV
Grupo Televisa, S.A. ADR
+$6.4M
550,627
建仓
Z
Zillow Group Inc
+$6.0M
121,016
减持
PAYX
Paychex Inc
-$5.7M
2,058
-95%
建仓
SAH
Sonic Automotive Inc
+$4.9M
115,119
清仓
—
Twitter Inc
-$3.9M
0
-100%
增持
—
Cornerstone Building Brands, Inc.
+$3.9M
539,761
+2%
减持
NSP
Insperity Inc
-$3.8M
113,047
-12%
增持
HAL
Halliburton Company
+$3.1M
153,206
+31%
减持
KCCA
Kraneshares CA Carbon Allowance ETF
-$3.1M
899,926
-3%
减持
LKQ
LKQ Corp
-$2.5M
142,814
-4%
减持
—
Axalta Coating Systems Ltd.
-$2.5M
130,279
-24%
增持
KRBN
KraneShares Global Carbon ETF
+$2.1M
68,159
+225%
清仓
OIH
Vaneck Trust Oil Services ETF
-$2.1M
0
-100%
清仓
CTVA
Corteva Inc
-$2.0M
0
-100%
减持
—
Apollo Global Management Inc
-$1.9M
77,217
-16%
清仓
SEB
Seaboard Corp
-$1.4M
0
-100%
增持
IUSG
iShares Core US Growth ETF
+$1.3M
38,024
+64%
增持
BKD
Brookdale Senior Living Inc
+$1.3M
511,150
+15%
增持
OUNZ
Vaneck Merk Gold Trust
+$1.2M
152,115
+64%
减持
UHAL
Amerco
-$1.2M
7,337
-5%
增持
SPDW
SPDR Portfolio Developed World Ex US ETF
+$1.1M
201,125
+27%
增持
—
Origin Materials Inc
+$1.1M
1,012,669
+17%
增持
SPYM
SPDR Portfolio Large Cap ETF
+$931.0K
194,107
+16%
减持
VTI
Vanguard Total Stock Market ETF
-$832.0K
11,361
-20%
增持
MGK
Vanguard Mega Cap Growth Index ETF
+$755.0K
9,852
+64%
减持
RHP
Ryman Hospitality Properties Inc
-$732.0K
49,604
-14%
增持
GWRE
Guidewire Software Inc
-$710.0K
47,744
+4%
增持
—
Goldman Sachs Group Inc.
-$710.0K
14,591
+1%
减持
GOOGL
Alphabet Inc Cl A
-$690.0K
4,913
-1%
增持
NEM
Newmont Mining Corp
+$688.0K
39,445
+0%
清仓
META
Meta Platforms, Inc
-$587.0K
0
-100%
增持
IWR
iShares Russell Mid Cap ETF
+$586.0K
33,904
+37%
减持
FIZZ
National Beverage Co
-$564.0K
150,361
-4%
增持
SPEM
SPDR Portfolio Emerging Markets ETF
+$529.0K
110,044
+23%
减持
JQUA
JP Morgan US Qualty ETF
-$451.0K
111,236
-3%
减持
—
Bank of America Preferred Series L
-$445.0K
1,060
-17%
清仓
—
Betterware De Mexico SAB
-$430.0K
0
-100%
增持
BAC
Bank of America Corp
-$421.0K
128,913
+0%
建仓
VT
Vanguard Total World Stock ETF
+$412.0K
4,064
减持
FICO
Fair Isaac Corporation
+$383.0K
14,835
-2%
建仓
ADP
Automatic Data Processing
+$362.0K
1,589
减持
BRK/B
Berkshire Hathaway Inc. Cl B
-$361.0K
1,963
-44%
增持
CARS
Cars.com Inc
-$350.0K
528,100
+7%
建仓
AGG
iShares Core US Aggregate Bond ETF
+$321.0K
3,001
建仓
QQQ
PowerShares QQQ Trust, Series 1 ETF
+$297.0K
818
建仓
KHC
Kraft Heinz Co Com
+$294.0K
7,452
增持
IMXI
International Money Express Inc
+$275.0K
30,544
+38%
建仓
XSOE
Wisdomtree Emerging Market Ex State-Owned Enterpri
+$250.0K
7,648
建仓
UPS
United Parcel Service Inc.
+$248.0K
1,158
清仓
—
Garmin Ltd.
-$244.0K
0
-100%
清仓
TJX
TJX Co
-$240.0K
0
-100%
清仓
AOS
A. O. Smith Corp Com
-$219.0K
0
-100%
增持
—
Codere Online Luxembourg S.A.
+$218.0K
57,669
+370%
建仓
CVX
Chevron Corporation
+$216.0K
1,328
清仓
FIXD
First Trust TCW Opportunistic Fixed Income ETF
-$212.0K
0
-100%
增持
GSEW
Goldman Sachs Equal Weight US Large Cap Equity ETF
-$210.0K
49,610
+0%
清仓
MRVL
Marvell Techonolgy Group Ltd.
-$203.0K
0
-100%
清仓
INGR
Ingredion Inc
-$201.0K
0
-100%
增持
GDX
Market Vectors Gold Miners ETF
+$191.0K
18,194
+15%
减持
AMZN
Amazon.com Inc.
-$187.0K
2,022
-1%
减持
—
Vintage Wine Estates Inc
-$183.0K
59,345
-9%
增持
DGRO
iShares Core Dividend Growth ETF
-$181.0K
107,620
+1%
增持
APH
Amphenol Corporation
-$179.0K
15,023
+0%
增持
MCK
McKesson Corporation
+$169.0K
2,478
+4%
增持
DIBS
1stdibs.Com, Inc
-$157.0K
35,697
+1%
减持
SPSM
SPDR Portfolio Small Cap ETF
-$155.0K
35,791
-4%
增持
GEN
NortonLifeLock Inc
+$146.0K
253,436
+0%
减持
—
Blackrock Inc.
-$142.0K
426
-17%
建仓
PDSB
PDS Biotechnology Corp
+$136.0K
21,992
减持
ORI
Old Republic International Corp
-$133.0K
67,642
-12%
减持
—
Farmer Bros. Co
-$130.0K
57,683
-21%
减持
VOO
Vanguard S&P 500 ETF
-$127.0K
1,039
-19%
增持
SBUX
Starbucks Corp
-$120.0K
5,339
+3%
增持
—
Wells Fargo Preferred Series L
+$97.0K
825
+24%
增持
MSFT
Microsoft Corp
+$92.0K
9,032
+13%
增持
HCA
HCA Healthcare, Inc
-$91.0K
19,811
+1%
增持
GD
General Dynamics Corporation
+$78.0K
2,359
+0%
增持
—
Accenture Ltd.
+$74.0K
1,008
+57%
减持
IWM
iShares Russell 2000 ETF
-$65.0K
2,644
-3%
增持
AXP
American Express Company
+$64.0K
2,749
+0%
增持
—
Crane Co
+$55.0K
3,521
+10%
增持
HFRO
Highland Income Fund
+$50.0K
42,697
+2%
减持
NOW
Service Now Inc
-$50.0K
474
-2%
增持
GL
Globe Life Inc
+$44.0K
2,699
+11%
增持
—
Sierra Wireless Inc.
+$40.0K
80,008
+1%
减持
—
Westrock Co
+$39.0K
101,314
-5%
增持
C
Citigroup Inc.
-$34.0K
5,331
+1%
增持
—
Computer Task Group Inc
+$26.0K
31,484
+11%
增持
AAPL
Apple Inc
+$24.0K
81,831
+2%
增持
WINA
Winmark Corp
-$23.0K
1,267
+4%
增持
SCHW
Charles Schwab Corporation
+$22.0K
3,975
+7%
建仓
—
Neubase Therapeutics Inc
+$20.0K
10,523
减持
JNJ
Johnson & Johnson
+$17.0K
3,023
-0%
建仓
—
Infinity Pharmaceuticals Inc
+$14.0K
12,719
减持
NTRS
Northern Trust Corp
-$11.0K
1,821
-2%
增持
TSLA
Tesla Motors, Inc.
+$9.0K
208
+2%
增持
GOOG
Alphabet Inc Cl C
+$7.0K
357
+4%
