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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 112 项
建仓 12
增持 56
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
CLS
CELESTICA INC
-$12.1M
86,040
-70%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$8.4M
116,815
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$8.2M
0
-100%
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。
清仓
BRC
BRADY CORP
-$8.1M
0
-100%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$7.9M
491,108
+43%
建仓
ARW
ARROW ELECTRS INC
+$7.5M
56,114
建仓
MGA
MAGNA INTL INC
+$6.8M
166,648
建仓
TXT
TEXTRON INC
+$6.6M
74,807
增持
KCCA
KRANESHARES TRUST
+$5.6M
698,342
+66%
清仓
—
SUPER MICRO COMPUTER INC
-$4.7M
0
-100%
清仓
KRBN
KRANESHARES TRUST
-$3.6M
0
-100%
增持
LDI
LOANDEPOT INC
+$3.5M
2,999,295
+6%
减持
—
SHARKNINJA INC
+$3.4M
113,132
-4%
减持
FICO
FAIR ISAAC CORP
+$2.2M
4,871
-1%
减持
DHI
D R HORTON INC
+$2.1M
45,815
-2%
增持
SPDW
SPDR INDEX SHS FDS
+$2.0M
551,398
+4%
增持
SPEM
SPDR INDEX SHS FDS
+$2.0M
406,033
+4%
增持
AAPL
APPLE INC
+$1.8M
79,087
+0%
增持
SPYM
SPDR SER TR
+$1.6M
362,669
+2%
减持
FFIV
F5 INC
+$1.6M
41,371
-5%
增持
HCA
HCA HEALTHCARE INC
+$1.6M
18,381
+1%
减持
LEN
LENNAR CORP
+$1.4M
42,412
-2%
减持
GOOGL
ALPHABET INC
-$1.2M
61,595
-2%
减持
GDX
VANECK ETF TRUST
+$1.2M
234,576
-3%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$1.2M
7,246
+0%
建仓
PFF
ISHARES TR
+$1.1M
32,122
增持
—
WELLS FARGO CO NEW
+$1.0M
4,200
+14%
增持
DGRO
ISHARES TR
+$938.4K
155,815
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$925.5K
333,287
+2%
增持
IEFA
ISHARES TR
+$888.8K
27,206
+60%
增持
—
AXALTA COATING SYS LTD
+$754.9K
203,206
+5%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$721.4K
152,110
+2%
增持
—
ZUORA INC
-$596.8K
826,130
+6%
增持
IWR
ISHARES TR
+$528.7K
62,429
+2%
增持
WCC
WESCO INTL INC
+$448.2K
41,338
+1%
增持
—
CHAMPIONX CORPORATION
-$447.4K
257,907
+4%
减持
GM
GENERAL MTRS CO
-$435.5K
146,589
-3%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$357.9K
45,256
+28%
增持
COST
COSTCO WHSL CORP NEW
+$336.8K
5,824
+3%
清仓
BX
BLACKSTONE INC
-$328.6K
0
-100%
减持
ORI
OLD REP INTL CORP
+$315.9K
71,104
-0%
减持
EEFT
EURONET WORLDWIDE INC
-$277.6K
39,044
-3%
增持
AMZN
AMAZON COM INC
-$274.4K
40,470
+0%
增持
MCK
MCKESSON CORP
-$256.8K
3,190
+2%
增持
SPSM
SPDR SER TR
+$247.3K
56,236
+1%
增持
NVDA
NVIDIA CORPORATION
+$235.6K
6,019
+50%
建仓
—
UNILEVER PLC
+$229.5K
3,533
建仓
HD
HOME DEPOT INC
+$229.3K
566
建仓
UNH
UNITEDHEALTH GROUP INC
+$222.6K
381
建仓
LMT
LOCKHEED MARTIN CORP
+$214.8K
368
减持
V
VISA INC
+$213.2K
28,576
-2%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$211.7K
8,645
建仓
GL
GLOBE LIFE INC
+$208.3K
1,967
增持
META
META PLATFORMS INC
+$200.6K
1,557
+14%
增持
OSK
OSHKOSH CORP
-$199.8K
61,882
+5%
增持
AVSC
AMERICAN CENTY ETF TR
+$170.2K
27,016
+5%
减持
GOOG
ALPHABET INC
-$165.2K
8,016
-2%
增持
ADBE
ADOBE INC
-$158.2K
4,264
+0%
增持
—
ACCENTURE PLC IRELAND
+$149.4K
2,019
+9%
增持
IUSG
ISHARES TR
+$146.4K
21,282
+2%
增持
AXP
AMERICAN EXPRESS CO
+$138.0K
3,405
+0%
减持
APH
AMPHENOL CORP NEW
-$136.4K
29,365
-3%
增持
—
BLACKROCK INC
+$130.7K
671
+4%
增持
SBUX
STARBUCKS CORP
+$127.0K
5,545
+4%
减持
—
GAMBLING COM GROUP LIMITED
+$121.4K
69,417
-1%
建仓
SKIN
THE BEAUTY HEALTH COMPANY
+$117.3K
81,482
增持
—
R1 RCM INC
+$116.9K
52,056
+5%
减持
AVUS
AMERICAN CENTY ETF TR
+$109.1K
53,403
-3%
增持
AVGO
BROADCOM INC
+$103.6K
3,923
+999%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$97.3K
2,178
-2%
减持
KKR
KKR & CO INC
+$95.8K
3,825
-0%
减持
PH
PARKER-HANNIFIN CORP
+$93.2K
1,052
-7%
增持
FAF
FIRST AMERN FINL CORP
+$90.6K
7,512
+0%
增持
VOO
VANGUARD INDEX FDS
+$89.8K
1,210
+10%
增持
OUNZ
VANECK MERK GOLD ETF
+$87.0K
26,830
+1%
增持
TSLA
TESLA INC
+$84.9K
1,326
+0%
增持
LLY
ELI LILLY & CO
+$72.4K
798
+14%
减持
DCH
AMERICAN AXLE & MFG HLDGS IN
-$72.3K
69,326
-3%
增持
ACRE
ARES COML REAL ESTATE CORP
+$71.7K
97,814
+6%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$70.4K
6,846
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$70.2K
11,350
+14%
减持
ALV
AUTOLIV INC
-$69.1K
3,115
-7%
减持
—
GARMIN LTD
+$65.3K
5,332
-1%
增持
MGK
VANGUARD WORLD FD
+$64.4K
4,776
+2%
增持
TJX
TJX COS INC NEW
+$59.6K
5,637
+3%
减持
INGR
INGREDION INC
+$56.1K
2,750
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$54.9K
1,398
+1%
增持
NVS
NOVARTIS AG
+$54.6K
3,394
+8%
增持
PGR
PROGRESSIVE CORP
+$54.2K
1,132
+1%
减持
WMT
WALMART INC
-$49.7K
2,821
-31%
增持
MSFT
MICROSOFT CORP
-$49.6K
10,581
+3%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$49.0K
7,596
+11%
减持
BRSP
BRIGHTSPIRE CAPITAL INC
-$37.5K
101,313
-5%
减持
WINA
WINMARK CORP
+$36.1K
1,513
-2%
增持
NOW
SERVICENOW INC
+$36.0K
298
+2%
减持
CR
CRANE COMPANY
+$35.5K
3,955
-3%
减持
VTI
VANGUARD INDEX FDS
+$35.4K
2,556
-1%
减持
—
BARNES GROUP INC
-$33.5K
17,737
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$29.8K
623
+3%
减持
GD
GENERAL DYNAMICS CORP
+$24.9K
2,118
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
+$24.2K
1,191
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$22.9K
527
+0%
减持
CXT
CRANE NXT CO
-$20.2K
3,685
-0%
增持
CVX
CHEVRON CORP NEW
+$15.5K
2,332
+11%
减持
—
PERRIGO CO PLC
+$14.8K
154,325
-2%
减持
BAC
BANK AMERICA CORP
-$14.1K
114,448
-0%
减持
NEWT
NEWTEKONE INC
-$12.9K
41,651
-2%
减持
SAH
SONIC AUTOMOTIVE INC
+$10.3K
3,861
-2%
减持
MSM
MSC INDL DIRECT INC
-$8.6K
3,938
-10%
减持
GSEW
GOLDMAN SACHS ETF TR
+$5.1K
15,012
-8%
减持
APO
APOLLO GLOBAL MGMT INC
+$2.9K
2,169
-4%
增持
HFRO
HIGHLAND OPPORTUNITIES
-$159
53,393
+2%
