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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 130 项
建仓 18
增持 39
减持 63
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
ZUORA INC
-$8.1M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$5.7M
106,745
-4%
清仓
FFIV
F5 INC
-$4.8M
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。
减持
UAL
UNITED AIRLS HLDGS INC
-$4.2M
146,086
-1%
建仓
WDC
WESTERN DIGITAL CORP
+$3.9M
96,008
减持
AVUS
AMERICAN CENTY ETF TR
-$3.0M
22,309
-57%
减持
GOOGL
ALPHABET INC
-$2.6M
55,744
-6%
增持
LDI
LOANDEPOT INC
-$2.6M
3,105,873
+1%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$2.1M
2,390
-23%
增持
AAPL
APPLE INC
-$2.1M
78,273
+1%
增持
PFF
ISHARES TR
+$2.0M
179,124
+61%
清仓
CLS
CELESTICA INC
-$2.0M
0
-100%
减持
—
SHARKNINJA INC
-$1.9M
105,411
-4%
减持
MGA
MAGNA INTL INC
-$1.5M
147,767
-6%
建仓
SNDK
SANDISK CORP
+$1.5M
32,043
减持
—
BITDEER TECHNOLOGIES GROUP
-$1.5M
62,396
-33%
建仓
IEUR
ISHARES TR
+$1.4M
23,491
减持
FICO
FAIR ISAAC CORP
-$1.4M
4,304
-8%
减持
CHGG
CHEGG INC
-$1.4M
1,069,626
-16%
增持
KCCA
KRANESHARES TRUST
-$1.3M
694,485
+6%
减持
SPYM
SPDR SER TR
-$1.3M
353,686
-1%
减持
SPDW
SPDR INDEX SHS FDS
+$1.3M
576,824
-0%
减持
LEN
LENNAR CORP
-$1.3M
37,781
-8%
减持
GDX
VANECK ETF TRUST
+$1.2M
114,112
-3%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$936.8K
571,421
+2%
减持
GM
GENERAL MTRS CO
-$928.4K
141,034
-1%
减持
HUT
HUT 8 CORP
-$906.6K
51,231
-30%
减持
DHI
D R HORTON INC
-$887.6K
41,614
-6%
增持
AMZN
AMAZON COM INC
-$872.6K
42,248
+4%
减持
RHP
RYMAN HOSPITALITY PPTYS INC
-$821.8K
39,688
-7%
清仓
—
BARNES GROUP INC
-$806.5K
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
清仓
—
PLAYA HOTELS & RESORTS NV
-$789.1K
0
-100%
减持
NICE
NICE LTD
-$685.3K
28,290
-5%
减持
HCA
HCA HEALTHCARE INC
+$666.3K
17,875
-3%
减持
—
AXALTA COATING SYS LTD
-$657.8K
184,230
-7%
增持
SPEM
SPDR INDEX SHS FDS
+$646.8K
425,894
+1%
减持
UHAL/B
U HAUL HOLDING COMPANY
-$621.8K
51,645
-10%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$561.7K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$545.4K
340,856
-0%
减持
—
DIGIMARC CORP NEW
-$545.3K
13,300
-30%
减持
ARW
ARROW ELECTRS INC
-$530.9K
47,577
-2%
减持
GSEW
GOLDMAN SACHS ETF TR
-$508.7K
6,108
-52%
减持
—
CHAMPIONX CORPORATION
+$450.4K
244,079
-3%
建仓
JNJ
JOHNSON & JOHNSON
+$447.1K
2,696
增持
IEFA
ISHARES TR
+$438.1K
16,119
+45%
减持
TXT
TEXTRON INC
-$421.4K
68,925
-2%
减持
IWR
ISHARES TR
-$404.6K
62,269
-3%
增持
—
WELLS FARGO CO NEW
+$400.9K
5,456
+6%
减持
IUSG
ISHARES TR
-$382.7K
20,524
-4%
减持
V
VISA INC
+$368.6K
26,339
-6%
增持
MCK
MCKESSON CORP
+$363.1K
3,299
+1%
建仓
JPM
JPMORGAN CHASE & CO.
+$347.3K
1,416
减持
SPSM
SPDR SER TR
-$341.7K
55,447
-4%
增持
NVDA
NVIDIA CORPORATION
+$338.6K
11,324
+71%
增持
META
META PLATFORMS INC
+$337.2K
2,289
+36%
建仓
UNH
UNITEDHEALTH GROUP INC
+$314.7K
601
减持
BAC
BANK AMERICA CORP
-$313.0K
109,887
-1%
建仓
GE
GE AEROSPACE
+$312.2K
1,560
建仓
MCD
MCDONALDS CORP
+$289.3K
926
建仓
GL
GLOBE LIFE INC
+$262.7K
1,995
建仓
TRV
TRAVELERS COMPANIES INC
+$243.1K
919
增持
CVX
CHEVRON CORP NEW
+$239.0K
3,344
+51%
建仓
GLD
SPDR GOLD TR
+$237.1K
823
建仓
LMT
LOCKHEED MARTIN CORP
+$236.4K
529
减持
NEM
NEWMONT CORP
+$234.8K
34,037
-10%
建仓
CME
CME GROUP INC
+$232.9K
878
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$230.1K
14,986
-12%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$228.1K
1,001
清仓
NOC
NORTHROP GRUMMAN CORP
-$223.9K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$223.8K
0
-100%
建仓
AGI
ALAMOS GOLD INC NEW
+$218.4K
8,169
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$216.9K
2,283
+4%
建仓
AEM
AGNICO EAGLE MINES LTD
+$213.6K
1,971
减持
IBB
ISHARES TR
-$205.3K
6,690
-17%
清仓
KRBN
KRANESHARES TRUST
-$204.0K
0
-100%
清仓
CVBF
CVB FINL CORP
-$203.9K
0
-100%
建仓
RTX
RTX CORPORATION
+$202.6K
1,530
增持
COST
COSTCO WHSL CORP NEW
+$195.1K
5,841
+0%
增持
HD
HOME DEPOT INC
+$189.5K
1,261
+80%
增持
GOOG
ALPHABET INC
-$185.8K
8,877
+7%
增持
MSFT
MICROSOFT CORP
-$183.6K
11,627
+8%
增持
OUNZ
VANECK MERK GOLD ETF
+$177.5K
26,838
+8%
增持
ABBV
ABBVIE INC
+$174.2K
1,810
+57%
减持
MGK
VANGUARD WORLD FD
-$171.8K
4,804
-0%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$170.2K
154,157
-1%
减持
—
GAMBLING COM GROUP LIMITED
-$153.3K
61,627
-7%
减持
ACRE
ARES COML REAL ESTATE CORP
-$148.1K
77,567
-10%
减持
KKR
KKR & CO INC
-$147.2K
3,421
-7%
增持
—
EXXON MOBIL CORP
+$145.2K
3,424
+41%
增持
AVGO
BROADCOM INC
-$142.9K
4,982
+18%
增持
DGRO
ISHARES TR
+$127.0K
162,985
+1%
增持
TSLA
TESLA INC
-$126.0K
1,795
+23%
增持
PGR
PROGRESSIVE CORP
+$123.5K
1,325
+26%
减持
IVV
ISHARES TR
-$121.8K
4,277
-0%
减持
—
ACCENTURE PLC IRELAND
-$118.6K
1,867
-6%
减持
WINA
WINMARK CORP
-$116.4K
1,294
-4%
增持
LLY
ELI LILLY & CO
+$113.7K
898
+10%
减持
NSP
INSPERITY INC
+$113.0K
12,774
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$109.7K
740
+44%
增持
ADBE
ADOBE INC
-$106.8K
4,670
+9%
增持
AVSC
AMERICAN CENTY ETF TR
-$98.6K
29,036
+5%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$97.2K
7,813
-24%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$97.0K
46,967
+5%
减持
APO
APOLLO GLOBAL MGMT INC
-$68.4K
2,126
-2%
增持
—
GARMIN LTD
+$67.9K
4,750
+2%
减持
BLK
BLACKROCK INC
-$58.7K
716
-0%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$51.2K
6,565
-9%
减持
VOO
VANGUARD INDEX FDS
-$49.0K
1,174
-3%
增持
APH
AMPHENOL CORP NEW
-$47.7K
29,959
+3%
减持
—
AMDOCS LTD
-$46.5K
2,655
-22%
减持
VTI
VANGUARD INDEX FDS
-$44.3K
2,545
-1%
减持
UHAL
U HAUL HOLDING COMPANY
-$43.0K
6,091
-5%
增持
FAF
FIRST AMERN FINL CORP
+$42.4K
7,778
+4%
增持
NOW
SERVICENOW INC
+$39.7K
452
+50%
减持
NVS
NOVARTIS AG
+$34.8K
3,674
-5%
增持
WMT
WALMART INC
+$33.8K
3,380
+16%
减持
PH
PARKER-HANNIFIN CORP
-$32.3K
1,045
-0%
减持
INGR
INGREDION INC
-$29.4K
2,513
-6%
减持
SAH
SONIC AUTOMOTIVE INC
-$27.0K
3,693
-1%
减持
SBUX
STARBUCKS CORP
+$22.4K
5,391
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$21.5K
1,410
+1%
增持
SKIN
THE BEAUTY HEALTH COMPANY
-$20.3K
81,504
+0%
减持
TJX
TJX COS INC NEW
-$17.8K
5,247
-3%
增持
AXP
AMERICAN EXPRESS CO
+$9.1K
3,366
+11%
减持
—
UNILEVER PLC
-$3.8K
4,772
-6%
增持
OSK
OSHKOSH CORP
-$3.5K
58,288
+1%
减持
CR
CRANE COMPANY
+$3.3K
3,886
-0%
减持
GD
GENERAL DYNAMICS CORP
-$1.7K
1,894
-4%
减持
ORI
OLD REP INTL CORP
-$97
64,934
-8%
