Fund HoldingsKNIGHTSBRIDGE ASSET MANAGEMENT, LLC

Total Portfolio Value
$431.63M
Total Bought
$43.43M
Total Sold
$68.88M
Net Transaction
-$25.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
UNITED AIRLS HLDGS INC(UAL)0147,373+147,373014,3103.32%+14,310
NICE LTD(NICE)029,715+29,71505,0471.17%+5,047
MARVELL TECHNOLOGY INC(MRVL)116,815111,409-5,4068,42512,3052.85%+3,880
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
491,108557,743+66,63525,28227,7146.42%+2,432
ISHARES TR32,122111,072+78,9501,0673,4920.81%+2,425
CHEGG INC01,276,420+1,276,42002,0550.48%+2,055
BITDEER TECHNOLOGIES GROUP(BTDR)092,513+92,51302,0050.46%+2,005
HUT 8 CORP(HUT)073,300+73,30001,5020.35%+1,502
AMAZON COM INC(AMZN)040,616+40,61608,9112.06%+8,911
APPLE INC(AAPL)79,08777,814-1,27318,42719,4864.51%+1,059
ALPHABET INC(GOOG)059,392+59,392011,2432.60%+11,243
VISA INC(V)28,57628,042-5347,8578,8622.05%+1,005
GENERAL MTRS CO(GM)0141,941+141,94107,5611.75%+7,561
ZUORA INC0817,010+817,01008,1051.88%+8,105
PLAYA HOTELS & RESORTS NV062,381+62,38107890.18%+789
WELLS FARGO CO NEW(WFC)4,2005,150+9505,3856,1511.42%+765
BLACKROCK INC(BLK)0719+71907370.17%+737
DIGIMARC CORP NEW
COM
019,113+19,11307160.17%+716
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
333,287340,857+7,57011,42811,7902.73%+362
BANK AMERICA CORP114,448111,458-2,9904,5414,8991.13%+357
BROADCOM INC(AVGO)3,9234,215+2926779770.23%+300
AMDOCS LTD(DOX)03,400+3,40002900.07%+290
MCKESSON CORP(MCK)03,259+3,25901,8570.43%+1,857
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
152,110154,976+2,8668,6058,8752.06%+271
EXXON MOBIL CORP02,436+2,43602620.06%+262
ISHARES BITCOIN TRUST ETF(IBIT)11,35012,357+1,0074106560.15%+245
TESLA INC(TSLA)1,3261,464+1383475910.14%+244
GAMBLING COM GROUP LIMITED
ORDINARY SHARES
69,41766,122-3,2956969310.22%+235
ALPHABET INC(GOOG)08,258+8,25801,5730.36%+1,573
NORTHROP GRUMMAN CORP(NOC)0477+47702240.05%+224
ABBVIE INC(ABBV)01,154+1,15402050.05%+205
KRANESHARES TRUST06,960+6,96002040.05%+204
CVB FINL CORP(CVBF)09,525+9,52502040.05%+204
ISHARES TR62,42964,500+2,0715,5035,7021.32%+199
ISHARES TR21,28221,463+1812,8072,9910.69%+184
ISHARES TR
CORE DIV GRWTH
155,815162,084+6,2699,7689,9422.30%+174
COSTCO WHSL CORP NEW(COST)5,8245,816-85,1635,3291.23%+166
NVIDIA CORPORATION(NVDA)6,0196,618+5997318890.21%+158
SPDR SER TR
ST STR P500ETF
362,669356,858-5,81124,48424,6025.70%+118
VANGUARD WORLD FD4,7764,821+451,5381,6560.38%+118
AMPHENOL CORP NEW028,981+28,98102,0130.47%+2,013
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
7,59610,232+2,6363444400.10%+96
META PLATFORMS INC(META)1,5571,678+1218919820.23%+91
BARNES GROUP INC17,73717,065-6727178060.19%+90
APOLLO GLOBAL MGMT INC(APO)2,1692,177+82713600.08%+89
UNILEVER PLC(UL)3,5335,079+1,5462302880.07%+58
ISHARES TR4,2774,289+122,4672,5250.59%+58
SERVICENOW INC(NOW)298302+42673200.07%+54
AMERICAN CENTY ETF TR27,01627,666+6501,4591,5040.35%+44
HOME DEPOT INC(HD)566701+1352292730.06%+43
KKR & CO INC(KKR)3,8253,669-1564995430.13%+43
SPDR SER TR
ST STR SP600 SML
56,23657,919+1,6832,5592,6020.60%+42
WALMART INC(WMT)02,910+2,91002630.06%+263
GOLDMAN SACHS GROUP INC(GS)527514-132612950.07%+34
OLD REP INTL CORP(ORI)71,10470,373-7312,5182,5470.59%+28
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)6,8467,196+3505285530.13%+25
GARMIN LTD(GRMN)5,3324,671-6619399630.22%+25
AUTOMATIC DATA PROCESSING IN1,3981,399+13874090.09%+23
VANGUARD INDEX FDS2,5562,567+117247440.17%+20
VANGUARD INDEX FDS1,2101,21006386520.15%+14
VANGUARD WORLD FD
INF TECH ETF
36036002112240.05%+13
THE BEAUTY HEALTH COMPANY81,48281,48201171300.03%+12
SONIC AUTOMOTIVE INC(SAH)3,8613,748-1132262370.06%+12
SPDR S&P 500 ETF TR(SPY)623627+43573670.09%+10
PARKER-HANNIFIN CORP(PH)1,0521,050-26656680.15%+3
BERKSHIRE HATHAWAY INC DEL2,1782,204+261,0029990.23%-3
MICROSOFT CORP(MSFT)010,791+10,79104,5481.05%+4,548
FIRST TR NASDAQ 100 TECH IND1,7001,70003253200.07%-5
BRIGHTSPIRE CAPITAL INC099,587+99,58705620.13%+562
TJX COS INC NEW(TJX)5,6375,437-2006636570.15%-6
SPROTT PHYSICAL GOLD & SILVE(CEF)8,6458,64502122050.05%-6
INGREDION INC(INGR)2,7502,684-663783690.09%-9
ACCENTURE PLC IRELAND
SHS CLASS A
2,0191,993-267147010.16%-12
NOVARTIS AG(NVS)3,3943,851+4573903750.09%-16
CHEVRON CORP NEW(CVX)2,3322,212-1203433200.07%-23
AMERICAN EXPRESS CO(AXP)3,4053,021-3849238960.21%-27
FIRST AMERN FINL CORP(FAF)7,5127,497-154964680.11%-28
CRANE COMPANY(CR)3,9553,901-546265920.14%-34
STARBUCKS CORP(SBUX)5,5455,550+55415060.12%-34
PROGRESSIVE CORP(PGR)1,1321,049-832872510.06%-36
VANECK MERK GOLD ETF(OUNZ)26,83024,955-1,8756816310.15%-50
WINMARK CORP(WINA)1,5131,342-1715795280.12%-52
INVESCO EXCH TRADED FD TR II
NASDAQ BIOTECH
29,30029,30006976310.15%-66
AMERICAN CENTY ETF TR53,40351,733-1,6705,0815,0141.16%-67
U HAUL HOLDING COMPANY6,5656,384-1815094410.10%-68
ELI LILLY & CO(LLY)798813+157076280.15%-79
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
45,25644,873-3831,3771,2840.30%-93
ISHARES TR8,0978,025-721,1791,0610.25%-118
FAIR ISAAC CORP(FICO)4,8714,695-1769,4679,3482.17%-119
GENERAL DYNAMICS CORP(GD)2,1181,966-1526405180.12%-122
INSPERITY INC(NSP)013,247+13,24701,0270.24%+1,027
ARES COML REAL ESTATE CORP97,81486,122-11,6926855070.12%-177
GOLDMAN SACHS ETF TR15,01212,602-2,4101,1639730.23%-190
CRANE NXT CO(CXT)3,6850-3,6852070-207
GLOBE LIFE INC1,9670-1,9672080-208
LOCKHEED MARTIN CORP(LMT)3680-3682150-215
UNITEDHEALTH GROUP INC(UNH)3810-3812230-223
CHECK POINT SOFTWARE TECH LT
ORD
1,1910-1,1912300-230
RYMAN HOSPITALITY PPTYS INC(RHP)43,92042,657-1,2634,7104,4511.03%-259
MAGNA INTL INC(MGA)166,648157,172-9,4766,8396,5681.52%-271
Page 1 of 1