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Portfolio (Quarterly) Guide ↗

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

· CIK 0001332811
13F Portfolio $762M AUM 303 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 303 New
Page 16 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SKIN SKINHEALTH SYSTEMS INC Consumer Defensive 75,250.0 $52K 0.01% NEW $0.69 -5.7%
302 ALIT ALIGHT INC Technology 20,998.0 $12K 0.00% NEW $11.20 +27.0%
303 BYND BEYOND MEAT INC Consumer Defensive 12,850.0 $10K 0.00% NEW $0.75 +1869.2%
Page 16 of 16  ·  303 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.2%
Healthcare 11.0%
Financial Services 9.3%
Industrials 8.7%
Communication Services 5.8%
Consumer Cyclical 5.2%
Consumer Defensive 3.9%
Basic Materials 3.2%
Energy 2.8%
Real Estate 1.8%