Universe · entity
Harbor Island Capital LLC
Institutional manager (13F) · CIK 1730580
13F holdings · as of 2026-03-31 · top 16 · reported portfolio $269M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLIED MATLS INC | $40M | 118,062 |
| 2 | LAM RESEARCH CORP | $34M | 159,785 |
| 3 | WARNER BROS DISCOVERY INC | $27M | 971,270 |
| 4 | WELLS FARGO & CO | $20M | 254,192 |
| 5 | KLA CORP | $20M | 13,596 |
| 6 | APPLE INC | $20M | 78,561 |
| 7 | CISCO SYS INC | $16M | 205,951 |
| 8 | MICROSOFT CORP | $14M | 38,524 |
| 9 | GATX CORP | $14M | 83,396 |
| 10 | COMCAST CORP NEW | $14M | 480,401 |
| 11 | NIKE INC | $13M | 242,915 |
| 12 | EAGLE MATLS INC | $11M | 59,157 |
| 13 | VERSANT MEDIA GROUP INC | $8M | 206,420 |
| 14 | BANK AMERICA CORP | $7M | 145,981 |
| 15 | HP INC | $6M | 295,406 |
| 16 | INTEL CORP | $5M | 115,051 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.