Harbor Island Capital LLC: 13F holdings
CIK 17305802026Q2
| Positions | 16 |
|---|
| Reported value | $375.6m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 16 (+0 vs prior quarter) |
|---|
| Reported value | $375.6m (+39.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 92,498 | $66.9m | 17.8% |
| LRCX LAM RESEARCH CORP | 148,878 | $64.5m | 17.2% |
| KLAC KLA CORP | 135,960 | $41.0m | 10.9% |
| WARNER BROS DISCOVERY INC | 927,890 | $24.7m | 6.6% |
| CSCO CISCO SYS INC | 205,951 | $24.2m | 6.4% |
| AAPL APPLE INC | 78,561 | $22.7m | 6.1% |
| WFC WELLS FARGO & CO | 254,192 | $21.0m | 5.6% |
| INTC INTEL CORP | 115,051 | $16.1m | 4.3% |
| MSFT MICROSOFT CORP | 40,824 | $15.2m | 4.1% |
| NKE NIKE INC | 361,489 | $14.8m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730580")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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