Harbor Island Capital LLC

Q1 2025 13F Holdings

  • Location
    topsfield, MA
  • Num holdings

    16

  • Value ($000)

    $201,901

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001730580
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Lam Research Corp

COM
512807306
$25.82M
13 %

355,120

AMAT
AMAT

Applied Materials Inc

COM
038222105
$25.36M
13 %

174,738

WFC
WFC

Wells Fargo & Company

COM
949746101
$19.78M
10 %

275,593

AAPL
AAPL

Apple Inc

COM
037833100
$18.77M
9 %

84,515

MSFT
MSFT

Microsoft Corp

COM
594918104
$15.49M
8 %

41,264

GATX
GATX

GATX Corp

COM
361448103
$14.01M
7 %

90,259

CSCO
CSCO

Cisco Systems Inc

COM
17275R102
$13.59M
7 %

220,279

WBD
WBD

Warner Bros. Discovey Inc.

COM
934423104
$11.31M
6 %

1,054,000

7HP
7HP

HP Inc

COM
40434L105
$10.73M
5 %

387,455

EXP
EXP

Eagle Materials Inc

COM
26969P108
$9.94M
5 %

44,771

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 16