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Harbor Island Capital LLC

Q1 2026 13F Holdings

  • Location
    topsfield, MA
  • Num holdings

    16

  • Value ($000)

    $269,176

  • Date Filed
    05/12/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMAT

APPLIED MATLS INC

COM
038222105
$40.35M
15 %

118,062

---

LAM RESEARCH CORP

COM NEW
512807306
$34.14M
13 %

159,785

W
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$26.67M
10 %

971,270

W
WFC

WELLS FARGO & CO

COM
949746101
$20.24M
8 %

254,192

K
KLAC

KLA CORP

COM NEW
482480100
$20.02M
7 %

13,596

A
AAPL

APPLE INC

COM
037833100
$19.94M
7 %

78,561

C
CSCO

CISCO SYS INC

COM
17275R102
$15.98M
6 %

205,951

M
MSFT

MICROSOFT CORP

COM
594918104
$14.26M
5 %

38,524

G
GATX

GATX CORP

COM
361448103
$14.24M
5 %

83,396

C
CMCSA

COMCAST CORP NEW

CL A
20030N101
$13.79M
5 %

480,401

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