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Harbor Island Capital LLC

Q2 2026 13F Holdings

  • Location
    topsfield, MA
  • Num holdings

    16

  • Value ($000)

    $375,554

  • Date Filed
    07/30/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMAT

APPLIED MATLS INC

COM
038222105
$66.88M
18 %

92,498

---

LAM RESEARCH CORP

COM NEW
512807306
$64.51M
17 %

148,878

K
KLAC

KLA CORP

COM NEW
482480100
$41.02M
11 %

135,960

W
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$24.74M
7 %

927,890

C
CSCO

CISCO SYS INC

COM
17275R102
$24.19M
6 %

205,951

A
AAPL

APPLE INC

COM
037833100
$22.73M
6 %

78,561

W
WFC

WELLS FARGO & CO

COM
949746101
$21.01M
6 %

254,192

1
1848782D

INTEL CORP

COM
458140100
$16.06M
4 %

115,051

M
MSFT

MICROSOFT CORP

COM
594918104
$15.23M
4 %

40,824

N
NKE

NIKE INC

CL B
654106103
$14.84M
4 %

361,489

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