Harbor Island Capital LLC

Q3 2025 13F Holdings

  • Location
    topsfield, MA
  • Num holdings

    15

  • Value ($000)

    $233,657

  • Date Filed
    10/22/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

LAM RESEARCH CORP

COM NEW
512807306
$30.90 M
13 %

230,800

AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$29.41 M
13 %

143,630

WFC
WFC

WELLS FARGO CO NEW

COM
949746101
$21.31 M
9 %

254,192

AAPL
AAPL

APPLE INC

COM
037833100
$20.00 M
9 %

78,561

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$19.95 M
9 %

38,524

WBD
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$19.17 M
8 %

981,390

KLAC
KLAC

KLA CORP

COM NEW
482480100
$14.66 M
6 %

13,596

GATX
GATX

GATX CORP

COM
361448103
$14.58 M
6 %

83,396

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$14.09 M
6 %

205,951

NKE
NKE

NIKE INC

CL B
654106103
$10.39 M
4 %

149,030

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