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Harbor Island Capital LLC

Q4 2025 13F Holdings

  • Location
    topsfield, MA
  • Num holdings

    15

  • Value ($000)

    $260,808

  • Date Filed
    01/23/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

LAM RESEARCH CORP

COM NEW
512807306
$34.4M
13 %

200,963

A
AMAT

APPLIED MATLS INC

COM
038222105
$33.29M
13 %

129,527

W
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$28.28M
11 %

981,390

W
WFC

WELLS FARGO CO NEW

COM
949746101
$23.69M
9 %

254,192

A
AAPL

APPLE INC

COM
037833100
$21.36M
8 %

78,561

M
MSFT

MICROSOFT CORP

COM
594918104
$18.63M
7 %

38,524

K
KLAC

KLA CORP

COM NEW
482480100
$16.52M
6 %

13,596

C
CSCO

CISCO SYS INC

COM
17275R102
$15.86M
6 %

205,951

C
CMCSA

COMCAST CORP NEW

CL A
20030N101
$14.36M
6 %

480,401

G
GATX

GATX CORP

COM
361448103
$14.14M
5 %

83,396

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