Holdings
Harbor Island Capital LLC
As of Jun 30, 2026, Harbor Island Capital LLC reported 16 positions worth US$376M. Largest: Applied Materials, Inc., Lam Research Corporation and Kla Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 92,498 | US$66.9M | −25,564 | Jun 30, 2026 |
| Lam Research Corporation | 149K | US$64.5M | −10,907 | Jun 30, 2026 |
| Kla Corporation | 136K | US$41M | +122K | Jun 30, 2026 |
| Warner Bros. Discovery, Inc. - Series A | 928K | US$24.7M | −43,380 | Jun 30, 2026 |
| Cisco Systems, Inc. | 206K | US$24.2M | no change | Jun 30, 2026 |
| Apple Inc | 78,561 | US$22.7M | no change | Jun 30, 2026 |
| Wells Fargo & Company | 254K | US$21M | no change | Jun 30, 2026 |
| Intel Corporation | 115K | US$16.1M | no change | Jun 30, 2026 |
| Microsoft Corp. | 40,824 | US$15.2M | +2,300 | Jun 30, 2026 |
| Nike, Inc. | 361K | US$14.8M | +119K | Jun 30, 2026 |