Holdings
Islay Capital Management, LLC
As of Jun 30, 2026, Islay Capital Management, LLC reported 135 positions worth US$75.3M. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 18,480 | US$5.35M | −323 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 9,720 | US$4.86M | −38 | Jun 30, 2026 |
| Microsoft Corp. | 9,561 | US$3.57M | +816 | Jun 30, 2026 |
| Caseys General Stores, Inc. | 4,462 | US$3.55M | −923 | Jun 30, 2026 |
| Amazon.com, Inc. | 14,777 | US$3.52M | −506 | Jun 30, 2026 |
| Wells Fargo & Company | 41,464 | US$3.43M | +167 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,549 | US$3.06M | −1,095 | Jun 30, 2026 |
| Johnson & Johnson | 9,511 | US$2.42M | −139 | Jun 30, 2026 |
| Lockheed Martin Corporation | 4,730 | US$2.41M | +570 | Jun 30, 2026 |
| Prologis, Inc. | 16,598 | US$2.25M | +155 | Jun 30, 2026 |