account_balance
Investment manager · 13F filer · SEC CIK 1730580
Harbor Island Capital LLC
Reported value$276Mas of Sep 30, 2026
Positions16 0 new, 0 sold out
Top 10 weight81.4%LRCX alone is 15%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LRCXLam Research Corp
15.2%Trimmed −14%
AMATApplied Materials Inc
14.8%Trimmed −13%
AAPLApple Inc.
8.1%Trimmed −14%
KLACKLA Corp
8.1%Trimmed −16%
WBDWarner Bros Discovery Inc
6.9%Trimmed −33%
CSCOCisco Systems, Inc.
6.8%Trimmed −16%
WFCWells Fargo & Company
6.4%Trimmed −14%
MSFTMicrosoft Corp
6.3%Trimmed −17%
NKENIKE, Inc.
4.6%
GATXGATX Corp
4.2%−17%
INTCIntel Corp
3.9%Trimmed −21%
CMCSAComcast Corp
3.5%−20%
LRCXLam Research Corp
15.2%Trimmed −14%
AMATApplied Materials Inc
14.8%Trimmed −13%
AAPLApple Inc.
8.1%−14%
KLACKLA Corp
8.1%−16%
WBDWarner Bros Discovery Inc
6.9%−33%
CSCOCisco Systems, Inc.
6.8%
WFCWells Fargo & Company
6.4%
MSFTMicrosoft Corp
6.3%
NKE4.6%GATX4.2%INTC3.9%CMCSA3.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LRCX Lam Research Corp 15.2% Trimmed −14%AMAT Applied Materials Inc 14.8% Trimmed −13%AAPL Apple Inc. 8.1% Trimmed −14%KLAC KLA Corp 8.1% Trimmed −16%
WBD Warner Bros Discovery Inc 6.9% Trimmed −33%
CSCO Cisco Systems, Inc. 6.8% Trimmed −16%WFC Wells Fargo & Company 6.4% Trimmed −14%MSFT Microsoft Corp 6.3% Trimmed −17%NKE NIKE, Inc. 4.6% HeldGATX GATX Corp 4.2% Trimmed −17%INTC Intel Corp 3.9% Trimmed −21%CMCSA Comcast Corp 3.5% Trimmed −20%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.