HARBOR ISLAND CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 981K | $28.28M |
 | CMCSA | 480K | $14.36M |
 | HPQ | 295K | $6.58M |
 | WFC | 254K | $23.69M |
 | CSCO | 206K | $15.86M |
 | LRCX | 201K | $34.40M |
 | NKE | 197K | $12.54M |
 | BAC | 146K | $8.03M |
 | AMAT | 130K | $33.29M |
 | INTC | 115K | $4.25M |
 | GATX | 83K | $14.14M |
 | AAPL | 79K | $21.36M |
 | EXP | 43K | $8.87M |
 | MSFT | 39K | $18.63M |
 | KLAC | 14K | $16.52M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
981K
Value
$28.28M
Comcast Corporation
CMCSA
Shares Held
480K
Value
$14.36M
HP Inc.
HPQ
Shares Held
295K
Value
$6.58M
Wells Fargo & Company
WFC
Shares Held
254K
Value
$23.69M
Cisco Systems, Inc.
CSCO
Shares Held
206K
Value
$15.86M
Lam Research Corporation
LRCX
Shares Held
201K
Value
$34.40M
NIKE, Inc.
NKE
Shares Held
197K
Value
$12.54M
Bank of America Corporation
BAC
Shares Held
146K
Value
$8.03M
Applied Materials, Inc.
AMAT
Shares Held
130K
Value
$33.29M
Intel Corporation
INTC
Shares Held
115K
Value
$4.25M
GATX Corporation
GATX
Shares Held
83K
Value
$14.14M
Apple Inc.
AAPL
Shares Held
79K
Value
$21.36M
Eagle Materials Inc.
EXP
Shares Held
43K
Value
$8.87M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$18.63M
KLA Corporation
KLAC
Shares Held
14K
Value
$16.52M