HARBOR ISLAND CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 971K | $26.67M |
 | CMCSA | 480K | $13.79M |
 | HPQ | 295K | $5.67M |
 | WFC | 254K | $20.24M |
 | NKE | 243K | $12.83M |
 | VSNT | 206K | $7.64M |
 | CSCO | 206K | $15.98M |
 | LRCX | 160K | $34.14M |
 | BAC | 146K | $7.12M |
 | AMAT | 118K | $40.35M |
 | INTC | 115K | $5.08M |
 | GATX | 83K | $14.24M |
 | AAPL | 79K | $19.94M |
 | EXP | 59K | $11.21M |
 | MSFT | 39K | $14.26M |
 | KLAC | 14K | $20.02M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
971K
Value
$26.67M
Comcast Corporation
CMCSA
Shares Held
480K
Value
$13.79M
HP Inc.
HPQ
Shares Held
295K
Value
$5.67M
Wells Fargo & Company
WFC
Shares Held
254K
Value
$20.24M
NIKE, Inc.
NKE
Shares Held
243K
Value
$12.83M
Versant Media Group, Inc. Class A
VSNT
Shares Held
206K
Value
$7.64M
Cisco Systems, Inc.
CSCO
Shares Held
206K
Value
$15.98M
Lam Research Corporation
LRCX
Shares Held
160K
Value
$34.14M
Bank of America Corporation
BAC
Shares Held
146K
Value
$7.12M
Applied Materials, Inc.
AMAT
Shares Held
118K
Value
$40.35M
Intel Corporation
INTC
Shares Held
115K
Value
$5.08M
GATX Corporation
GATX
Shares Held
83K
Value
$14.24M
Apple Inc.
AAPL
Shares Held
79K
Value
$19.94M
Eagle Materials Inc.
EXP
Shares Held
59K
Value
$11.21M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$14.26M
KLA Corporation
KLAC
Shares Held
14K
Value
$20.02M