ISLAY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HBI | 87K | $571.57K |
 | WU | 64K | $509.36K |
 | OXY | 54K | $2.53M |
 | OHI | 44K | $1.87M |
 | SBH | 40K | $645.37K |
 | SLB | 38K | $1.30M |
 | WFC | 32K | $2.64M |
 | ACI | 29K | $499.67K |
 | DFH | 28K | $721.35K |
 | FNF | 27K | $1.63M |
 | TSCO | 26K | $1.46M |
 | UVE | 23K | $603.51K |
 | GIII | 20K | $544.55K |
 | ALSN | 20K | $1.70M |
 | AAPL | 20K | $4.97M |
 | HPQ | 19K | $520.94K |
 | PAA | 18K | $312.20K |
 | XOM | 17K | $1.97M |
 | PLD | 17K | $2.00M |
 | COP | 16K | $1.53M |
Hanesbrands Inc.
HBI
Shares Held
87K
Value
$571.57K
The Western Union Company
WU
Shares Held
64K
Value
$509.36K
Occidental Petroleum Corporation
OXY
Shares Held
54K
Value
$2.53M
Omega Healthcare Investors, Inc.
OHI
Shares Held
44K
Value
$1.87M
Sally Beauty Holdings, Inc.
SBH
Shares Held
40K
Value
$645.37K
SLB N.V.
SLB
Shares Held
38K
Value
$1.30M
Wells Fargo & Company
WFC
Shares Held
32K
Value
$2.64M
Albertsons Companies, Inc.
ACI
Shares Held
29K
Value
$499.67K
Dream Finders Homes, Inc.
DFH
Shares Held
28K
Value
$721.35K
Fidelity National Financial, Inc.
FNF
Shares Held
27K
Value
$1.63M
Tractor Supply Company
TSCO
Shares Held
26K
Value
$1.46M
Universal Insurance Holdings, Inc.
UVE
Shares Held
23K
Value
$603.51K
G-III Apparel Group, Ltd.
GIII
Shares Held
20K
Value
$544.55K
Allison Transmission Holdings, Inc.
ALSN
Shares Held
20K
Value
$1.70M
Apple Inc.
AAPL
Shares Held
20K
Value
$4.97M
HP Inc.
HPQ
Shares Held
19K
Value
$520.94K
Plains All American Pipeline, L.P.
PAA
Shares Held
18K
Value
$312.20K
Exxon Mobil Corporation
XOM
Shares Held
17K
Value
$1.97M
Prologis, Inc.
PLD
Shares Held
17K
Value
$2.00M
ConocoPhillips
COP
Shares Held
16K
Value
$1.53M