ISLAY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WNC | 98K | $850.85K |
 | OHI | 43K | $1.92M |
 | SFD | 38K | $857.74K |
 | SLB | 35K | $1.35M |
 | WFC | 31K | $2.90M |
 | FNF | 26K | $1.44M |
 | TSCO | 25K | $1.25M |
 | UVE | 25K | $836.08K |
 | PPC | 22K | $851.11K |
 | ALSN | 20K | $1.92M |
 | AAPL | 19K | $5.26M |
 | PAA | 18K | $328.67K |
 | PARR | 18K | $639.23K |
 | XOM | 17K | $2.06M |
 | PLD | 17K | $2.18M |
 | COP | 16K | $1.49M |
 | PLTR | 15K | $2.63M |
 | AMZN | 15K | $3.37M |
 | TNET | 14K | $806.41K |
 | SCHW | 11K | $1.10M |
Wabash National Corporation
WNC
Shares Held
98K
Value
$850.85K
Omega Healthcare Investors, Inc.
OHI
Shares Held
43K
Value
$1.92M
SMITHFIELD FOODS INC
SFD
Shares Held
38K
Value
$857.74K
SLB N.V.
SLB
Shares Held
35K
Value
$1.35M
Wells Fargo & Company
WFC
Shares Held
31K
Value
$2.90M
Fidelity National Financial, Inc.
FNF
Shares Held
26K
Value
$1.44M
Tractor Supply Company
TSCO
Shares Held
25K
Value
$1.25M
Universal Insurance Holdings, Inc.
UVE
Shares Held
25K
Value
$836.08K
Pilgrim's Pride Corporation
PPC
Shares Held
22K
Value
$851.11K
Allison Transmission Holdings, Inc.
ALSN
Shares Held
20K
Value
$1.92M
Apple Inc.
AAPL
Shares Held
19K
Value
$5.26M
Plains All American Pipeline, L.P.
PAA
Shares Held
18K
Value
$328.67K
Par Pacific Holdings, Inc.
PARR
Shares Held
18K
Value
$639.23K
Exxon Mobil Corporation
XOM
Shares Held
17K
Value
$2.06M
Prologis, Inc.
PLD
Shares Held
17K
Value
$2.18M
ConocoPhillips
COP
Shares Held
16K
Value
$1.49M
Palantir Technologies Inc.
PLTR
Shares Held
15K
Value
$2.63M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.37M
TriNet Group, Inc.
TNET
Shares Held
14K
Value
$806.41K
The Charles Schwab Corporation
SCHW
Shares Held
11K
Value
$1.10M