Harbor Island Capital LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Harbor Island Capital LLC held in its portfolio 15 assets valued at $260,807,973 (i.e. $260.81M).

The most valuable assets in the portfolio included: LAM RESEARCH CORP ($34.40M), APPLIED MATLS INC ($33.29M), and WARNER BROS DISCOVERY INC ($28.28M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Harbor Island Capital LLC Portfolio

LAM RESEARCH CORP

APPLIED MATLS INC

WARNER BROS DISCOVERY INC

WELLS FARGO CO NEW

APPLE INC

MICROSOFT CORP

KLA CORP

CISCO SYS INC

COMCAST CORP NEW

GATX CORP

Harbor Island Capital LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
LAM RESEARCH CORP	200963	34400846	COM NEW
APPLIED MATLS INC	129527	33287144	COM
WARNER BROS DISCOVERY INC	981390	28283660	COM SER A
WELLS FARGO CO NEW	254192	23690694	COM
APPLE INC	78561	21357593	COM
MICROSOFT CORP	38524	18630977	COM
KLA CORP	13596	16520228	COM NEW
CISCO SYS INC	205951	15864406	COM
COMCAST CORP NEW	480401	14359186	CL A
GATX CORP	83396	14143962	COM
NIKE INC	196870	12542588	CL B
EAGLE MATLS INC	42920	8870706	COM
BANK AMERICA CORP	145981	8028955	COM
HP INC	295406	6581646	COM
INTEL CORP	115051	4245382	COM