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Harbor Island Capital LLC - Portfolio Stock Holdings

Harbor Island Capital LLC disclosed 16 stock positions in a recent SEC 13F filing. $375,554,344 of stock holdings were filed, with the largest holdings including AMAT, LRCX, and KLAC. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $277,626,655 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

16

Est. Stock Holding Value:

$375,554,344

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Harbor Island Capital LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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