|
Size ($ in 1000's)
At 03/31/2024: $218,329 At 12/31/2023: $201,601
Harbor Island Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Harbor Island Capital LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Harbor Island Capital LLC top holdings by largest position size, as per the latest 13f filing made by Harbor Island Capital LLC.
In the Harbor Island Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Harbor Island Capital LLC in that top holding, then the share count change between reporting periods, and finally the Harbor Island Capital LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
APPLIED MATLS INC |
214,049 |
-18,550 |
$44,143 | AMAT | 214,049 | -18,550 | $44,143 | LAM RESEARCH CORP |
37,972 |
-1,930 |
$36,892 | LRCX | 37,972 | -1,930 | $36,892 | MICROSOFT CORP |
42,280 |
-71 |
$17,788 | MSFT | 42,280 | -71 | $17,788 | APPLE INC |
97,938 |
-800 |
$16,794 | AAPL | 97,938 | -800 | $16,794 | WELLS FARGO CO NEW |
279,964 |
UNCH |
$16,227 | WFC | 279,964 | UNCH | $16,227 | GATX CORP |
91,800 |
UNCH |
$12,304 | GATX | 91,800 | UNCH | $12,304 | EAGLE MATLS INC |
43,023 |
UNCH |
$11,692 | EXP | 43,023 | UNCH | $11,692 | CISCO SYS INC |
224,048 |
UNCH |
$11,182 | CSCO | 224,048 | UNCH | $11,182 | INTEL CORP |
251,636 |
UNCH |
$11,115 | INTC | 251,636 | UNCH | $11,115 | KLA CORP |
14,834 |
UNCH |
$10,363 | KLAC | 14,834 | UNCH | $10,363 | HP INC |
273,158 |
UNCH |
$8,255 | HPQ | 273,158 | UNCH | $8,255 | COMCAST CORP NEW |
146,363 |
UNCH |
$6,345 | CMCSA | 146,363 | UNCH | $6,345 | WARNER BROS DISCOVERY INC |
691,308 |
-54,962 |
$6,035 | WBD | 691,308 | -54,962 | $6,035 | BANK AMERICA CORP |
132,526 |
UNCH |
$5,025 | BAC | 132,526 | UNCH | $5,025 |
See Full List: All Stocks Held By Harbor Island Capital LLC
Including: Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Harbor Island Capital LLC
|
|