Harbor Island Capital LLC - Q42025 Holdings

Harbor Island Capital LLC holds 15 stocks with a total portfolio value of $ 260.81M as of Q42025. In Q42025, Harbor Island Capital LLC added 0 new positions, increased stakes in 2 stocks, reduced 2 holdings, and fully exited 0 positions. The largest holding is Lam Research Corp (LRCX), representing 13.19% of the total portfolio.