StockDriftsStockDriftsTop 16 Harbor Island Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 14.99% | 118.1K | $40.4M | -8.85%(-11.46K) | $56.55(+679.05%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 12.68% | 159.8K | $34.1M | -20.49%(-41.18K) | $19.67(+1420.74%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 9.91% | 971.3K | $26.7M | -1.03%(-10.12K) | $12.82(+111.56%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 7.52% | 254.2K | $20.2M | +0.00%(+0) | $38.58(+91.27%) | 2026-03-31 | |
| KLAC | KLA CORP | 7.44% | 13.6K | $20.0M | +0.00%(+0) | $122.65(+1443.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.41% | 78.6K | $19.9M | +0.00%(+0) | $42.11(+608.16%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 5.94% | 206.0K | $16.0M | +0.00%(+0) | $37.80(+205.63%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.3% | 38.5K | $14.3M | +0.00%(+0) | $80.01(+411.69%) | 2026-03-31 | |
| GATX | GATX CORP | 5.29% | 83.4K | $14.2M | +0.00%(+0) | $62.08(+184.02%) | 2026-03-31 | |
| CMCSA | COMCAST CORP NEW | 5.12% | 480.4K | $13.8M | +0.00%(+0) | $32.86(-23.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.56% | +122.55% |
| Top 20 Holdings Unweighted | +26.55% | +102.66% |
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