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Disclosery

Harbor Island Capital LLC: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harbor Island Capital LLC on LRCX, newest first. How the timeline and the estimate are built.

Harbor Island Capital LLC held 148,878 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,878 shares
    Change vs previous 13F -10,907 shares

    17.18% of the 13F portfolio, value $64,513,304.

    13F-HR 0001172661-26-002936 filed by Harbor Island Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 159,785 shares
    Change vs previous 13F -41,178 shares

    12.68% of the 13F portfolio, value $34,139,663.

    13F-HR 0001172661-26-001706 filed by Harbor Island Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 200,963 shares
    Change vs previous 13F -29,837 shares

    13.19% of the 13F portfolio, value $34,400,846.

    13F-HR 0001172661-26-000293 filed by Harbor Island Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 230,800 shares
    Change vs previous 13F -93,675 shares

    13.23% of the 13F portfolio, value $30,904,120.

    13F-HR 0001172661-25-004359 filed by Harbor Island Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 324,475 shares
    Change vs previous 13F -30,645 shares

    14.82% of the 13F portfolio, value $31,584,397.

    13F-HR 0001172661-25-002945 filed by Harbor Island Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 355,120 shares
    Change vs previous 13F -5,780 shares

    12.79% of the 13F portfolio, value $25,817,224.

    13F-HR 0001172661-25-001627 filed by Harbor Island Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 360,900 shares
    Change vs previous 13F not available

    12.47% of the 13F portfolio, value $26,067,807.

    13F-HR 0001172661-25-000369 filed by Harbor Island Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).