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Harbor Advisors LLC

SEC CIK
0001687156
Latest filing
Jul 28, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 29, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
183
−4 vs. Q2 2021
Portfolio value
$499.9M
−$5.70M (−1.1%) vs. Q2 2021
Filed
Oct 29, 2021
SEC
Holdings of Harbor Advisors LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
EQIXEquinix IncCOM261,711$206.8M41.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock7,700$25.3M5.1%00.0%UnchangedHistory
AAPLApple Inc.Stock148,400$21.0M4.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock7,820$20.9M4.2%+250+3.3%AddedHistory
CHTRCharter Communications, Inc.CL A27,656$20.1M4.0%00.0%UnchangedHistory
DISWalt Disney CoStock56,138$9.50M1.9%00.0%UnchangedHistory
CNQCanadian Natural Resources LtdCOM249,900$9.13M1.8%00.0%UnchangedHistory
MAMastercard IncStock26,000$9.04M1.8%00.0%UnchangedHistory
MSFTMicrosoft CorpStock25,000$7.05M1.4%00.0%UnchangedHistory
FERGFerguson Enterprises Inc.SHS50,190$6.99M1.4%00.0%UnchangedHistory
NTBBank of N.T. Butterfield & Son LtdSHS NEW180,407$6.41M1.3%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM42,630$6.16M1.2%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock11,000$4.67M0.9%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock24,148$3.95M0.8%00.0%UnchangedHistory
OSGOctave Specialty Group IncCOM NEW261,382$3.74M0.7%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock10,800$3.67M0.7%00.0%UnchangedHistory
DHRDanaher CorpStock11,505$3.50M0.7%00.0%UnchangedHistory
ADBEAdobe Inc.Stock6,000$3.45M0.7%00.0%UnchangedHistory
MUMicron Technology IncStock48,500$3.44M0.7%00.0%UnchangedHistory
NVDANVIDIA CorpStock16,000$3.31M0.7%00.0%UnchangedConverted for a 4-for-1 splitHistory
BLKBlackRock, Inc.COM3,924$3.29M0.7%00.0%UnchangedHistory
PJTPJT Partners Inc.COM CL A41,519$3.29M0.7%00.0%UnchangedHistory
IBKRInteractive Brokers Group, Inc.Stock49,558$3.09M0.6%00.0%UnchangedHistory
EFXEquifax IncCOM12,000$3.04M0.6%00.0%UnchangedHistory
MCOMoodys CorpStock8,000$2.84M0.6%00.0%UnchangedHistory
SOCSable Offshore Corp.COM CL A290,415$2.82M0.6%−139,815−32.5%ReducedHistory
CoreSite Realty Corp21870Q105COM20,000$2.77M0.6%00.0%Unchanged–
NUENucor CorpCOM27,992$2.76M0.6%00.0%UnchangedHistory
MTNVail Resorts IncCOM8,000$2.67M0.5%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock1,000$2.67M0.5%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock20,650$2.64M0.5%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C15,020$2.59M0.5%00.0%UnchangedHistory
HLIHoulihan Lokey, Inc.CL A25,000$2.30M0.5%00.0%UnchangedHistory
AKAMAkamai Technologies IncCOM20,000$2.09M0.4%00.0%UnchangedHistory
EOGEOG Resources IncStock25,900$2.08M0.4%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock10,444$2.04M0.4%00.0%UnchangedHistory
EVREvercore Inc.CLASS A15,000$2.00M0.4%00.0%UnchangedHistory
KSUKansas City SouthernCOM NEW6,500$1.76M0.4%00.0%UnchangedHistory
HDHome Depot, Inc.Stock5,000$1.64M0.3%00.0%UnchangedHistory
FBKFB Financial CorpCOM37,387$1.60M0.3%00.0%UnchangedHistory
MLMMartin Marietta Materials IncCOM4,500$1.54M0.3%00.0%UnchangedHistory
WMTWalmart Inc.Stock11,000$1.53M0.3%00.0%UnchangedHistory
FOXFox CorpCL B COM41,266$1.53M0.3%00.0%UnchangedHistory
FNFFidelity National Financial, Inc.COM SHS33,409$1.51M0.3%00.0%UnchangedHistory
HONEHarborOne Bancorp, Inc.COM NEW103,255$1.45M0.3%00.0%UnchangedHistory
CMCSAComcast CorpStock25,000$1.40M0.3%00.0%UnchangedHistory
FTAIFTAI Aviation Ltd.COM REP LTD LIAB55,000$1.40M0.3%00.0%UnchangedHistory
NBISNebius Group N.V.Stock17,500$1.40M0.3%00.0%UnchangedHistory
BROBrown & Brown, Inc.Stock24,000$1.33M0.3%00.0%UnchangedHistory
SWCHSwitch, Inc.CL A48,000$1.22M0.2%00.0%UnchangedHistory
NTRNutrien Ltd.COM18,608$1.21M0.2%00.0%UnchangedHistory
ZTSZoetis Inc.Stock5,976$1.16M0.2%00.0%UnchangedHistory
PNFPPinnacle Financial Partners, Inc.COM12,000$1.13M0.2%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM19,000$1.10M0.2%00.0%UnchangedHistory
CTRACoterra Energy Inc.Stock48,000$1.04M0.2%00.0%UnchangedHistory
KDPKeurig Dr Pepper Inc.COM30,000$1.02M0.2%00.0%UnchangedHistory
TFSLTFS Financial CORPCOM50,000$953.0K0.2%00.0%UnchangedHistory
GTMZoomInfo Technologies Inc.Stock15,500$948.0K0.2%00.0%UnchangedHistory
CONECyrusOne Holdco LLCCOM12,200$944.0K0.2%00.0%UnchangedHistory
HLTHilton Worldwide Holdings Inc.COM7,133$942.0K0.2%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock20,000$928.0K0.2%00.0%UnchangedHistory
CLRContinental Resources, IncCOM20,000$923.0K0.2%00.0%UnchangedHistory
OZKBank OZKCOM21,455$922.0K0.2%00.0%UnchangedHistory
MCMoelis & CoCL A14,800$916.0K0.2%00.0%UnchangedHistory
CSXCSX CorpStock30,000$892.0K0.2%00.0%UnchangedHistory
PENNPENN Entertainment, Inc.COM12,000$870.0K0.2%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A12,000$867.0K0.2%00.0%UnchangedHistory
CSGPCostar Group, Inc.COM10,060$866.0K0.2%00.0%UnchangedHistory
HUNHuntsman CORPCOM29,146$862.0K0.2%00.0%UnchangedHistory
PFEPfizer IncStock18,962$816.0K0.2%00.0%UnchangedHistory
FOXAFox CorpCL A COM19,766$793.0K0.2%00.0%UnchangedHistory
BPOPPopular, Inc.COM NEW10,000$777.0K0.2%00.0%UnchangedHistory
SICPSilvergate Capital CorpCL A6,700$774.0K0.2%−500−6.9%ReducedHistory
ITGartner IncCOM2,500$760.0K0.2%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A36,358$753.0K0.2%+5,000+15.9%AddedHistory
NSCNorfolk Southern CorpStock3,000$718.0K0.1%00.0%UnchangedHistory
Athene Holding Ltd.G0684D107CL A10,399$716.0K0.1%00.0%Unchanged–
LBTYKLiberty Global Ltd.SHS CL C24,320$716.0K0.1%00.0%UnchangedHistory
AONAon plcCL A2,500$714.0K0.1%00.0%UnchangedHistory
LIILennox International IncCOM2,200$647.0K0.1%00.0%UnchangedHistory
MSMorgan StanleyStock6,608$643.0K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock9,272$628.0K0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock14,000$627.0K0.1%00.0%UnchangedHistory
DALDelta Air Lines, Inc.COM NEW14,602$622.0K0.1%00.0%UnchangedHistory
LBRDALiberty Broadband CorpCOM SER A3,669$618.0K0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock3,000$609.0K0.1%00.0%UnchangedHistory
MSCIMSCI Inc.Stock1,000$608.0K0.1%00.0%UnchangedHistory
FCNFti Consulting, IncCOM4,500$606.0K0.1%00.0%UnchangedHistory
ESGREnstar Group LTDSHS2,500$587.0K0.1%00.0%UnchangedHistory
CBRECbre Group, Inc.CL A6,000$584.0K0.1%00.0%UnchangedHistory
PXDPioneer Natural Resources CoCOM3,468$577.0K0.1%00.0%UnchangedHistory
CAGConagra Brands Inc.Stock16,500$559.0K0.1%00.0%UnchangedHistory
JEFJefferies Financial Group Inc.COM15,000$557.0K0.1%00.0%UnchangedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD50,628$556.0K0.1%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM1,500$526.0K0.1%00.0%UnchangedHistory
GHLGreenhill & Co IncCOM35,000$512.0K0.1%00.0%UnchangedHistory
OLNOLIN CorpStock10,000$483.0K0.1%00.0%UnchangedHistory
HESHess CorpStock6,000$469.0K0.1%00.0%UnchangedHistory
PPBIPacific Premier Bancorp IncCOM11,082$459.0K0.1%00.0%UnchangedHistory
AMNBAmerican National Bankshares Inc.COM13,811$456.0K0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (9)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Harbor Advisors LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
QTSQTS Realty Trust, Inc.COM CL A18,029$1.39M0.3%History
ZLABZai Lab LtdADR3,000$531.0K0.1%History
JAXJ. Alexander's Holdings, Inc.COM36,056$420.0K0.1%History
ATVIActivision Blizzard, Inc.COM2,500$239.0K<0.1%History
CMECME Group Inc.COM1,000$213.0K<0.1%History
Mcap Acquisition Corp55282T208UNIT 02/18/203010,000$100.0K<0.1%–
Far Peak Acquisition CorpG3312L103SHS CL A10,000$100.0K<0.1%–
Kismet Acquisition One CorpG52753103SHS10,000$99.0K<0.1%–
Liv Cap Acquisition CorpG5510C116*W EXP 12/13/20220,000$19.0K<0.1%–