Skip to main content
Livermore
Livermore
ZHEN

Harbor Island Capital LLC

SEC CIK
0001730580
Latest filing
Jul 30, 2026

AMAT holding history

Applied Materials Inc in every 13F filed by Harbor Island Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overviewAll 13F holders of AMATFull Q2 2026 holdings

Shares (Q2 2026)
92,498
Value
$66.9M
% of portfolio
17.8%
Quarters held
22
Since Q1 2021
Holdings of AMAT by Harbor Island Capital LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202692,498$66.9M17.8%−25,564−21.7%ReducedHolders
Q1 2026118,062$40.4M15.0%−11,465−8.9%ReducedHolders
Q4 2025129,527$33.3M12.8%−14,103−9.8%ReducedHolders
Q3 2025143,630$29.4M12.6%−21,890−13.2%ReducedHolders
Q2 2025165,520$30.3M14.2%−9,218−5.3%ReducedHolders
Q1 2025174,738$25.4M12.6%−2,671−1.5%ReducedHolders
Q4 2024177,409$28.9M13.8%00.0%UnchangedHolders
Q3 2024177,409$35.8M17.0%−21,840−11.0%ReducedHolders
Q2 2024199,249$47.0M20.2%−14,800−6.9%ReducedHolders
Q1 2024214,049$44.1M20.2%−18,550−8.0%ReducedHolders
Q4 2023232,599$37.7M18.7%−768−0.3%ReducedHolders
Q3 2023233,367$32.3M18.7%−6,666−2.8%ReducedHolders
Q2 2023240,033$34.7M18.6%−24,482−9.3%ReducedHolders
Q1 2023264,515$32.5M17.8%−1,730−0.6%ReducedHolders
Q4 2022266,245$25.9M16.5%+6,310+2.4%AddedHolders
Q3 2022259,935$21.3M14.9%00.0%UnchangedHolders
Q2 2022259,935$23.6M14.5%+453+0.2%AddedHolders
Q1 2022259,482$34.2M16.4%+7,593+3.0%AddedHolders
Q4 2021251,889$39.6M17.6%−1,130−0.4%ReducedHolders
Q3 2021253,019$32.6M17.2%−2,842−1.1%ReducedHolders
Q2 2021255,861$36.4M18.1%00.0%UnchangedHolders
Q1 2021255,861$34.2M17.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.