Instuitional Investor - Harbor Island Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applied Materials Inc	AMAT	118,062	$40,352,411	14.99%
2.	Lam Research Corp	LRCX	159,785	$34,139,663	12.68%
3.	Warner Bros. Discovery Inc.	WBD	971,270	$26,671,074	9.91%
4.	Wells Fargo & Company	WFC	254,192	$20,236,225	7.52%
5.	Kla Corp	KLAC	135,960	$20,018,886	7.44%