MondegarAI
Harbor Advisors LLC

Q1 2025 · 13F-HR

Harbor Advisors LLCholdings as filed

Filed 2025-05-15 · accession 0001214659-25-007679

$576.0M
Reported value
193
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEQUINIX INC$205.9M35.7%252,490CommonSOLE
037833100AAPLAPPLE INC$33.0M5.72%148,400CommonSOLE
023135106AMZNAMAZON COM INC$29.4M5.11%154,700CommonSOLE
02079K305GOOGLALPHABET INC$24.1M4.18%155,600CommonSOLE
67066G104NVDANVIDIA CORPORATION$19.5M3.39%180,000CommonSOLE
136385101CNQCANADIAN NAT RES LTD$15.4M2.67%499,800CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.3M2.47%26,000CommonSOLE
594918104MSFTMICROSOFT CORP$9.8M1.69%26,000CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$7.7M1.34%46,708CommonSOLE
30303M102METAMETA PLATFORMS INC$7.4M1.28%12,800CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.9M1.21%13,667CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$6.6M1.15%41,255CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$6.3M1.10%57,000CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$6.0M1.05%155,408CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.9M1.03%24,148CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$5.9M1.02%15,942CommonSOLE
69343T107PJTPJT PARTNERS INC$5.7M0.99%41,519CommonSOLE
872590104TMUST-MOBILE US INC$5.5M0.96%20,650CommonSOLE
595112103MUMICRON TECHNOLOGY INC$4.2M0.73%48,500CommonSOLE
441593100HLIHOULIHAN LOKEY INC$4.0M0.70%25,000CommonSOLE
615369105MCOMOODYS CORP$3.7M0.65%8,000CommonSOLE
09290D101BLKBLACKROCK INC$3.7M0.64%3,924CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.7M0.64%25,552CommonSOLE
670346105NUENUCOR CORP$3.4M0.58%27,992CommonSOLE
26875P101EOGEOG RES INC$3.3M0.58%25,900CommonSOLE
02079K107GOOGALPHABET INC$3.1M0.54%20,000CommonSOLE
29977A105EVREVERCORE INC$3.0M0.52%15,000CommonSOLE
115236101BROBROWN & BROWN INC$3.0M0.52%24,000CommonSOLE
294429105EFXEQUIFAX INC$2.9M0.51%12,000CommonSOLE
931142103WMTWALMART INC$2.9M0.50%33,000CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.9M0.50%8,375CommonSOLE
235851102DHRDANAHER CORPORATION$2.6M0.45%12,505CommonSOLE
00724F101ADBEADOBE INC$2.3M0.40%6,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.2M0.38%6,250CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.2M0.38%15,948CommonSOLE
35137L204FOXFOX CORP$2.2M0.38%41,266CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$2.2M0.38%33,409CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.2M0.37%4,500CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M0.37%12,500CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$2.1M0.36%14,000CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.35%5,500CommonSOLE
09260D107BXBLACKSTONE INC$1.9M0.33%13,700CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.8M0.32%10,444CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.8M0.32%5,000CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.8M0.31%22,560CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$1.8M0.31%35,500CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$1.8M0.31%31,500CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.7M0.30%60,043CommonSOLE
30257X104FBKFB FINL CORP$1.7M0.30%37,387CommonSOLE
023139884OSGAMBAC FINL GROUP INC$1.7M0.30%196,382CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.6M0.28%7,133CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.6M0.28%20,000CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$1.6M0.28%18,674CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.26%3,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.4M0.25%20,000CommonSOLE
92826C839VVISA INC$1.4M0.24%4,000CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.3M0.23%18,746CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$1.3M0.22%12,000CommonSOLE
526107107LIILENNOX INTL INC$1.2M0.21%2,200CommonSOLE
369604301GEGE AEROSPACE$1.2M0.21%6,000CommonSOLE
733174700BPOPPOPULAR INC$1.2M0.21%13,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.20%3,500CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.1M0.19%11,500CommonSOLE
366651107ITGARTNER INC$1.0M0.18%2,500CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.0M0.18%30,000CommonSOLE
G0403H108AONAON PLC$997,7250.17%2,500CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$989,1400.17%19,000CommonSOLE
98978V103ZTSZOETIS INC$983,9480.17%5,976CommonSOLE
20825C104COPCONOCOPHILLIPS$973,7450.17%9,272CommonSOLE
42809H107HESHESS CORP$958,3800.17%6,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$958,2190.17%8,057CommonSOLE
911363109URIUNITED RENTALS INC$940,0500.16%1,500CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$932,2200.16%21,455CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$928,4000.16%11,000CommonSOLE
75513E101RTXRTX CORPORATION$896,2240.16%6,766CommonSOLE
126408103CSXCSX CORP$882,9000.15%30,000CommonSOLE
60786M105MCMOELIS & CO$863,7280.15%14,800CommonSOLE
548661107LOWLOWES COS INC$862,9510.15%3,700CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$830,9500.14%2,500CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$824,2000.14%13,000CommonSOLE
717081103PFEPFIZER INC$809,9170.14%31,962CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$803,5500.14%15,000CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$801,6000.14%40,000CommonSOLE
91879Q109MTNVAIL RESORTS INC$800,1000.14%5,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$798,4420.14%1CommonSOLE
12504L109CBRECBRE GROUP INC$784,6800.14%6,000CommonSOLE
617446448MSMORGAN STANLEY$770,9550.13%6,608CommonSOLE
532457108LLYELI LILLY & CO$743,3190.13%900CommonSOLE
302941109FCNFTI CONSULTING INC$738,3600.13%4,500CommonSOLE
166764100CVXCHEVRON CORP NEW$731,3920.13%4,372CommonSOLE
833445109SNOWSNOWFLAKE INC$730,8000.13%5,000CommonSOLE
41165Y1001S4HARBORONE BANCORP INC NEW$719,4080.12%69,374CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$710,5500.12%3,000CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$703,1520.12%4,398CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$691,4700.12%9,000CommonSOLE
58155Q103MCKMCKESSON CORP$672,9900.12%1,000CommonSOLE
85423L103SAROSTANDARDAERO INC$669,3300.12%25,125CommonSOLE
464287689IWVISHARES TR$635,2800.11%2,000CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$632,7230.11%1,300CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$608,5800.11%7,000CommonSOLE
969457100WMBWILLIAMS COS INC$597,6000.10%10,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$595,0350.10%4,500CommonSOLE
11135F101AVGOBROADCOM INC$586,0050.10%3,500CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$580,5740.10%18,644CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$580,5250.10%27,500CommonSOLE
47215P106JDJD.COM INC$575,6800.10%14,000CommonSOLE
55354G100MSCIMSCI INC$565,5000.10%1,000CommonSOLE
380237107GDDYGODADDY INC$540,4200.09%3,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$538,1000.09%2,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$531,7320.09%7,298CommonSOLE
318916103FBMSUSDFIRST BANCSHARES INC MISS$529,8370.09%15,671CommonSOLE
87240R107TFSLTFS FINL CORP$523,6010.09%42,260CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$519,1350.09%26,732CommonSOLE
67077M108NTRNUTRIEN LTD$507,0310.09%10,208CommonSOLE
448579102HHYATT HOTELS CORP$490,0000.09%4,000CommonSOLE
64110L106NFLXNETFLIX INC$466,2650.08%500CommonSOLE
N07059210ASMLASML HOLDING N V$463,8410.08%700CommonSOLE
447011107HUNHUNTSMAN CORP$460,2150.08%29,146CommonSOLE
07272M107BCMLBAYCOM CORP$457,6410.08%18,182CommonSOLE
410495204HAFCHANMI FINL CORP$453,2000.08%20,000CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$442,3700.08%12,271CommonSOLE
205887102CAGCONAGRA BRANDS INC$440,0550.08%16,500CommonSOLE
718546104PSXPHILLIPS 66$437,2430.08%3,541CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$420,0750.07%2,500CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$419,5600.07%8,500CommonSOLE
680033107ONBOLD NATL BANCORP IND$419,1170.07%19,779CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$410,9600.07%4,000CommonSOLE
929089100VOYAVOYA FINANCIAL INC$406,5600.07%6,000CommonSOLE
49177J102KVUEKENVUE INC$406,4850.07%16,951CommonSOLE
92338C103VLTOVERALTO CORP$406,0740.07%4,167CommonSOLE
79466L302CRMSALESFORCE INC$402,5400.07%1,500CommonSOLE
N3168P101FERFERROVIAL SE$388,8160.07%8,729CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$386,3420.07%10,330CommonSOLE
478160104JNJJOHNSON & JOHNSON$382,0950.07%2,304CommonSOLE
36828A101GEVGE VERNOVA INC$381,6000.07%1,250CommonSOLE
92343E102VRSNVERISIGN INC$380,8050.07%1,500CommonSOLE
458140100INTCINTEL CORP$374,7150.07%16,500CommonSOLE
69320M109PCBPCB BANCORP$374,2000.06%20,000CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$361,0000.06%5,000CommonSOLE
172967424CCITIGROUP INC$354,9500.06%5,000CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$354,7300.06%4,750CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$341,4890.06%13,272CommonSOLE
761152107RMDRESMED INC$335,7750.06%1,500CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$331,8490.06%6,872CommonSOLE
254687106DISDISNEY WALT CO$328,4740.06%3,328CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$328,1500.06%5,000CommonSOLE
139737100CBNKCAPITAL BANCORP INC MD$326,2770.06%11,517CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$316,7850.06%10,500CommonSOLE
351858105FNVFRANCO NEV CORP$315,1200.05%2,000CommonSOLE
92333F101VGVENTURE GLOBAL INC$309,0000.05%30,000CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$304,9500.05%5,000CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$303,5480.05%2,800CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$296,4000.05%10,000CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$291,1100.05%24,320CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$285,0900.05%1,500CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$273,1450.05%500CommonSOLE
35137L105FOXAFOX CORP$269,7560.05%4,766CommonSOLE
12572Q105CMECME GROUP INC$265,2900.05%1,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$261,8750.05%500CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$261,1600.05%2,000CommonSOLE
31428X106FDXFEDEX CORP$261,0880.05%1,071CommonSOLE
278768106SATSECHOSTAR CORP$255,8000.04%10,000CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$253,5750.04%10,500CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$249,1500.04%55,000CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$247,9100.04%1,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$247,6350.04%500CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$244,0000.04%2,500CommonSOLE
680665205OLNOLIN CORP$242,4000.04%10,000CommonSOLE
437872104HTBHOMETRUST BANCSHARES INC$239,7890.04%6,995CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$239,4940.04%5,315CommonSOLE
571903202MARMARRIOTT INTL INC NEW$238,2000.04%1,000CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$236,2680.04%11,082CommonSOLE
48251W104KKRKKR & CO INC$231,2200.04%2,000CommonSOLE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$230,7380.04%4,058CommonSOLE
375558103GILDGILEAD SCIENCES INC$224,1000.04%2,000CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$221,6100.04%3,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$219,9800.04%2,000CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$204,4600.04%605CommonSOLE
247361702DALDELTA AIR LINES INC DEL$200,6470.03%4,602CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$195,7200.03%12,000CommonSOLE
29667D104ESSA BANCORP INC$188,5000.03%10,000CommonSOLE
74930B105RBBRBB BANCORP$165,0000.03%10,000CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$162,0000.03%10,000CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$115,6060.02%10,044CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$104,2800.02%26,467CommonSOLE
87615L107THTARGET HOSPITALITY CORP$98,7000.02%15,000CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$92,2250.02%17,500CommonSOLE
088929104BGCBGC GROUP INC$91,7000.02%10,000CommonSOLE
095825105BRBSBLUE RIDGE BANKSHARES INC VA$68,7240.01%21,081CommonSOLE
50127T109KURAKURA ONCOLOGY INC$66,0000.01%10,000CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$64,7000.01%10,000CommonSOLE
40049J206TVGRUPO TELEVISA S A B$43,0990.01%24,628CommonSOLE
03589W102ANNXANNEXON INC$19,3000.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.