ISLAY CAPITAL MANAGEMENT, LLC

All 13F Filings

Location
Lubbock, TX
Most recent 13F
Q1 2026
Holdings value ($000)
196,976
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/14/2026 204 196,976 13F-HR ISLAY CAPITAL MANAGEMENT, LLC
Q4 2025 2/17/2026 216 170,105 13F-HR ISLAY CAPITAL MANAGEMENT, LLC
Q3 2025 11/12/2025 217 174,881 13F-HR ISLAY CAPITAL MANAGEMENT, LLC
Q2 2025 8/8/2025 202 155,120 13F-HR ISLAY CAPITAL MANAGEMENT, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 96.95 K 49.2% 0 54.09 K -54.09 K
ETFs 98.15 K 49.8% 82.84 K 0 82.84 K
Debt 1.874 K 1.0% 247 0 247
Other 0 0.0% 0 2.108 K -2.108 K
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Fund Snapshot

Q1 2026
Latest filed
5/14/2026
Total value ($000)
196,976
Holdings
204
QoQ value change ($000)
26,871 (15.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.