Harbor Island Capital as of Dec. 31, 2017
Portfolio Holdings for Harbor Island Capital
Harbor Island Capital holds 17 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| USG Corporation | 17.3 | $20M | 505k | 38.56 | |
| Apple (AAPL) | 7.9 | $8.9M | 53k | 169.22 | |
| Thor Industries (THO) | 7.5 | $8.5M | 56k | 150.73 | |
| Microsoft Corporation (MSFT) | 6.9 | $7.8M | 91k | 85.54 | |
| Cisco Systems (CSCO) | 6.8 | $7.7M | 200k | 38.30 | |
| Intel Corporation (INTC) | 6.7 | $7.6M | 164k | 46.16 | |
| Wells Fargo & Company (WFC) | 6.3 | $7.1M | 117k | 60.67 | |
| GATX Corporation (GATX) | 5.9 | $6.6M | 106k | 62.16 | |
| Applied Materials (AMAT) | 5.8 | $6.5M | 128k | 51.12 | |
| Ford Motor Company (F) | 5.0 | $5.6M | 448k | 12.49 | |
| Comcast Corporation (CMCSA) | 4.8 | $5.3M | 133k | 40.05 | |
| Harley-Davidson (HOG) | 4.4 | $4.9M | 96k | 50.88 | |
| Hewlett Packard Enterprise (HPE) | 4.3 | $4.8M | 334k | 14.36 | |
| Eagle Materials (EXP) | 4.2 | $4.7M | 41k | 113.30 | |
| Hp (HPQ) | 3.6 | $4.1M | 193k | 21.01 | |
| Dxc Technology (DXC) | 1.6 | $1.7M | 18k | 94.88 | |
| Micro Focus Intl | 1.2 | $1.4M | 42k | 33.60 |
