Harbor Island Capital as of Dec. 31, 2018
Portfolio Holdings for Harbor Island Capital
Harbor Island Capital holds 18 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| USG Corporation | 10.3 | $10M | 236k | 42.66 | |
| Apple (AAPL) | 9.4 | $9.1M | 58k | 157.74 | |
| Cisco Systems (CSCO) | 8.9 | $8.7M | 200k | 43.33 | |
| Applied Materials (AMAT) | 8.8 | $8.5M | 260k | 32.74 | |
| Intel Corporation (INTC) | 7.9 | $7.7M | 164k | 46.93 | |
| GATX Corporation (GATX) | 7.7 | $7.5M | 106k | 70.81 | |
| Microsoft Corporation (MSFT) | 7.4 | $7.2M | 71k | 101.58 | |
| Lam Research Corporation (LRCX) | 6.4 | $6.2M | 46k | 136.18 | |
| Wells Fargo & Company (WFC) | 5.5 | $5.4M | 117k | 46.08 | |
| Comcast Corporation (CMCSA) | 5.0 | $4.9M | 143k | 34.05 | |
| Hewlett Packard Enterprise (HPE) | 4.5 | $4.4M | 334k | 13.21 | |
| Hp (HPQ) | 4.1 | $4.0M | 193k | 20.46 | |
| Ford Motor Company (F) | 3.5 | $3.4M | 443k | 7.65 | |
| Harley-Davidson (HOG) | 3.4 | $3.3M | 96k | 34.12 | |
| Thor Industries (THO) | 3.0 | $2.9M | 56k | 52.01 | |
| Eagle Materials (EXP) | 2.6 | $2.5M | 41k | 61.02 | |
| Dxc Technology (DXC) | 1.0 | $978k | 18k | 53.15 | |
| Micro Focus Intl | 0.5 | $503k | 29k | 17.20 |
