Harbor Island Capital as of March 31, 2019
Portfolio Holdings for Harbor Island Capital
Harbor Island Capital holds 17 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 10.3 | $11M | 58k | 189.94 | |
| Cisco Systems (CSCO) | 10.1 | $11M | 200k | 53.99 | |
| Applied Materials (AMAT) | 9.7 | $10M | 260k | 39.66 | |
| Intel Corporation (INTC) | 8.2 | $8.8M | 164k | 53.70 | |
| Microsoft Corporation (MSFT) | 7.8 | $8.3M | 71k | 117.94 | |
| Lam Research Corporation (LRCX) | 7.6 | $8.1M | 46k | 179.01 | |
| GATX Corporation (GATX) | 7.6 | $8.1M | 106k | 76.37 | |
| Hp (HPQ) | 5.8 | $6.2M | 317k | 19.43 | |
| Comcast Corporation (CMCSA) | 5.4 | $5.7M | 143k | 39.98 | |
| Wells Fargo & Company (WFC) | 5.3 | $5.6M | 117k | 48.32 | |
| Hewlett Packard Enterprise (HPE) | 4.8 | $5.1M | 334k | 15.43 | |
| Ford Motor Company (F) | 3.6 | $3.9M | 443k | 8.78 | |
| Thor Industries (THO) | 3.3 | $3.5M | 56k | 62.37 | |
| Harley-Davidson (HOG) | 3.2 | $3.4M | 96k | 35.66 | |
| Eagle Materials (EXP) | 3.2 | $3.4M | 41k | 84.30 | |
| USG Corporation | 3.0 | $3.1M | 73k | 43.31 | |
| Dxc Technology (DXC) | 1.1 | $1.2M | 18k | 64.29 |
