Harbor Island Capital as of June 30, 2019
Portfolio Holdings for Harbor Island Capital
Harbor Island Capital holds 17 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 10.5 | $12M | 260k | 44.91 | |
| Apple (AAPL) | 10.3 | $11M | 58k | 197.92 | |
| Cisco Systems (CSCO) | 9.9 | $11M | 200k | 54.73 | |
| Microsoft Corporation (MSFT) | 8.5 | $9.4M | 71k | 133.96 | |
| Lam Research Corporation (LRCX) | 7.7 | $8.5M | 46k | 187.85 | |
| GATX Corporation (GATX) | 7.6 | $8.4M | 106k | 79.29 | |
| Intel Corporation (INTC) | 7.1 | $7.8M | 164k | 47.87 | |
| Wells Fargo & Company (WFC) | 6.3 | $7.0M | 149k | 47.32 | |
| Hp (HPQ) | 6.0 | $6.6M | 317k | 20.79 | |
| Comcast Corporation (CMCSA) | 5.5 | $6.1M | 143k | 42.28 | |
| Hewlett Packard Enterprise (HPE) | 4.5 | $5.0M | 334k | 14.95 | |
| Ford Motor Company (F) | 4.1 | $4.5M | 443k | 10.23 | |
| Eagle Materials (EXP) | 3.4 | $3.8M | 41k | 92.70 | |
| Harley-Davidson (HOG) | 3.1 | $3.5M | 96k | 35.83 | |
| Thor Industries (THO) | 3.0 | $3.3M | 56k | 58.44 | |
| KLA-Tencor Corporation (KLAC) | 1.7 | $1.9M | 16k | 118.19 | |
| Dxc Technology (DXC) | 0.9 | $1.0M | 18k | 55.16 |
