HoldingsChannel.com
Harbor Island Capital LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLIED MATLS INC 259,628 UNCH $11,660
     AMAT259,628UNCH$11,660
APPLE INC 57,670 UNCH $11,414
     AAPL57,670UNCH$11,414
CISCO SYS INC 200,315 UNCH $10,963
     CSCO200,315UNCH$10,963
MICROSOFT CORP 70,459 UNCH $9,439
     MSFT70,459UNCH$9,439
LAM RESEARCH CORP 45,462 UNCH $8,540
     LRCX45,462UNCH$8,540
GATX CORP 106,111 UNCH $8,414
     GATX106,111UNCH$8,414
INTEL CORP 163,909 UNCH $7,846
     INTC163,909UNCH$7,846
WELLS FARGO CO NEW 148,601 +31,900 $7,032
     WFC148,601+31,900$7,032
HP INC 317,363 UNCH $6,598
     HPQ317,363UNCH$6,598
COMCAST CORP NEW 143,400 UNCH $6,063
     CMCSA143,400UNCH$6,063
HEWLETT PACKARD ENTERPRISE C 333,693 UNCH $4,989
     HPE333,693UNCH$4,989
FORD MTR CO DEL 443,365 UNCH $4,536
     F443,365UNCH$4,536
EAGLE MATERIALS INC 40,690 UNCH $3,772
     EXP40,690UNCH$3,772
HARLEY DAVIDSON INC 96,367 UNCH $3,453
     HOG96,367UNCH$3,453
THOR INDS INC 56,241 UNCH $3,287
     THO56,241UNCH$3,287
KLA TENCOR CORP 16,033 +16,033 $1,895
     KLAC16,033+16,033$1,895

See Full List: All Stocks Held By Harbor Island Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Harbor Island Capital LLC

Size ($ in 1000's)
At 06/30/2019: $110,916
At 03/31/2019: $106,704

Harbor Island Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Harbor Island Capital LLC 13F filings. Link to 13F filings: SEC filings

Harbor Island Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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