Harbor Island Capital LLC Portfolio Holdings by Sector

Harbor Island Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductor Equipment & Materials \| Technology AMAT KLAC 2 stocks	$38,148 20.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC BAC 2 stocks	$27,140 14.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$24,362 13.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO HPE 2 stocks	$18,171 9.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$17,739 9.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials GATX 1 stocks	$14,225 7.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ 1 stocks	$11,520 6.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$11,414 6.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials EXP 1 stocks	$11,225 6.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$6,451 3.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology INTC 1 stocks	$2,574 1.41% of portfolio	-	1	-	-	0 Calls 0 Puts

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