Harbor Island Capital LLC Buys KLA Corp, Wells Fargo, Sells USG Corp

Investment company Harbor Island Capital LLC (Current Portfolio) buys KLA Corp, Wells Fargo, sells USG Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Harbor Island Capital LLC. As of 2019Q2, Harbor Island Capital LLC owns 17 stocks with a total value of $111 million. These are the details of the buys and sells.
  • New Purchases: KLAC,
  • Added Positions: WFC,
  • Sold Out: USG,

For the details of Harbor Island Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/harbor+island+capital+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Harbor Island Capital LLC
  1. Applied Materials Inc (AMAT) - 259,628 shares, 10.51% of the total portfolio.
  2. Apple Inc (AAPL) - 57,670 shares, 10.29% of the total portfolio.
  3. Cisco Systems Inc (CSCO) - 200,315 shares, 9.88% of the total portfolio.
  4. Microsoft Corp (MSFT) - 70,459 shares, 8.51% of the total portfolio.
  5. Lam Research Corp (LRCX) - 45,462 shares, 7.70% of the total portfolio.
New Purchase: KLA Corp (KLAC)

Harbor Island Capital LLC initiated holding in KLA Corp. The purchase prices were between $101.78 and $128.47, with an estimated average price of $115.59. The stock is now traded at around $139.70. The impact to a portfolio due to this purchase was 1.71%. The holding were 16,033 shares as of .

Added: Wells Fargo & Co (WFC)

Harbor Island Capital LLC added to a holding in Wells Fargo & Co by 27.33%. The purchase prices were between $44.37 and $49.17, with an estimated average price of $46.77. The stock is now traded at around $48.09. The impact to a portfolio due to this purchase was 1.36%. The holding were 148,601 shares as of .

Sold Out: USG Corp (USG)

Harbor Island Capital LLC sold out a holding in USG Corp. The sale prices were between $43.33 and $43.5, with an estimated average price of $43.4.



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