<SEC-DOCUMENT>0001172661-21-002051.txt : 20211019 <SEC-HEADER>0001172661-21-002051.hdr.sgml : 20211019 <ACCEPTANCE-DATETIME>20211019171133 ACCESSION NUMBER: 0001172661-21-002051 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211019 DATE AS OF CHANGE: 20211019 EFFECTIVENESS DATE: 20211019 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Harbor Island Capital LLC CENTRAL INDEX KEY: 0001730580 IRS NUMBER: 043450585 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18325 FILM NUMBER: 211331844 BUSINESS ADDRESS: STREET 1: 7 GROVE STREET STREET 2: UNIT 302 CITY: TOPSFIELD STATE: MA ZIP: 01983 BUSINESS PHONE: 9788873174 MAIL ADDRESS: STREET 1: 7 GROVE STREET STREET 2: UNIT 302 CITY: TOPSFIELD STATE: MA ZIP: 01983 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xsi:schemaLocation="http://www.sec.gov/edgar/thirteenffiler eis_13F_Filer.xsd" xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:ns1="http://www.sec.gov/edgar/common" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>true</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0001730580</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>09-30-2021</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>09-30-2021</reportCalendarOrQuarter> <isAmendment>false</isAmendment> <filingManager> <name>Harbor Island Capital LLC</name> <address> <ns1:street1>7 Grove Street</ns1:street1> <ns1:street2>Unit 302</ns1:street2> <ns1:city>Topsfield</ns1:city> <ns1:stateOrCountry>MA</ns1:stateOrCountry> <ns1:zipCode>01983</ns1:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-18325</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>Paul Fortin</name> <title>Owner/Member</title> <phone>978-887-3174</phone> <signature>/s/ Paul Fortin</signature> <city>Topsfield</city> <stateOrCountry>MA</stateOrCountry> <signatureDate>10-19-2021</signatureDate> </signatureBlock> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>15</tableEntryTotal> <tableValueTotal>189883</tableValueTotal> </summaryPage> </formData> </edgarSubmission> </XML> </TEXT> </DOCUMENT> <DOCUMENT> <TYPE>INFORMATION TABLE <SEQUENCE>2 <FILENAME>infotable.xml <TEXT> <XML> <?xml version="1.0" ?> <informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <infoTable> <nameOfIssuer>APPLE INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>037833100</cusip> <value>19328</value> <shrsOrPrnAmt> <sshPrnamt>136597</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>113910</Sole> <Shared>0</Shared> <None>22687</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>038222105</cusip> <value>32571</value> <shrsOrPrnAmt> <sshPrnamt>253019</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>214725</Sole> <Shared>0</Shared> <None>38294</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>BK OF AMERICA CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>060505104</cusip> <value>5454</value> <shrsOrPrnAmt> <sshPrnamt>128484</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>94854</Sole> <Shared>0</Shared> <None>33630</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>CISCO SYS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>17275R102</cusip> <value>13813</value> <shrsOrPrnAmt> <sshPrnamt>253784</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>212706</Sole> <Shared>0</Shared> <None>41078</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>COMCAST CORP NEW</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>20030N101</cusip> <value>8476</value> <shrsOrPrnAmt> <sshPrnamt>151544</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>131122</Sole> <Shared>0</Shared> <None>20422</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>DISCOVERY INC</nameOfIssuer> <titleOfClass>COM SER C</titleOfClass> <cusip>25470F302</cusip> <value>5823</value> <shrsOrPrnAmt> <sshPrnamt>239913</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>192717</Sole> <Shared>0</Shared> <None>47196</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>EAGLE MATLS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>26969P108</cusip> <value>6757</value> <shrsOrPrnAmt> <sshPrnamt>51520</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>42665</Sole> <Shared>0</Shared> <None>8855</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>GATX CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>361448103</cusip> <value>9494</value> <shrsOrPrnAmt> <sshPrnamt>106004</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>92134</Sole> <Shared>0</Shared> <None>13870</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>42824C109</cusip> <value>4710</value> <shrsOrPrnAmt> <sshPrnamt>330500</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>281080</Sole> <Shared>0</Shared> <None>49420</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>HP INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>40434L105</cusip> <value>8792</value> <shrsOrPrnAmt> <sshPrnamt>321353</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>273113</Sole> <Shared>0</Shared> <None>48240</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>INTEL CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>458140100</cusip> <value>13670</value> <shrsOrPrnAmt> <sshPrnamt>256562</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>209942</Sole> <Shared>0</Shared> <None>46620</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>KLA CORP</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>482480100</cusip> <value>5763</value> <shrsOrPrnAmt> <sshPrnamt>17228</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>13844</Sole> <Shared>0</Shared> <None>3384</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>512807108</cusip> <value>25702</value> <shrsOrPrnAmt> <sshPrnamt>45158</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>37626</Sole> <Shared>0</Shared> <None>7532</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>MICROSOFT CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>14514</value> <shrsOrPrnAmt> <sshPrnamt>51482</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>42817</Sole> <Shared>0</Shared> <None>8665</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WELLS FARGO CO NEW</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>949746101</cusip> <value>15016</value> <shrsOrPrnAmt> <sshPrnamt>323561</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>270071</Sole> <Shared>0</Shared> <None>53490</None> </votingAuthority> </infoTable> </informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>