What smart money is saying about Harbor Diversified
1 fund in our archive has pitched Harbor Diversified — most recently Cedar Creek Partners in March 2026.
Harbor Diversified, Inc., together with its subsidiaries, provides air transportation services in the Unites States. It also leases and finances for flight equipment. As of December 31, 2021, it owned and operated a fleet of 64 regional jets. The company was formerly known as Harbor BioSciences, Inc. and changed its name to Harbor Diversified, Inc. in February 2012. Harbor Diversified, Inc. was incorporated in 1992 and is headquartered in Appleton, Wisconsin.
Get an email when a fund writes about it
Position history
Between Q1 2026 and Q2 2026, 1 fund letter reported a position in Harbor Diversified — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- AddedCedar Creek PartnersJune 2026
“Expert Market Stocks in the Fund We discussed Exco Resources in our last two letters. Fairfax owns over 49% of the company. It is primarily an onshore domestic natural gas producer. At $22 per share, it currently trades at less than four times our 2026 earnings estimate, excluding mark-to-market charges related to hedging activities. If it was listed, we think it would trade near its year end PV-10 per share, or roughly $55 per share. If it was put up for sale, we think it could fetch around $80 per share. They are aggressively developing their reserves. Capital expenditures are expected to be over $400 million in 2026, which is significant in relation to its $1 billion market cap. We began accumulating shares of Harbor Diversified after its December 18, 2025, announcement that the company was selling its Air Wisconsin subsidiary and all related aircraft in three separate deals for aggregate consideration of $113 million.”
Harbor Diversified
Fund coverage · 1 thesis
- Cedar Creek PartnersMarch 2026
Harbor Diversified is a cash-rich holding after selling Air Wisconsin, trading well below estimated net cash with catalysts from strategic alternatives.
Read the full thesis
Read every full thesis on Harbor Diversified
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→