Harry Burn's Portfolio

Sound Shore Management 13F holdings

What is Harry Burn's portfolio?

Sound Shore Management has disclosed a total of 40 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $3,029,115,753.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 31 Dec 2024, the top 5 holdings are (COF) CAPITAL ONE FINANCIAL CORP (4.19%), (WFC) WELLS FARGO & CO (3.60%), (TEVA) TEVA PHARMACEUTICAL-SP ADR (3.47%), (COG) CABOT OIL & GAS CORP (3.32%) and (AVTR) AVANTOR INC (3.26%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $3,029M+
Period: 2024 Q4
Number of stock: 40
Update: 11 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AES
AES CORP
2.28%
5,367,768
$12.87
20.90% $10.18
$69,083,174
buy
+2.28%
AVTR
AVANTOR INC
3.26%
4,681,535
$21.07
38.92% $12.87
$98,639,943
+32.92% (+1,159,426)
+0.81%
BKR
BAKER HUGHES CO
2.14%
1,578,824
$41.02
9.56% $37.10
$64,763,360
-19.36% (-379,002)
-0.51%
GOLD
BARRICK GOLD CORP
1.96%
3,832,754
$15.50
18.77% $18.41
$59,407,688
-11.97% (-521,090)
-0.27%
BBWI
BATH & BODY WORKS INC
2.86%
2,234,214
$38.77
19.55% $31.19
$86,620,477
-8.83% (-216,378)
-0.28%
BAX
BAXTER INTERNATIONAL INC
2.39%
2,484,581
$29.16
5.32% $30.71
$72,450,382
buy
+2.39%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
2.38%
158,812
$453.28
19.09% $539.80
$71,986,304
+21.13% (+27,698)
+0.41%
BMY
BRISTOL-MYERS SQUIBB CO
2.57%
1,373,687
$56.56
10.59% $50.57
$77,695,737
buy
+2.56%
COG
CABOT OIL & GAS CORP
3.32%
3,941,842
$25.54
12.88% $22.25
$100,674,645
-1.86% (-74,554)
-0.06%
COF
CAPITAL ONE FINANCIAL CORP
4.19%
711,288
$178.32
5.33% $187.83
$126,836,876
-2.88% (-21,099)
-0.12%
CF
CF INDUSTRIES HOLDINGS INC
2.38%
844,594
$85.32
5.53% $80.60
$72,060,760
-2.60% (-22,546)
-0.06%
CHKP
CHECK POINT SOFTWARE TECH
2.95%
478,888
$186.70
16.52% $217.55
$89,408,390
+42.29% (+142,328)
+0.88%
C
CITIGROUP INC COM NEW
2.85%
1,226,512
$70.39
0.28% $70.59
$86,334,180
buy
+2.85%
CSX
CSX CORP
2.24%
2,101,785
$32.27
11.06% $28.70
$67,824,602
buy
+2.24%
EOG
EOG RESOURCES INC
2.08%
512,884
$122.58
9.56% $110.86
$62,869,321
buy
+2.08%
FDX
FEDEX CORP
2.24%
241,475
$281.33
21.90% $219.72
$67,934,161
+12.82% (+27,444)
+0.25%
FIS
FIDELITY NATIONAL INFO SERV
2.53%
948,558
$80.77
2.36% $78.86
$76,615,029
-15.31% (-171,449)
-0.46%
FLEX
FLEX LTD
2.26%
1,786,322
$38.39
4.30% $36.74
$68,576,902
-22.93% (-531,476)
-0.67%
GEHCV
GE HEALTHCARE INC-W/I
2.00%
775,341
$78.18
28.37% $56.00
$60,616,159
+2.54% (+19,208)
+0.05%
GM
GENERAL MOTORS CO
1.90%
1,081,595
$53.27
14.96% $45.30
$57,616,566
-49.49% (-1,059,744)
-1.86%
20 of 40

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ANTM
ANTHEM INC
119,497
-2.05%
CAH
CARDINAL HEALTH INC
553,413
-2.02%
CNC
CENTENE CORP
836,674
-2.08%
CVS
CVS HEALTH CORP
1,140,812
-2.37%
HII
HUNTINGTON INGALLS INDUSTRIE
234,904
-2.05%
KHC
KRAFT HEINZ CO/THE
1,937,267
-2.25%
MRK
MERCK & CO INC
547,423
-2.05%
ORCL
ORACLE CORP
424,316
-2.39%
PFE
PFIZER INC
2,748,790
-2.63%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.