Harry Burn's Portfolio

Sound Shore Management 13F holdings

What is Harry Burn's portfolio?

Sound Shore Management has disclosed a total of 35 security holdings in their (2022 Q4) SEC 13F filing(s) with portfolio value of $2,660,054,289.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 31 Dec 2022, the top 5 holdings are (VST) VISTRA CORP (4.57%), (FLEX) FLEX LTD (4.49%), (PVH) PVH CORP (4.06%), (ORCL) ORACLE CORP (4.03%) and (WFC) WELLS FARGO & CO (3.88%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2022 Q4" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2022 Q4), please click on the "important" button.

Portfolio value: $2,660M+
Period: 2022 Q4
Number of stock: 35
Update: 06 Feb 2023
GOOGL
2.80%
459,975
$88.23
22.00% $107.64
$40,583,650
+64.73% (+180,738)
+1.10%
AMAT
2.18%
594,937
$97.38
23.76% $120.52
$57,934,965
-4.44% (-27,636)
-0.10%
BKR
2.59%
2,336,296
$29.53
10.13% $32.52
$68,990,821
-37.05% (-1,375,005)
-1.53%
BAC
2.31%
984,932
$33.12
11.02% $36.77
$32,620,977
+13.66% (+118,356)
+0.28%
BRK.B
3.68%
317,170
$308.90
1.32% $312.97
$97,973,813
-1.80% (-5,817)
-0.07%
BA
2.29%
319,504
$190.49
12.74% $214.76
$60,862,317
buy
+2.29%
COF
3.45%
508,724
$92.96
29.20% $120.10
$47,291,002
+11.08% (+50,747)
+0.34%
CAH
2.11%
728,617
$76.87
2.26% $78.61
$56,008,789
-28.96% (-297,078)
-0.86%
CLF
2.37%
3,917,051
$16.11
25.20% $20.17
$63,103,691
-18.89% (-912,164)
-0.55%
CAG
2.83%
1,943,317
$38.70
6.30% $36.26
$75,206,368
-6.58% (-136,920)
-0.20%
FDX
2.15%
330,469
$173.20
21.20% $209.91
$57,237,231
+3.47% (+11,070)
+0.07%
FRC
3.61%
787,896
$121.89
17.88% $143.69
$96,036,643
+29.85% (+181,137)
+0.83%
FLEX
4.49%
5,564,336
$21.46
13.93% $24.45
$119,410,650
-2.71% (-154,887)
-0.12%
GM
3.18%
2,473,252
$33.64
23.07% $41.40
$83,200,206
+21.46% (+437,062)
+0.56%
HOLX
2.54%
902,863
$74.81
15.17% $86.16
$67,543,181
-6.36% (-61,363)
-0.17%
HII
2.96%
341,691
$230.68
2.33% $225.31
$78,821,279
+40.81% (+99,036)
+0.86%
KMI
2.62%
3,732,016
$18.08
1.11% $18.28
$67,474,864
-20.55% (-965,314)
-0.68%
LRCX
1.49%
94,560
$420.30
26.87% $533.24
$39,743,569
buy
+1.49%
LEN
3.44%
1,009,671
$90.50
14.39% $103.52
$91,375,226
-6.08% (-65,318)
-0.22%
MRK
2.75%
629,038
$110.95
4.75% $105.68
$69,791,815
-1.42% (-9,052)
-0.04%
20 of 35

Completely sold out

COG
836,330
-1.48%
ELAN
4,131,801
-1.93%
PRGO
2,635,278
-3.84%

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.