Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 41 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 24, bought 1 totally new, decreased the number of shares of 12 and completely sold out 4 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 25 securities out of which top 5 purchases (by % change to portfolio) are (MHK) MOHAWK INDUSTRIES INC (new buy), (CSX) CSX CORP (added shares +47.99%), (EOG) EOG RESOURCES INC (added shares +41.23%), (FIS) FIDELITY NATIONAL INFO SERV (added shares +37.08%) and (HOLX) HOLOGIC INC (added shares +42.61%).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) are (COG) CABOT OIL & GAS CORP (3.97%), (COF) CAPITAL ONE FINANCIAL CORP (3.77%), (FIS) FIDELITY NATIONAL INFO SERV (3.4%), (BAX) BAXTER INTERNATIONAL INC (3.39%) and (C) CITIGROUP INC COM NEW (3.38%).

In the latest report(s) the following changes have been made to the top investments: (COG) CABOT OIL & GAS CORP (reduced shares -0.46%), (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -15.63%), (FIS) FIDELITY NATIONAL INFO SERV (added shares +37.08%), (BAX) BAXTER INTERNATIONAL INC (added shares +13.74%) and (C) CITIGROUP INC COM NEW (added shares +10.71%).

2025 Q1 (41 results)
MHK
buy
+535,637
+2.14%
$114.18
7.94% $105.11
2.14%
MTCH
+64.86%
+792,408
+0.87%
$31.20
11.96% $27.47
2.20%
CSX
+47.99%
+1,008,725
+1.04%
$29.43
1.60% $28.96
3.21%
HOLX
+42.61%
+413,403
+0.89%
$61.77
9.05% $56.18
2.99%
PEG
+41.34%
+226,124
+0.65%
$82.30
3.43% $79.48
2.23%
EOG
+41.23%
+211,473
+0.95%
$128.24
14.45% $109.71
3.25%
FIS
+37.08%
+351,684
+0.92%
$74.68
4.34% $77.92
3.40%
INCY
+24.46%
+293,749
+0.62%
$60.55
1.35% $59.73
3.17%
PRGO
+23.10%
+616,387
+0.61%
$28.04
4.42% $26.80
3.23%
DIS
+20.04%
+155,603
+0.54%
$98.70
6.50% $105.12
3.22%
CF
+19.38%
+163,698
+0.45%
$78.15
4.06% $81.32
2.76%
LEN
+17.78%
+70,463
+0.28%
$114.78
4.54% $109.57
1.88%
PYPL
+17.15%
+181,521
+0.41%
$65.25
8.02% $70.48
2.83%
TEVA
+14.23%
+679,377
+0.37%
$15.37
17.57% $18.07
2.94%
BAX
+13.74%
+341,321
+0.41%
$34.23
8.85% $31.20
3.39%
AES
+13.60%
+730,178
+0.32%
$12.42
12.88% $10.82
2.65%
LUV
+12.67%
+321,258
+0.38%
$33.58
7.47% $31.07
3.36%
C
+10.71%
+131,386
+0.33%
$70.99
0.92% $71.64
3.38%
NEM
+7.93%
+21,165
+0.04%
$48.28
9.42% $52.83
0.49%
BMY
+3.75%
+51,479
+0.11%
$60.99
23.13% $46.88
3.04%
ZBH
+3.56%
+27,423
+0.11%
$113.18
15.97% $95.11
3.17%
KMI
+2.73%
+63,684
+0.06%
$28.53
5.22% $27.04
2.40%
GEHCV
+0.76%
+5,856
+0.02%
$80.71
30.62% $56.00
2.21%
GOLD
+0.52%
+20,098
+0.01%
$19.44
2.98% $18.86
2.62%
OGN
+0.17%
+8,420
+0.00%
$14.89
39.42% $9.02
2.60%
COG
-0.46%
-18,209
-0.02%
$28.90
23.01% $22.25
3.97%
PVH
-0.49%
-4,310
-0.01%
$64.64
16.89% $75.56
1.99%
FLEX
-3.10%
-55,377
-0.06%
$33.08
16.44% $38.52
2.01%
KR
-9.34%
-123,291
-0.29%
$67.69
6.09% $71.81
2.84%
GM
-9.79%
-105,882
-0.17%
$47.03
0.68% $47.35
1.61%
BRK.B
-10.51%
-16,690
-0.31%
$532.58
3.63% $513.25
2.65%
AVTR
-10.88%
-509,183
-0.29%
$16.21
24.24% $12.28
2.37%
COF
-15.63%
-111,148
-0.70%
$179.30
5.69% $189.50
3.77%
WFC
-19.62%
-304,713
-0.77%
$71.79
2.12% $73.31
3.14%
WLTW
-22.35%
-66,412
-0.79%
$337.95
31.48% $231.56
2.73%
NXPI
-30.45%
-131,949
-0.88%
$190.06
0.78% $188.57
2.01%
CHKP
-43.43%
-208,002
-1.66%
$227.92
3.18% $220.67
2.16%
BKR
-100.00%
-1,578,824
-2.27%
$41.02
11.63% $36.25
0.00%
FDX
-100.00%
-241,475
-2.38%
$281.33
22.08% $219.21
0.00%
VST
-100.00%
-481,772
-2.33%
$137.87
2.20% $140.91
0.00%
BBWI
-100.00%
-2,234,214
-3.03%
$38.77
18.13% $31.74
0.00%
41 of 1,990

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.