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
+270,496
+2.14%
$114.18
9.90% $102.88
2.14%
MTCH
+64.86%
+792,408
+0.87%
$31.20
0.80% $30.95
2.20%
CSX
+47.99%
+1,008,725
+1.04%
$29.43
10.16% $32.42
3.21%
HOLX
+42.61%
+214,969
+0.89%
$61.77
4.31% $64.43
2.99%
PEG
+41.34%
+223,862
+0.65%
$82.30
1.26% $83.34
2.23%
EOG
+41.23%
+211,473
+0.95%
$128.24
4.87% $121.99
3.25%
FIS
+37.08%
+351,684
+0.92%
$74.68
7.79% $80.50
3.40%
INCY
+24.46%
+293,749
+0.62%
$60.55
11.08% $67.26
3.17%
PRGO
+23.10%
+554,748
+0.61%
$28.04
5.67% $26.45
3.23%
DIS
+20.04%
+155,603
+0.54%
$98.70
19.30% $117.75
3.22%
CF
+19.38%
+163,698
+0.45%
$78.15
23.52% $96.53
2.76%
LEN
+17.78%
+70,463
+0.28%
$114.78
3.62% $110.63
1.88%
PYPL
+17.15%
+166,091
+0.41%
$65.25
10.36% $72.01
2.83%
TEVA
+14.23%
+679,377
+0.37%
$15.37
10.41% $16.97
2.94%
BAX
+13.74%
+341,321
+0.41%
$34.23
12.39% $29.99
3.39%
AES
+13.60%
+730,178
+0.32%
$12.42
18.28% $10.15
2.65%
LUV
+12.67%
+321,258
+0.38%
$33.58
5.06% $31.88
3.36%
C
+10.71%
+131,386
+0.33%
$70.99
11.79% $79.36
3.38%
NEM
+7.93%
+21,165
+0.04%
$48.28
23.16% $59.46
0.49%
BMY
+3.75%
+28,313
+0.11%
$60.99
23.07% $46.92
3.04%
ZBH
+3.56%
+27,423
+0.11%
$113.18
19.16% $91.50
3.17%
KMI
+2.73%
+59,226
+0.06%
$28.53
1.54% $28.09
2.40%
GEHCV
+0.76%
+5,533
+0.02%
$80.71
30.62% $56.00
2.21%
GOLD
+0.52%
+11,355
+0.01%
$19.44
9.67% $21.32
2.62%
OGN
+0.17%
+8,420
+0.00%
$14.89
34.18% $9.80
2.60%
COG
-0.46%
-9,741
-0.02%
$28.90
23.01% $22.25
3.97%
PVH
-0.49%
-4,310
-0.01%
$64.64
2.09% $63.29
1.99%
FLEX
-3.10%
-49,008
-0.06%
$33.08
40.11% $46.35
2.01%
KR
-9.34%
-123,291
-0.29%
$67.69
9.32% $74.00
2.84%
GM
-9.79%
-105,882
-0.17%
$47.03
3.17% $48.52
1.61%
BRK.B
-10.51%
-16,690
-0.31%
$532.58
8.41% $487.77
2.65%
AVTR
-10.88%
-509,183
-0.29%
$16.21
17.15% $13.43
2.37%
COF
-15.63%
-106,702
-0.70%
$179.30
12.46% $201.64
3.77%
WFC
-19.62%
-297,095
-0.77%
$71.79
7.27% $77.01
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
10.94% $210.86
2.01%
CHKP
-43.43%
-208,002
-1.66%
$227.92
2.00% $223.37
2.16%
VST
-100.00%
-481,772
-2.33%
$137.87
35.31% $186.55
0.00%
BBWI
-100.00%
-1,195,304
-3.03%
$38.77
25.79% $28.77
0.00%
BKR
-100.00%
-1,578,824
-2.27%
$41.02
7.78% $37.83
0.00%
FDX
-100.00%
-241,475
-2.38%
$281.33
18.52% $229.23
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.