Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 38 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 11, bought 3 totally new, decreased the number of shares of 21 and completely sold out 3 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (BA) BOEING CO/THE (new buy), (TTE) TOTALENERGIES SE -SPON ADR (new buy), (LRCX) LAM RESEARCH CORP (new buy), (GOOGL) ALPHABET INC-CL A (added shares +64.73%) and (HII) HUNTINGTON INGALLS INDUSTRIE (added shares +40.81%).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following changes have been made to the top investments: (VST) VISTRA CORP (reduced shares -4.06%), (FLEX) FLEX LTD (reduced shares -2.71%), (PVH) PVH CORP (reduced shares -7.77%), (ORCL) ORACLE CORP (reduced shares -4.71%) and (WFC) WELLS FARGO & CO (reduced shares -4.59%).

2022 Q4 (38 results)
BA
buy
+319,504
+2.29%
$190.49
12.74% $214.76
2.29%
TTE
buy
+951,398
+2.22%
$62.08
0.48% $61.78
2.22%
LRCX
buy
+94,560
+1.49%
$420.30
26.87% $533.24
1.49%
GOOGL
+64.73%
+180,738
+1.10%
$88.23
22.00% $107.64
2.80%
HII
+40.81%
+99,036
+0.86%
$230.68
2.33% $225.31
2.96%
SIVB
+39.57%
+98,156
+0.85%
$230.14
40.50% $323.35
3.00%
FRC
+29.85%
+181,137
+0.83%
$121.89
17.88% $143.69
3.61%
GM
+21.46%
+437,062
+0.56%
$33.64
23.07% $41.40
3.18%
MU
+20.81%
+210,078
+0.39%
$49.98
24.31% $62.13
2.29%
OGN
+18.51%
+474,402
+0.50%
$27.93
6.84% $29.84
3.19%
BAC
+13.66%
+118,356
+0.28%
$33.12
11.02% $36.77
2.31%
COF
+11.08%
+50,747
+0.34%
$92.96
29.20% $120.10
3.45%
PFE
+6.82%
+120,072
+0.23%
$51.24
14.93% $43.59
3.63%
FDX
+3.47%
+11,070
+0.07%
$173.20
21.20% $209.91
2.15%
MRK
-1.42%
-9,052
-0.04%
$110.95
4.75% $105.68
2.75%
BRK.B
-1.80%
-5,817
-0.07%
$308.90
1.32% $312.97
3.68%
FLEX
-2.71%
-154,887
-0.12%
$21.46
13.93% $24.45
4.49%
VST
-4.06%
-198,110
-0.19%
$23.20
0.17% $23.24
4.57%
MS
-4.12%
-26,621
-0.09%
$85.02
16.70% $99.22
1.98%
AMAT
-4.44%
-27,636
-0.10%
$97.38
23.76% $120.52
2.18%
WFC
-4.59%
-120,206
-0.19%
$41.29
16.57% $48.13
3.88%
ORCL
-4.71%
-60,865
-0.20%
$81.74
7.34% $87.74
4.03%
VSCO
-4.97%
-121,402
-0.16%
$35.78
22.55% $43.85
3.12%
LEN
-6.08%
-65,318
-0.22%
$90.50
14.39% $103.52
3.44%
HOLX
-6.36%
-61,363
-0.17%
$74.81
15.17% $86.16
2.54%
CAG
-6.58%
-136,920
-0.20%
$38.70
6.30% $36.26
2.83%
NXPI
-7.16%
-37,025
-0.25%
$158.03
22.28% $193.24
3.24%
PVH
-7.77%
-128,903
-0.34%
$70.59
25.92% $88.89
4.06%
CLF
-18.89%
-912,164
-0.55%
$16.11
25.20% $20.17
2.37%
KMI
-20.55%
-965,314
-0.68%
$18.08
1.11% $18.28
2.62%
TPX
-23.06%
-574,587
-0.81%
$34.33
22.52% $42.06
2.72%
CAH
-28.96%
-297,078
-0.86%
$76.87
2.26% $78.61
2.11%
BKR
-37.05%
-1,375,005
-1.53%
$29.53
10.13% $32.52
2.59%
PCAR
-40.68%
-379,891
-1.53%
$98.97
11.44% $110.29
2.23%
VNT
-98.99%
-3,033,361
-2.20%
$19.33
22.35% $23.65
0.02%
ELAN
-100.00%
-4,131,801
-1.93%
$12.41
12.25% $13.93
0.00%
PRGO
-100.00%
-2,635,278
-3.84%
$35.66
2.36% $36.50
0.00%
COG
-100.00%
-836,330
-1.48%
$26.12
14.82% $22.25
0.00%
38 of 1,614

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.