Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 40 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 5, bought 5 totally new, decreased the number of shares of 26 and completely sold out 4 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (KMI) KINDER MORGAN INC (new buy), (CAH) CARDINAL HEALTH INC (new buy), (FDX) FEDEX CORP (new buy), (AMAT) APPLIED MATERIALS INC (new buy) and (FRC) FIRST REPUBLIC BANK/CA (new buy).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) are (VST) VISTRA CORP (4.55%), (PRGO) PERRIGO CO PLC (4.21%), (WFC) WELLS FARGO & CO (3.7%), (FLEX) FLEX LTD (3.62%) and (LEN) LENNAR CORP-A (3.62%).

In the latest report(s) the following changes have been made to the top investments: (VST) VISTRA CORP (reduced shares -9.71%), (PRGO) PERRIGO CO PLC (reduced shares -23.25%), (WFC) WELLS FARGO & CO (reduced shares -1.98%), (FLEX) FLEX LTD (reduced shares -21.56%) and (LEN) LENNAR CORP-A (added shares +2.36%).

2022 Q2 (40 results)
KMI
buy
+4,695,997
+2.88%
$16.76
1.37% $16.53
2.88%
FDX
buy
+305,324
+2.53%
$226.71
34.13% $149.33
2.53%
CAH
buy
+1,381,718
+2.64%
$52.27
26.36% $66.05
2.64%
AMAT
buy
+748,332
+2.49%
$90.98
7.35% $84.29
2.49%
FRC
buy
+394,239
+2.08%
$144.20
6.25% $135.19
2.08%
VSCO
+55.68%
+975,637
+1.00%
$27.97
7.29% $30.01
2.79%
PVH
+14.19%
+205,122
+0.43%
$56.90
14.75% $48.51
3.44%
TPX
+11.27%
+308,296
+0.24%
$21.37
16.19% $24.83
2.38%
SIVB
+5.06%
+11,208
+0.16%
$394.99
13.71% $340.83
3.37%
LEN
+2.36%
+32,295
+0.08%
$70.57
9.21% $77.07
3.62%
BKR
-0.62%
-14,201
-0.02%
$28.87
24.73% $21.73
2.40%
VZ
-1.76%
-21,832
-0.04%
$50.75
22.13% $39.52
2.27%
WFC
-1.98%
-52,075
-0.07%
$39.17
3.17% $40.41
3.70%
CAG
-4.41%
-95,237
-0.12%
$34.24
0.32% $34.35
2.59%
ELAN
-5.96%
-257,318
-0.18%
$19.63
32.65% $13.22
2.92%
IP
-7.05%
-110,859
-0.17%
$41.83
20.87% $33.10
2.24%
NXPI
-7.38%
-46,612
-0.25%
$148.03
3.32% $152.94
3.17%
BRK.B
-7.42%
-19,404
-0.19%
$273.02
1.92% $267.77
2.42%
COF
-7.43%
-55,609
-0.21%
$104.19
9.99% $93.78
2.64%
MS
-7.52%
-94,801
-0.26%
$76.06
7.17% $81.51
3.25%
HOLX
-7.56%
-78,305
-0.20%
$69.30
9.12% $62.98
2.43%
PCAR
-7.60%
-94,982
-0.29%
$82.34
1.79% $83.81
3.48%
GM
-8.56%
-174,983
-0.20%
$31.76
11.71% $35.48
2.17%
VNT
-9.10%
-336,413
-0.28%
$22.99
21.23% $18.11
2.83%
VST
-9.71%
-585,045
-0.49%
$22.85
2.28% $23.37
4.55%
ORCL
-18.94%
-319,051
-0.82%
$69.87
7.61% $64.55
3.49%
OGN
-19.79%
-629,012
-0.78%
$33.75
23.70% $25.75
3.15%
ANTM
-21.32%
-33,912
-0.60%
$482.58
0.00% $482.58
2.21%
FLEX
-21.56%
-1,879,131
-1.00%
$14.47
16.72% $16.89
3.62%
GOOGL
-22.75%
-150,200
-0.60%
$108.96
9.38% $98.74
2.04%
PRGO
-23.25%
-859,173
-1.28%
$40.57
6.11% $38.09
4.21%
COG
-29.82%
-941,214
-0.89%
$25.79
13.73% $22.25
2.09%
BAC
-31.24%
-730,451
-0.83%
$31.13
1.93% $31.73
1.83%
PFE
-38.57%
-757,555
-1.45%
$52.43
15.93% $44.08
2.32%
MRK
-49.45%
-648,082
-2.16%
$91.17
4.81% $86.78
2.21%
Y
-52.78%
-56,036
-1.71%
$833.10
1.07% $841.98
1.53%
ST
-100.00%
-23,137
-0.04%
$50.87
25.99% $37.65
0.00%
CI
-100.00%
-307,434
-2.70%
$239.61
15.93% $277.77
0.00%
XRAY
-100.00%
-1,989,565
-3.59%
$49.22
39.09% $29.98
0.00%
APTV
-100.00%
-764,308
-3.35%
$119.71
30.21% $83.55
0.00%
40 of 1,537

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.