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
4.25% $109.33
2.14%
MTCH
+64.86%
+792,408
+0.87%
$31.20
4.71% $32.67
2.20%
CSX
+47.99%
+1,008,725
+1.04%
$29.43
16.75% $34.36
3.21%
HOLX
+42.61%
+214,969
+0.89%
$61.77
3.11% $63.69
2.99%
PEG
+41.34%
+223,862
+0.65%
$82.30
2.56% $84.41
2.23%
EOG
+41.23%
+211,473
+0.95%
$128.24
9.16% $116.49
3.25%
FIS
+37.08%
+351,684
+0.92%
$74.68
7.23% $80.08
3.40%
INCY
+24.46%
+293,749
+0.62%
$60.55
11.28% $67.38
3.17%
PRGO
+23.10%
+554,748
+0.61%
$28.04
3.92% $26.94
3.23%
DIS
+20.04%
+155,603
+0.54%
$98.70
22.43% $120.84
3.22%
CF
+19.38%
+163,698
+0.45%
$78.15
16.43% $90.99
2.76%
LEN
+17.78%
+70,463
+0.28%
$114.78
4.66% $109.43
1.88%
PYPL
+17.15%
+166,091
+0.41%
$65.25
14.67% $74.82
2.83%
TEVA
+14.23%
+679,377
+0.37%
$15.37
6.12% $16.31
2.94%
BAX
+13.74%
+341,321
+0.41%
$34.23
20.04% $27.37
3.39%
AES
+13.60%
+730,178
+0.32%
$12.42
10.23% $13.69
2.65%
LUV
+12.67%
+321,258
+0.38%
$33.58
9.77% $36.86
3.36%
C
+10.71%
+131,386
+0.33%
$70.99
30.51% $92.65
3.38%
NEM
+7.93%
+21,165
+0.04%
$48.28
23.99% $59.86
0.49%
BMY
+3.75%
+28,313
+0.11%
$60.99
23.45% $46.69
3.04%
ZBH
+3.56%
+27,423
+0.11%
$113.18
18.19% $92.59
3.17%
KMI
+2.73%
+59,226
+0.06%
$28.53
4.98% $27.11
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
8.85% $21.16
2.62%
OGN
+0.17%
+8,420
+0.00%
$14.89
36.53% $9.45
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
13.35% $73.27
1.99%
FLEX
-3.10%
-49,008
-0.06%
$33.08
61.09% $53.29
2.01%
KR
-9.34%
-123,291
-0.29%
$67.69
6.40% $72.02
2.84%
GM
-9.79%
-105,882
-0.17%
$47.03
13.14% $53.21
1.61%
BRK.B
-10.51%
-16,690
-0.31%
$532.58
10.92% $474.41
2.65%
AVTR
-10.88%
-509,183
-0.29%
$16.21
23.87% $12.34
2.37%
COF
-15.63%
-106,702
-0.70%
$179.30
20.40% $215.88
3.77%
WFC
-19.62%
-297,095
-0.77%
$71.79
11.83% $80.28
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
20.10% $228.27
2.01%
CHKP
-43.43%
-208,002
-1.66%
$227.92
2.32% $222.64
2.16%
VST
-100.00%
-481,772
-2.33%
$137.87
36.53% $188.23
0.00%
BBWI
-100.00%
-1,195,304
-3.03%
$38.77
16.53% $32.36
0.00%
BKR
-100.00%
-1,578,824
-2.27%
$41.02
2.85% $39.85
0.00%
FDX
-100.00%
-241,475
-2.38%
$281.33
19.76% $225.73
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.