Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 42 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 10, bought 6 totally new, decreased the number of shares of 22 and completely sold out 4 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 16 securities out of which top 5 purchases (by % change to portfolio) are (KR) KROGER CO (new buy), (CHKP) CHECK POINT SOFTWARE TECH (new buy), (PRGO) PERRIGO CO PLC (new buy), (CF) CF INDUSTRIES HOLDINGS INC (new buy) and (GOLD) BARRICK GOLD CORP (new buy).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) are (PVH) PVH CORP (4.18%), (WFC) WELLS FARGO & CO (3.88%), (FLEX) FLEX LTD (3.84%), (GM) GENERAL MOTORS CO (3.76%) and (COF) CAPITAL ONE FINANCIAL CORP (3.75%).

In the latest report(s) the following changes have been made to the top investments: (PVH) PVH CORP (reduced shares -5.19%), (WFC) WELLS FARGO & CO (reduced shares -5.17%), (FLEX) FLEX LTD (added shares +10.91%), (GM) GENERAL MOTORS CO (reduced shares -2.53%) and (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -5.06%).

2024 Q1 (42 results)
KR
buy
+1,433,529
+2.56%
$57.13
9.00% $51.99
2.56%
PRGO
buy
+2,273,819
+2.29%
$32.19
18.98% $26.08
2.29%
CF
buy
+785,065
+2.04%
$83.21
11.38% $73.74
2.04%
GOLD
buy
+3,005,689
+1.56%
$16.64
1.20% $16.44
1.56%
CHKP
buy
+475,811
+2.44%
$164.01
3.71% $157.93
2.44%
CVX
buy
+71,840
+0.35%
$157.74
2.65% $153.56
0.35%
PFE
+57.90%
+937,326
+0.81%
$27.75
1.80% $27.25
2.22%
BKR
+57.23%
+907,498
+0.95%
$33.50
3.67% $32.27
2.61%
KHC
+18.13%
+380,661
+0.44%
$36.90
11.22% $32.76
2.86%
HOLX
+10.98%
+109,705
+0.27%
$77.96
8.29% $71.50
2.70%
FLEX
+10.91%
+422,596
+0.38%
$28.61
10.98% $31.75
3.84%
CNC
+8.99%
+96,944
+0.24%
$78.48
14.12% $67.40
2.88%
OGN
+7.48%
+349,611
+0.21%
$18.80
8.19% $20.34
2.95%
KMI
+4.36%
+204,932
+0.12%
$18.34
8.12% $19.83
2.82%
LEN
+3.60%
+14,300
+0.08%
$171.98
13.09% $149.46
2.21%
ANTM
+3.14%
+4,713
+0.08%
$518.54
6.93% $482.58
2.51%
BBWI
-0.23%
-4,444
-0.01%
$50.02
16.41% $41.81
2.97%
FDX
-0.94%
-2,562
-0.02%
$289.74
13.38% $250.96
2.46%
MRK
-1.20%
-8,431
-0.03%
$131.95
3.05% $127.93
2.86%
FIS
-2.08%
-31,841
-0.07%
$74.18
4.50% $77.52
3.49%
WLTW
-2.30%
-6,967
-0.06%
$275.00
15.80% $231.56
2.55%
GM
-2.53%
-68,742
-0.10%
$45.35
4.85% $47.55
3.76%
ORCL
-4.95%
-36,227
-0.14%
$125.61
15.36% $144.90
2.73%
COF
-5.06%
-42,904
-0.20%
$148.89
7.48% $137.75
3.75%
CLF
-5.10%
-206,039
-0.15%
$22.74
35.44% $14.68
2.73%
WFC
-5.17%
-116,816
-0.21%
$57.96
1.79% $59.00
3.88%
PVH
-5.19%
-51,997
-0.23%
$140.61
19.27% $113.52
4.18%
CAH
-5.49%
-31,153
-0.11%
$111.90
8.12% $102.81
1.88%
NXPI
-5.59%
-19,086
-0.15%
$247.77
9.27% $270.74
2.50%
BRK.B
-8.15%
-18,735
-0.25%
$420.52
3.07% $407.60
2.78%
PCAR
-13.13%
-82,346
-0.32%
$123.89
13.38% $107.31
2.11%
TEVA
-15.97%
-1,424,544
-0.63%
$14.11
21.12% $17.09
3.31%
TTE
-16.42%
-204,809
-0.44%
$68.83
3.30% $66.56
2.25%
CEG
-23.30%
-109,362
-0.63%
$184.85
18.54% $219.12
2.08%
GEHCV
-27.44%
-278,207
-0.79%
$90.91
38.40% $56.00
2.09%
HII
-35.05%
-123,755
-1.13%
$291.47
16.50% $243.38
2.09%
VST
-37.37%
-856,689
-1.87%
$69.65
22.80% $85.53
3.13%
AYI
-46.45%
-161,418
-1.36%
$268.73
7.00% $249.91
1.56%
BA
-100.00%
-371,498
-3.03%
$260.66
32.77% $175.23
0.00%
MU
-100.00%
-1,096,241
-2.93%
$85.34
81.27% $154.70
0.00%
ADI
-100.00%
-338,823
-2.10%
$198.56
18.17% $234.63
0.00%
AMAT
-100.00%
-380,535
-1.93%
$162.07
52.35% $246.91
0.00%
42 of 1,816

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.