Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 39 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 9, bought 4 totally new, decreased the number of shares of 24 and completely sold out 2 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (ADI) ANALOG DEVICES INC (new buy), (FIS) FIDELITY NATIONAL INFO SERV (new buy), (RHHBY) ROCHE HOLDINGS LTD-SPONS ADR (new buy), (ANTM) ANTHEM INC (new buy) and (CSCO) CISCO SYSTEMS INC (added shares +25.07%).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) are (FLEX) FLEX LTD (4.74%), (VST) VISTRA CORP (4.25%), (NXPI) NXP SEMICONDUCTORS NV (3.88%), (WFC) WELLS FARGO & CO (3.64%) and (COF) CAPITAL ONE FINANCIAL CORP (3.51%).

In the latest report(s) the following changes have been made to the top investments: (FLEX) FLEX LTD (reduced shares -6.35%), (VST) VISTRA CORP (reduced shares -2.51%), (NXPI) NXP SEMICONDUCTORS NV (reduced shares -3.32%), (WFC) WELLS FARGO & CO (reduced shares -2.78%) and (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -1.34%).

2023 Q2 (39 results)
ADI
buy
+342,209
+2.46%
$194.81
9.95% $175.43
2.46%
ANTM
buy
+117,387
+1.92%
$444.29
8.62% $482.58
1.92%
FIS
buy
+1,050,900
+2.12%
$54.70
0.84% $54.24
2.12%
RHHBY
buy
+1,437,613
+2.02%
$38.20
11.68% $33.74
2.02%
CSCO
+25.07%
+265,159
+0.51%
$51.74
5.12% $54.39
2.52%
CNC
+19.94%
+170,750
+0.42%
$67.45
2.74% $69.30
2.55%
FDX
+15.93%
+44,589
+0.41%
$247.90
6.94% $265.11
2.97%
OGN
+13.35%
+444,972
+0.34%
$20.81
19.80% $16.69
2.90%
MRK
+12.17%
+81,465
+0.35%
$115.39
11.13% $102.55
3.19%
CLF
+9.38%
+359,754
+0.22%
$16.76
6.26% $15.71
2.59%
HII
+6.97%
+23,881
+0.20%
$227.60
11.24% $202.01
3.07%
KHC
+5.38%
+75,882
+0.10%
$35.50
6.79% $33.09
1.95%
BA
+2.38%
+7,903
+0.06%
$211.16
11.05% $187.83
2.64%
RHI
-1.19%
-8,614
-0.02%
$75.22
4.24% $72.03
1.98%
GEHCV
-1.21%
-12,166
-0.04%
$81.24
31.07% $56.00
2.97%
KMI
-1.27%
-51,692
-0.03%
$17.22
6.16% $16.16
2.55%
GM
-1.31%
-27,329
-0.04%
$38.56
15.79% $32.47
2.92%
CAG
-1.32%
-21,543
-0.03%
$33.72
20.55% $26.79
2.01%
COF
-1.34%
-11,783
-0.05%
$109.37
13.03% $95.12
3.51%
CEG
-1.43%
-13,240
-0.04%
$91.55
14.40% $104.73
3.07%
VST
-2.51%
-113,231
-0.11%
$26.25
23.92% $32.53
4.25%
PVH
-2.67%
-28,725
-0.09%
$84.97
11.47% $75.22
3.28%
HOLX
-2.77%
-18,426
-0.05%
$80.97
14.94% $68.87
1.93%
WFC
-2.78%
-66,077
-0.10%
$42.68
7.19% $39.61
3.64%
TTE
-3.05%
-37,533
-0.08%
$57.64
12.11% $64.62
2.53%
NXPI
-3.32%
-17,691
-0.13%
$204.68
2.19% $200.19
3.88%
BKR
-3.43%
-75,119
-0.09%
$31.61
9.33% $34.56
2.46%
PCAR
-3.64%
-28,116
-0.09%
$83.65
1.33% $84.76
2.29%
MU
-4.25%
-36,477
-0.08%
$63.11
7.68% $67.96
1.91%
FLEX
-6.35%
-315,985
-0.32%
$27.64
3.44% $26.69
4.74%
BRK.B
-9.91%
-30,055
-0.38%
$341.00
2.08% $348.08
3.43%
AVTR
-13.90%
-540,791
-0.41%
$20.54
1.51% $20.85
2.54%
PFE
-26.54%
-647,521
-0.88%
$36.68
7.47% $33.94
2.42%
AMAT
-31.10%
-176,970
-0.94%
$144.54
3.48% $139.51
2.09%
CAH
-40.53%
-413,630
-1.44%
$94.57
8.66% $86.38
2.12%
LEN
-46.81%
-393,644
-1.82%
$125.31
11.30% $111.15
2.07%
ORCL
-53.19%
-644,575
-2.83%
$119.09
10.40% $106.71
2.49%
VSCO
-100.00%
-1,986,788
-2.50%
$34.15
52.86% $16.10
0.00%
LRCX
-100.00%
-123,375
-2.41%
$530.12
19.01% $630.88
0.00%
39 of 1,695

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.