Harry Burn
Sound Shore Management
Sound Shore Management Portfolio 13F
Harry Burn Holdings Activity
- Portfolio value:
- $3.14B≈ (+$117M≈)
- Previous value:
- $3.03B≈
- # of changes:
- 40
- New positions:
- 3
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 10 Feb 2026
Sound Shore Management has disclosed a total of 40 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 13, bought 3 totally new, decreased the number of shares of 20 and completely sold out 4 position(s).
What stocks did Harry Burn buy in 2025 Q4?
During 2025 Q4 Harry Burn has bought 16 securities out of which top 5 purchases (by % change to portfolio) were (REGN) Regeneron Pharmaceuticals Inc (added shares +52.91%), (GOOGL) Alphabet Inc, CL-A (added shares +7.87%), (PEG) Public Service Enterprise Group Inc (added shares +66.63%), (DIS) Walt Disney Company (added shares +34.08%) and (BRK-B) Berkshire Hathaway Inc (added shares +17.28%).
What did Harry Burn invest in during 2025 Q4?
In the 2025 Q4 report(s) the following changes have been made to the top investments: (REGN) Regeneron Pharmaceuticals Inc (added shares +52.91%), (TEVA) Teva Pharma Industries Ltd ADR (reduced shares -23.68%), (GOOGL) Alphabet Inc, CL-A (added shares +7.87%), (PEG) Public Service Enterprise Group Inc (added shares +66.63%) and (DIS) Walt Disney Company (added shares +34.08%).
40 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
BP PLC-SPONS ADR
|
new
|
+1,954,785
|
1,954,785
|
+2.16%
|
$34.73
|
+23.48%($42.88)
|
2.16%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Salesforce.com Inc
|
new
|
+378,539
|
378,539
|
+3.19%
|
$264.91
|
-25.42%($197.58)
|
3.19%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
QXO, Inc
|
new
|
+4,002,028
|
4,002,028
|
+2.46%
|
$19.29
|
-19.62%($15.50)
|
2.46%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Public Service Enterprise Group Inc
|
+66.63%
|
+544,634
|
1,361,981
|
+1.39%
|
$80.30
|
-6.92%($74.74)
|
3.48%
|
2024 Q2
|
≈ 1.75 years
|
|
|
|
Regeneron Pharmaceuticals Inc
|
+52.91%
|
+60,859
|
175,887
|
+1.49%
|
$771.87
|
+4.04%($803.08)
|
4.32%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Kyndryl Holdings Inc
|
+46.15%
|
+939,154
|
2,974,223
|
+0.79%
|
$26.56
|
-48.32%($13.72)
|
2.51%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Walt Disney Company
|
+34.08%
|
+243,686
|
958,711
|
+0.88%
|
$113.77
|
-9.46%($103.01)
|
3.47%
|
2024 Q2
|
≈ 1.75 years
|
|
|
|
Kinder Morgan Inc
|
+26.97%
|
+720,295
|
3,391,203
|
+0.63%
|
$27.49
|
+13.88%($31.30)
|
2.97%
|
2022 Q2
|
≈ 3.75 years
|
|
|
|
CHECK POINT SOFTWARE TECH
|
+20.17%
|
+71,271
|
424,584
|
+0.42%
|
$185.56
|
-28.78%($132.15)
|
2.51%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Marvell Technology Group Ltd
|
+17.88%
|
+153,935
|
1,014,709
|
+0.42%
|
$84.98
|
+150.99%($213.29)
|
2.74%
|
2025 Q3
|
≈ 0.50 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.