Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 46 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 14, bought 9 totally new, decreased the number of shares of 13 and completely sold out 10 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 23 securities out of which top 5 purchases (by % change to portfolio) are (BAC) BANK OF AMERICA CORP (new buy), (WBD) WARNER BROS DISCOVERY INC (new buy), (HII) HUNTINGTON INGALLS INDUSTRIE (new buy), (GOOGL) ALPHABET INC-CL A (new buy) and (IP) INTERNATIONAL PAPER CO (new buy).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (4.08%), (COF) CAPITAL ONE FINANCIAL CORP (3.86%), (COG) CABOT OIL & GAS CORP (3.8%), (PYPL) PAYPAL HOLDINGS INC (3.51%) and (CSX) CSX CORP (3.46%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (added shares +3.47%), (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -11.2%), (COG) CABOT OIL & GAS CORP (added shares +11.84%), (PYPL) PAYPAL HOLDINGS INC (added shares +11.84%) and (CSX) CSX CORP (reduced shares -0.11%).

2025 Q2 (46 results)
IP
buy
+1,477,858
+2.36%
$46.83
0.06% $46.86
2.36%
EQT
buy
+1,158,073
+2.30%
$58.32
13.41% $50.50
2.30%
GOOGL
buy
+434,674
+2.61%
$176.23
15.47% $203.50
2.61%
BAC
buy
+2,100,071
+3.39%
$47.32
1.27% $47.92
3.39%
WBD
buy
+8,547,238
+3.34%
$11.46
3.14% $11.82
3.34%
B
buy
+3,080,752
+2.19%
$20.82
16.52% $24.26
2.19%
ACI
buy
+3,046,497
+2.23%
$21.51
10.60% $19.23
2.23%
HII
buy
+331,511
+2.73%
$241.46
10.83% $267.60
2.73%
AMAT
buy
+364,517
+2.27%
$183.07
10.67% $163.53
2.27%
GM
+57.71%
+563,086
+0.94%
$49.21
14.27% $56.23
2.58%
PEG
+32.64%
+252,375
+0.72%
$84.18
0.07% $84.12
2.94%
AES
+32.30%
+1,969,741
+0.71%
$10.52
27.00% $13.36
2.89%
MHK
+27.71%
+148,440
+0.53%
$104.84
21.22% $127.09
2.44%
ZBH
+16.13%
+128,772
+0.40%
$91.21
12.44% $102.56
2.88%
COG
+11.84%
+464,732
+0.40%
$25.38
12.33% $22.25
3.80%
PYPL
+11.84%
+146,778
+0.37%
$74.32
6.45% $69.53
3.51%
WLTW
+11.45%
+26,420
+0.28%
$306.50
24.45% $231.56
2.69%
KMI
+10.16%
+243,675
+0.24%
$29.40
10.78% $26.23
2.65%
GEHCV
+9.54%
+74,497
+0.19%
$74.07
24.40% $56.00
2.16%
TEVA
+7.23%
+394,423
+0.23%
$16.76
7.76% $18.06
3.34%
C
+3.47%
+47,118
+0.14%
$85.12
10.69% $94.22
4.08%
FLEX
+2.29%
+39,579
+0.07%
$49.92
0.30% $49.77
3.01%
PRGO
+0.08%
+2,504
+0.00%
$26.72
13.81% $23.03
2.99%
HOLX
-0.07%
-938
-0.00%
$65.16
3.24% $67.27
3.07%
MTCH
-0.09%
-1,787
-0.00%
$30.89
22.50% $37.84
2.12%
CSX
-0.11%
-3,517
-0.00%
$32.63
10.30% $35.99
3.46%
LUV
-0.12%
-3,357
-0.00%
$32.44
3.48% $31.31
3.16%
BAX
-0.16%
-4,388
-0.00%
$30.28
22.03% $23.61
2.91%
NEM
-9.09%
-26,195
-0.05%
$58.26
18.43% $69.00
0.52%
COF
-11.20%
-67,195
-0.49%
$212.76
1.62% $216.20
3.86%
WFC
-13.56%
-169,250
-0.46%
$80.12
3.34% $77.44
2.95%
FIS
-16.07%
-208,967
-0.58%
$81.41
14.35% $69.73
3.03%
BRK.B
-17.43%
-24,774
-0.41%
$485.77
1.49% $478.52
1.94%
INCY
-23.73%
-354,781
-0.82%
$68.10
24.70% $84.92
2.65%
KR
-25.78%
-308,574
-0.75%
$71.73
2.77% $69.74
2.17%
DIS
-29.19%
-272,058
-1.15%
$124.01
6.02% $116.55
2.79%
NXPI
-100.00%
-301,379
-1.95%
$190.06
22.07% $232.01
0.00%
EOG
-100.00%
-724,357
-3.17%
$128.24
8.20% $117.73
0.00%
LEN
-100.00%
-466,752
-1.83%
$114.78
14.51% $131.43
0.00%
GOLD
-100.00%
-3,852,852
-2.55%
$19.44
8.85% $21.16
0.00%
OGN
-100.00%
-4,977,078
-2.53%
$14.89
37.68% $9.28
0.00%
PVH
-100.00%
-877,907
-1.93%
$64.64
17.95% $76.24
0.00%
BMY
-100.00%
-1,425,166
-2.96%
$60.99
20.99% $48.19
0.00%
CHKP
-100.00%
-270,886
-2.10%
$227.92
17.23% $188.64
0.00%
AVTR
-100.00%
-4,172,352
-2.30%
$16.21
21.28% $12.76
0.00%
CF
-100.00%
-1,008,292
-2.69%
$78.15
8.06% $84.45
0.00%
46 of 2,036

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.