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%).

2022 Q4 (38 results)
BA
buy
+319,504
+2.29%
$190.49
4.41% $198.90
2.29%
TTE
buy
+951,398
+2.22%
$62.08
1.68% $61.04
2.22%
LRCX
buy
+94,560
+1.49%
$420.30
77.15% $96.02
1.49%
GOOGL
+64.73%
+180,738
+1.10%
$88.23
93.45% $170.68
0.00%
HII
+40.81%
+99,036
+0.86%
$230.68
1.92% $235.12
2.96%
SIVB
+39.57%
+98,156
+0.85%
$230.14
53.92% $106.04
0.00%
FRC
+29.85%
+181,137
+0.83%
$121.89
97.12% $3.51
0.00%
GM
+21.46%
+437,062
+0.56%
$33.64
43.07% $48.13
3.18%
MU
+20.81%
+210,078
+0.39%
$49.98
154.60% $127.25
2.29%
OGN
+18.51%
+474,402
+0.50%
$27.93
64.20% $10.00
3.19%
BAC
+13.66%
+118,356
+0.28%
$33.12
41.46% $46.85
0.00%
COF
+11.08%
+50,747
+0.34%
$92.96
123.78% $208.03
3.45%
PFE
+6.82%
+120,072
+0.23%
$51.24
52.65% $24.26
3.63%
FDX
+3.47%
+11,070
+0.07%
$173.20
28.18% $222.00
2.15%
MRK
-1.42%
-9,052
-0.04%
$110.95
28.19% $79.67
2.75%
BRK.B
-1.80%
-5,817
-0.07%
$308.90
57.40% $486.21
3.68%
FLEX
-2.71%
-154,887
-0.12%
$21.46
128.42% $49.02
4.49%
VST
-4.06%
-198,110
-0.19%
$23.20
703.10% $186.32
4.57%
MS
-4.12%
-26,621
-0.09%
$85.02
61.99% $137.72
0.00%
AMAT
-4.44%
-27,636
-0.10%
$97.38
88.00% $183.07
2.18%
WFC
-4.59%
-120,206
-0.19%
$41.29
91.50% $79.07
3.88%
ORCL
-4.71%
-60,865
-0.20%
$81.74
157.79% $210.72
4.03%
VSCO
-4.97%
-121,402
-0.16%
$35.78
47.23% $18.88
3.12%
LEN
-6.08%
-65,318
-0.22%
$90.50
21.29% $109.77
3.44%
HOLX
-6.36%
-61,363
-0.17%
$74.81
14.09% $64.27
2.54%
CAG
-6.58%
-136,920
-0.20%
$38.70
47.16% $20.45
2.83%
NXPI
-7.16%
-37,025
-0.25%
$158.03
36.86% $216.28
3.24%
PVH
-7.77%
-128,903
-0.34%
$70.59
10.06% $63.49
4.06%
CLF
-18.89%
-912,164
-0.55%
$16.11
56.30% $7.04
2.37%
KMI
-20.55%
-965,314
-0.68%
$18.08
56.58% $28.31
2.62%
TPX
-23.06%
-574,587
-0.81%
$34.33
91.70% $65.81
0.00%
CAH
-28.96%
-297,078
-0.86%
$76.87
113.02% $163.75
2.11%
BKR
-37.05%
-1,375,005
-1.53%
$29.53
27.26% $37.58
2.59%
PCAR
-40.68%
-569,837
-1.53%
$65.98
42.68% $94.14
2.23%
VNT
-98.99%
-3,033,361
-2.20%
$19.33
90.48% $36.82
0.00%
ELAN
-100.00%
-4,131,801
-1.93%
$12.41
10.88% $13.76
0.00%
PRGO
-100.00%
-2,635,278
-3.84%
$35.66
25.35% $26.62
0.00%
COG
-100.00%
-836,330
-1.48%
$26.12
14.82% $22.25
0.00%
38 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.