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 Q3 (39 results)
CLF
buy
+2,607,776
+2.63%
$13.47
47.74% $7.04
2.63%
HII
buy
+242,655
+2.17%
$221.50
6.15% $235.12
2.17%
MU
buy
+1,009,619
+2.05%
$50.10
153.99% $127.25
2.05%
BKR
+63.39%
+820,688
+1.22%
$20.96
79.29% $37.58
3.15%
FRC
+53.91%
+212,520
+1.12%
$130.55
97.31% $3.51
3.20%
PFE
+46.01%
+555,152
+0.98%
$43.76
44.56% $24.26
3.12%
BRK.B
+33.31%
+80,707
+0.87%
$267.02
82.09% $486.21
3.49%
COF
+28.29%
+196,081
+0.73%
$92.17
125.70% $208.03
3.32%
GM
+10.57%
+197,654
+0.26%
$32.09
49.99% $48.13
2.68%
SIVB
+6.55%
+14,497
+0.21%
$335.78
68.42% $106.04
3.37%
FDX
+4.61%
+7,389
+0.08%
$148.47
49.53% $222.00
1.92%
KMI
+3.12%
+146,613
+0.10%
$16.64
70.13% $28.31
3.26%
ELAN
+1.86%
+75,315
+0.04%
$12.41
10.88% $13.76
0.00%
WFC
+1.72%
+44,384
+0.07%
$40.22
96.59% $79.07
4.27%
BAC
+1.69%
+27,134
+0.03%
$30.20
55.13% $46.85
2.00%
PRGO
+0.99%
+25,898
+0.04%
$35.66
25.35% $26.62
0.00%
MRK
+0.85%
+5,644
+0.02%
$86.12
7.49% $79.67
2.33%
CAG
+0.82%
+16,872
+0.02%
$32.63
37.33% $20.45
2.75%
ORCL
+0.72%
+9,831
+0.02%
$61.07
245.04% $210.72
3.40%
HOLX
+0.63%
+3,094
+0.02%
$64.52
0.39% $64.27
2.52%
OGN
+0.57%
+14,519
+0.01%
$23.40
57.26% $10.00
2.43%
GOOGL
+0.45%
+2,281
+0.01%
$95.65
78.44% $170.68
1.98%
PVH
+0.44%
+6,973
+0.01%
$44.80
41.72% $63.49
3.01%
NXPI
+0.37%
+2,192
+0.01%
$147.51
46.62% $216.28
3.51%
VST
+0.25%
+12,875
+0.01%
$21.00
787.24% $186.32
4.63%
VNT
-8.81%
-296,229
-0.20%
$16.71
120.35% $36.82
2.07%
TPX
-10.02%
-304,987
-0.30%
$24.14
172.62% $65.81
2.67%
VSCO
-10.51%
-286,630
-0.34%
$29.12
35.17% $18.88
2.88%
PCAR
-12.52%
-216,733
-0.49%
$55.79
68.73% $94.14
3.42%
FLEX
-16.34%
-1,116,721
-0.75%
$16.66
194.24% $49.02
3.85%
AMAT
-16.81%
-125,759
-0.42%
$81.93
123.45% $183.07
2.06%
LEN
-23.24%
-323,867
-0.98%
$74.55
47.24% $109.77
3.24%
CAH
-25.77%
-356,023
-0.96%
$66.68
145.58% $163.75
2.77%
COG
-31.97%
-392,974
-0.75%
$26.12
14.82% $22.25
0.00%
MS
-44.56%
-508,937
-1.66%
$79.01
74.31% $137.72
2.07%
IP
-100.00%
-1,460,897
-2.47%
$41.83
10.93% $46.40
0.00%
VZ
-100.00%
-1,222,017
-2.51%
$50.75
17.00% $42.12
0.00%
Y
-100.00%
-50,127
-1.69%
$833.10
1.76% $847.79
0.00%
ANTM
-100.00%
-68,825
-2.44%
$482.58
0.00% $482.58
0.00%
39 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.