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 Q2 (40 results)
AMAT
buy
+748,332
+2.49%
$90.98
101.22% $183.07
2.49%
FRC
buy
+394,239
+2.08%
$144.20
97.57% $3.51
2.08%
KMI
buy
+4,578,597
+2.88%
$16.76
68.91% $28.31
2.88%
FDX
buy
+305,324
+2.53%
$226.71
2.08% $222.00
2.53%
CAH
buy
+1,381,718
+2.64%
$52.27
213.28% $163.75
2.64%
VSCO
+55.68%
+892,707
+1.00%
$27.97
32.50% $18.88
2.79%
PVH
+14.19%
+193,840
+0.43%
$56.90
11.58% $63.49
3.44%
TPX
+11.27%
+308,296
+0.24%
$21.37
207.96% $65.81
2.38%
SIVB
+5.06%
+10,423
+0.16%
$394.99
73.15% $106.04
3.37%
LEN
+2.36%
+32,295
+0.08%
$70.57
55.55% $109.77
3.62%
BKR
-0.62%
-14,201
-0.02%
$28.87
30.17% $37.58
2.40%
VZ
-1.76%
-21,832
-0.04%
$50.75
17.00% $42.12
0.00%
WFC
-1.98%
-46,867
-0.07%
$39.17
101.86% $79.07
3.70%
CAG
-4.41%
-95,237
-0.12%
$34.24
40.27% $20.45
2.59%
ELAN
-5.96%
-129,945
-0.18%
$19.63
29.90% $13.76
2.92%
IP
-7.05%
-110,859
-0.17%
$41.83
10.93% $46.40
0.00%
NXPI
-7.38%
-46,612
-0.25%
$148.03
46.11% $216.28
3.17%
BRK.B
-7.42%
-19,404
-0.19%
$273.02
78.09% $486.21
2.42%
COF
-7.43%
-28,916
-0.21%
$104.19
99.66% $208.03
2.64%
MS
-7.52%
-91,008
-0.26%
$76.06
81.07% $137.72
3.25%
HOLX
-7.56%
-78,305
-0.20%
$69.30
7.26% $64.27
2.43%
PCAR
-7.60%
-142,473
-0.29%
$54.89
71.50% $94.14
3.48%
GM
-8.56%
-173,233
-0.20%
$31.76
51.54% $48.13
2.17%
VNT
-9.10%
-336,413
-0.28%
$22.99
60.16% $36.82
2.83%
VST
-9.71%
-585,045
-0.49%
$22.85
715.40% $186.32
4.55%
ORCL
-18.94%
-319,051
-0.82%
$69.87
201.59% $210.72
3.49%
OGN
-19.79%
-629,012
-0.78%
$33.75
70.37% $10.00
3.15%
ANTM
-21.32%
-18,651
-0.60%
$482.58
0.00% $482.58
0.00%
FLEX
-21.56%
-1,663,030
-1.00%
$14.47
238.77% $49.02
3.62%
GOOGL
-22.75%
-150,200
-0.60%
$108.96
56.64% $170.68
2.04%
PRGO
-23.25%
-859,173
-1.28%
$40.57
34.39% $26.62
4.21%
COG
-29.82%
-941,214
-0.89%
$25.79
13.73% $22.25
2.09%
BAC
-31.24%
-390,791
-0.83%
$31.13
50.50% $46.85
1.83%
PFE
-38.57%
-757,555
-1.45%
$52.43
53.73% $24.26
2.32%
MRK
-49.45%
-648,082
-2.16%
$91.17
12.61% $79.67
2.21%
Y
-52.78%
-56,036
-1.71%
$833.10
1.76% $847.79
0.00%
APTV
-100.00%
-626,732
-3.35%
$119.71
43.69% $67.41
0.00%
ST
-100.00%
-23,137
-0.04%
$50.87
42.68% $29.16
0.00%
CI
-100.00%
-288,987
-2.70%
$239.61
31.88% $316.00
0.00%
XRAY
-100.00%
-1,989,565
-3.59%
$49.22
67.49% $16.00
0.00%
40 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.