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 Q1 (41 results)
PVH
buy
+1,445,954
+3.22%
$76.61
15.32% $64.87
3.22%
APTV
buy
+626,732
+2.66%
$119.71
43.05% $68.18
0.00%
TPX
buy
+2,324,873
+2.22%
$27.92
135.71% $65.81
2.22%
GM
buy
+1,860,519
+2.60%
$43.74
11.43% $48.74
2.60%
HOLX
buy
+1,036,464
+2.31%
$76.82
15.76% $64.71
2.31%
VSCO
buy
+1,752,152
+2.61%
$51.36
63.36% $18.82
2.61%
LEN
+111.92%
+646,691
+1.70%
$81.17
35.51% $109.99
3.23%
SIVB
+83.92%
+101,118
+1.64%
$559.45
81.05% $106.04
3.60%
ELAN
+46.53%
+1,369,914
+1.04%
$26.09
45.50% $14.22
3.27%
ORCL
+36.89%
+399,578
+1.09%
$82.73
158.23% $213.63
4.05%
GOOGL
+27.96%
+144,280
+0.58%
$139.07
24.57% $173.24
2.67%
VNT
+20.33%
+624,595
+0.46%
$25.39
46.87% $37.29
2.73%
NXPI
+17.25%
+74,831
+0.50%
$185.08
17.59% $217.64
3.40%
MS
+13.86%
+153,380
+0.39%
$87.40
60.11% $139.94
3.20%
COF
+13.72%
+90,346
+0.34%
$131.29
60.42% $210.61
2.86%
XRAY
+7.08%
+131,580
+0.19%
$49.22
67.57% $15.96
0.00%
PRGO
+6.84%
+236,673
+0.26%
$38.43
31.02% $26.51
4.12%
FLEX
+1.24%
+106,675
+0.06%
$18.55
169.49% $49.99
4.69%
IP
-0.57%
-8,932
-0.01%
$46.15
0.67% $46.46
2.11%
BAC
-2.71%
-65,065
-0.08%
$41.22
15.36% $47.55
2.80%
PCAR
-5.08%
-86,827
-0.17%
$58.71
61.63% $94.90
3.19%
WFC
-11.02%
-325,555
-0.46%
$48.46
65.11% $80.01
3.70%
VZ
-13.55%
-194,910
-0.29%
$50.94
17.39% $42.08
1.84%
PFE
-15.08%
-348,776
-0.52%
$51.77
53.24% $24.21
2.95%
VST
-15.32%
-910,718
-0.74%
$23.25
720.26% $190.71
4.07%
OGN
-16.69%
-636,493
-0.65%
$34.93
71.43% $9.98
3.22%
BRK.B
-16.78%
-52,765
-0.54%
$352.91
37.54% $485.41
2.68%
MRK
-19.77%
-322,922
-0.77%
$82.05
3.42% $79.24
3.12%
COG
-21.18%
-848,043
-0.66%
$26.97
17.50% $22.25
2.47%
ANTM
-27.19%
-59,404
-0.85%
$491.22
1.76% $482.58
2.27%
BKR
-32.49%
-1,050,495
-1.16%
$36.41
4.89% $38.19
2.42%
CAG
-33.69%
-1,014,461
-1.07%
$33.57
38.87% $20.52
2.10%
Y
-45.85%
-87,188
-2.21%
$847.00
0.09% $847.79
2.61%
CI
-53.07%
-326,759
-2.42%
$239.61
36.37% $326.76
0.00%
ST
-98.64%
-1,679,331
-2.48%
$50.87
41.01% $30.01
0.00%
WAB
-100.00%
-777,031
-2.08%
$92.11
125.52% $207.73
0.00%
FISV
-100.00%
-10,755
-0.03%
$103.77
10.08% $114.23
0.00%
RNR
-100.00%
-578,595
-2.85%
$169.33
42.91% $241.98
0.00%
MGA
-100.00%
-1,365,824
-3.21%
$80.94
52.88% $38.14
0.00%
HSIC
-100.00%
-1,301,783
-2.93%
$77.53
5.79% $73.04
0.00%
EOG
-100.00%
-510,175
-2.23%
$88.83
35.90% $120.72
0.00%
41 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.