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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2021 Q4 (36 results)
PCAR
PACCAR INC
+44.64%
+609,281
+1.00%
$58.84
61.25% $94.88
3.22%
IP
INTERNATIONAL PAPER CO
+34.49%
+233,070
+0.53%
$46.98
1.00% $46.51
2.06%
OGN
ORGANON & CO
+33.04%
+516,205
+0.80%
$30.45
67.23% $9.98
3.22%
ELAN
ELANCO ANIMAL HEALTH INC
+31.64%
+707,593
+0.56%
$28.38
49.61% $14.30
2.32%
MGA
MAGNA INTERNATIONAL INC
+22.66%
+252,299
+0.57%
$80.94
52.71% $38.28
0.00%
VNT
VONTIER CORP
+22.23%
+558,841
+0.48%
$30.73
21.38% $37.30
2.62%
PFE
PFIZER INC
+22.20%
+420,184
+0.69%
$59.05
58.95% $24.24
3.79%
CAG
CONAGRA BRANDS INC
+21.94%
+585,711
+0.56%
$34.15
39.97% $20.50
3.09%
PRGO
PERRIGO CO PLC
+16.05%
+471,296
+0.52%
$38.90
31.70% $26.57
3.73%
XRAY
DENTSPLY SIRONA INC
+13.41%
+219,695
+0.34%
$55.79
71.32% $16.00
2.88%
Y
ALLEGHANY CORP
+8.13%
+14,748
+0.27%
$667.59
26.99% $847.79
3.63%
ST
SENSATA TECHNOLOGIES HOLDING
+5.60%
+90,263
+0.15%
$61.69
51.35% $30.01
2.92%
CI
CIGNA CORP
+4.39%
+27,519
+0.18%
$229.63
43.71% $330.00
4.18%
FLEX
FLEX LTD
+2.94%
+245,585
+0.12%
$18.33
173.27% $50.09
4.38%
HSIC
HENRY SCHEIN INC
-0.27%
-3,569
-0.01%
$77.53
5.65% $73.15
0.00%
EOG
EOG RESOURCES INC
-0.36%
-1,824
-0.01%
$88.83
36.36% $121.13
0.00%
BKR
BAKER HUGHES CO
-0.45%
-15,388
-0.01%
$24.06
59.27% $38.32
2.26%
MS
MORGAN STANLEY
-0.58%
-6,457
-0.02%
$98.16
42.37% $139.75
3.02%
WFC
WELLS FARGO & CO
-1.92%
-57,782
-0.08%
$47.98
66.65% $79.96
3.93%
NXPI
NXP SEMICONDUCTORS NV
-2.15%
-11,845
-0.07%
$227.78
4.16% $218.30
3.41%
MRK
MERCK & CO INC
-2.29%
-21,436
-0.08%
$76.64
2.86% $78.83
3.47%
COF
CAPITAL ONE FINANCIAL CORP
-3.04%
-12,476
-0.08%
$145.09
45.09% $210.51
2.65%
COG
CABOT OIL & GAS CORP
-3.08%
-127,429
-0.07%
$19.00
17.11% $22.25
2.11%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-3.26%
-6,573
-0.09%
$299.00
62.22% $485.05
2.61%
ORCL
ORACLE CORP
-3.43%
-43,712
-0.11%
$87.21
144.03% $212.82
2.98%
VST
VISTRA CORP
-4.15%
-158,851
-0.19%
$22.77
736.19% $190.40
4.50%
SIVB
SVB FINANCIAL GROUP
-4.35%
-2,903
-0.10%
$678.24
84.37% $106.04
2.27%
RNR
RENAISSANCERE HOLDINGS LTD
-5.32%
-32,541
-0.15%
$169.33
42.69% $241.61
0.00%
ANTM
ANTHEM INC
-9.85%
-15,161
-0.31%
$463.54
4.11% $482.58
2.81%
WAB
WABTEC CORP
-13.25%
-118,711
-0.30%
$92.11
123.96% $206.29
0.00%
VZ
VERIZON COMMUNICATIONS INC
-16.65%
-287,361
-0.41%
$51.96
18.98% $42.10
2.07%
GOOGL
ALPHABET INC-CL A
-17.52%
-109,640
-0.44%
$144.85
19.80% $173.54
2.07%
BAC
BANK OF AMERICA CORP
-21.09%
-642,543
-0.79%
$44.49
6.68% $47.46
2.97%
LEN
LENNAR CORP-A
-31.05%
-290,796
-0.94%
$116.16
5.47% $109.81
2.08%
FISV
FISERV INC
-98.90%
-967,744
-2.79%
$103.77
10.08% $114.23
0.00%
CMCSA
COMCAST CORP-CLASS A
-100.00%
-1,651,691
-2.56%
$55.93
37.05% $35.21
0.00%
36 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.