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%).

2024 Q4 (49 results)
EOG
buy
+512,884
+2.08%
$122.58
0.97% $121.39
2.08%
BMY
buy
+714,317
+2.56%
$56.56
16.46% $47.25
2.56%
MTCH
buy
+1,221,715
+1.32%
$32.71
4.65% $31.19
1.32%
C
buy
+1,226,512
+2.85%
$70.39
14.82% $80.82
2.85%
BAX
buy
+2,484,581
+2.39%
$29.16
3.26% $30.11
2.39%
ZBH
buy
+670,824
+2.69%
$105.63
13.65% $91.21
2.69%
CSX
buy
+2,101,785
+2.24%
$32.27
0.34% $32.38
2.24%
AES
buy
+5,072,540
+2.28%
$12.87
20.51% $10.23
2.28%
LUV
buy
+2,434,608
+2.81%
$33.62
4.02% $32.27
2.81%
INCY
+98.41%
+536,166
+1.36%
$69.07
1.75% $67.86
2.74%
NXPI
+66.69%
+173,360
+1.19%
$207.85
4.59% $217.40
2.97%
NEM
+59.82%
+97,412
+0.12%
$37.22
55.51% $57.88
0.33%
CHKP
+42.29%
+121,690
+0.88%
$186.70
18.53% $221.30
2.95%
AVTR
+32.92%
+1,159,426
+0.81%
$21.07
36.26% $13.43
3.26%
BRK.B
+21.13%
+27,698
+0.41%
$453.28
8.25% $490.67
2.38%
FDX
+12.82%
+27,444
+0.25%
$281.33
17.89% $231.01
0.00%
LEN
+12.16%
+42,949
+0.19%
$136.37
19.04% $110.40
1.78%
GEHCV
+2.54%
+19,208
+0.05%
$78.18
28.37% $56.00
2.00%
PRGO
+0.37%
+9,868
+0.01%
$25.71
3.27% $26.55
2.27%
PYPL
-1.79%
-19,296
-0.05%
$85.35
14.18% $73.25
2.98%
COG
-1.86%
-37,649
-0.06%
$25.54
12.88% $22.25
3.32%
CF
-2.60%
-22,546
-0.06%
$85.32
10.96% $94.67
2.38%
COF
-2.88%
-19,622
-0.12%
$178.32
15.47% $205.90
4.19%
OGN
-3.35%
-152,597
-0.08%
$14.92
33.58% $9.91
2.45%
HOLX
-4.60%
-46,271
-0.11%
$72.09
10.65% $64.41
2.31%
BBWI
-8.83%
-115,762
-0.28%
$38.77
26.39% $28.54
0.00%
PVH
-10.70%
-105,756
-0.37%
$105.75
39.57% $63.90
3.08%
KR
-10.99%
-163,025
-0.33%
$61.15
19.36% $72.99
2.67%
GOLD
-11.97%
-521,090
-0.27%
$15.50
37.55% $21.32
1.96%
WFC
-12.38%
-219,396
-0.51%
$70.24
11.08% $78.02
3.60%
WLTW
-12.59%
-42,806
-0.44%
$313.24
26.08% $231.56
3.07%
FIS
-15.31%
-156,875
-0.46%
$80.77
0.69% $81.33
2.53%
DIS
-18.39%
-174,930
-0.64%
$111.35
6.29% $118.35
2.85%
BKR
-19.36%
-379,002
-0.51%
$41.02
8.22% $37.65
0.00%
TEVA
-20.15%
-1,204,132
-0.88%
$22.04
22.60% $17.06
3.47%
FLEX
-22.93%
-531,476
-0.67%
$38.39
22.45% $47.01
2.26%
PEG
-34.26%
-285,026
-0.80%
$84.49
1.38% $83.32
1.53%
KMI
-35.25%
-1,270,503
-1.15%
$27.40
2.85% $28.18
2.11%
VST
-38.64%
-303,328
-1.38%
$137.87
36.42% $188.08
0.00%
GM
-49.49%
-1,059,744
-1.86%
$53.27
7.90% $49.06
1.90%
CAH
-100.00%
-384,622
-2.02%
$110.52
47.05% $162.52
0.00%
MRK
-100.00%
-547,423
-2.05%
$113.56
28.72% $80.94
0.00%
CNC
-100.00%
-836,674
-2.08%
$75.28
28.93% $53.50
0.00%
ANTM
-100.00%
-119,497
-2.05%
$520.00
7.20% $482.58
0.00%
ORCL
-100.00%
-424,316
-2.39%
$170.40
23.86% $211.06
0.00%
HII
-100.00%
-234,904
-2.05%
$264.38
12.32% $231.80
0.00%
CVS
-100.00%
-809,976
-2.37%
$62.88
6.85% $67.19
0.00%
PFE
-100.00%
-2,748,790
-2.63%
$28.94
16.07% $24.29
0.00%
KHC
-100.00%
-1,937,267
-2.25%
$35.11
26.37% $25.85
0.00%
49 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.