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%).

2020 Q2 (45 results)
XRAY
buy
+1,088,973
+2.03%
$44.06
63.84% $15.93
2.03%
WAB
buy
+1,241,177
+2.20%
$57.57
260.76% $207.69
2.20%
BKNG
buy
+21,613
+1.40%
$1,592.36
257.53% $5,693.13
1.40%
MGA
buy
+1,515,921
+2.08%
$44.53
13.65% $38.45
2.08%
CB
buy
+400,902
+2.56%
$126.62
125.18% $285.12
2.56%
WHR
buy
+447,013
+2.79%
$129.53
25.75% $96.17
2.79%
COG
buy
+4,311,416
+2.28%
$17.18
29.51% $22.25
2.28%
BX
buy
+967,232
+1.69%
$56.66
166.70% $151.11
1.69%
Y
+55.48%
+55,860
+1.07%
$489.14
73.32% $847.79
2.99%
C
+52.05%
+853,193
+1.34%
$51.10
65.13% $84.38
3.92%
BAC
+49.19%
+1,306,791
+1.23%
$23.75
98.40% $47.12
3.74%
LRCX
+41.73%
+85,446
+0.85%
$323.46
69.95% $97.20
2.89%
COF
+38.45%
+344,511
+0.89%
$62.59
237.13% $211.01
3.21%
HSIC
+32.24%
+234,753
+0.63%
$58.39
25.48% $73.27
2.59%
ETN
+20.27%
+160,834
+0.43%
$87.48
303.78% $353.23
2.57%
ORCL
+10.63%
+174,383
+0.43%
$55.27
280.39% $210.24
4.51%
ELAN
+8.31%
+316,626
+0.21%
$21.45
33.38% $14.29
2.73%
PFE
+3.45%
+115,904
+0.12%
$32.70
26.02% $24.19
3.50%
CI
+2.40%
+9,942
+0.06%
$187.65
73.89% $326.31
2.46%
APTV
-1.10%
-6,022
-0.02%
$77.92
11.73% $68.78
2.07%
AMAT
-1.37%
-17,401
-0.03%
$60.45
203.08% $183.21
2.33%
PRGO
-3.73%
-92,551
-0.16%
$55.27
51.98% $26.54
4.07%
CMCSA
-5.30%
-179,170
-0.22%
$38.98
9.39% $35.32
3.84%
VZ
-7.98%
-72,589
-0.19%
$55.13
23.25% $42.31
2.17%
BRK.B
-9.48%
-69,804
-0.38%
$178.51
172.07% $485.68
3.67%
NXPI
-10.72%
-75,521
-0.27%
$114.04
90.32% $217.04
2.21%
MRK
-11.01%
-184,286
-0.44%
$77.33
2.29% $79.10
3.55%
UNH
-13.26%
-47,153
-0.43%
$294.95
4.80% $309.11
2.80%
SIVB
-13.67%
-80,283
-0.53%
$215.53
50.80% $106.04
3.37%
MDLZ
-20.83%
-422,757
-0.67%
$51.13
32.56% $67.78
0.00%
MS
-27.25%
-918,235
-1.37%
$48.30
191.28% $140.69
3.65%
WMT
-29.11%
-703,512
-0.87%
$39.93
143.62% $97.27
2.11%
ST
-32.36%
-1,077,008
-1.24%
$37.23
19.53% $29.96
2.58%
GOOGL
-35.45%
-516,460
-1.13%
$70.90
151.80% $178.53
2.05%
TMO
-40.55%
-128,524
-1.44%
$362.34
12.68% $408.28
2.10%
LEN
-43.05%
-774,733
-2.06%
$61.62
78.85% $110.21
2.72%
AON
-99.69%
-368,744
-2.18%
$192.17
83.55% $352.73
0.00%
MSFT
-99.71%
-353,896
-3.17%
$203.45
143.77% $495.94
0.00%
WFC
-100.00%
-1,526,032
-1.35%
$28.70
177.00% $79.50
0.00%
CSCO
-100.00%
-1,763,183
-2.31%
$39.31
74.64% $68.65
0.00%
ADI
-100.00%
-664,102
-1.83%
$89.65
164.32% $236.96
0.00%
PKG
-100.00%
-5,400
-0.01%
$86.85
118.08% $189.41
0.00%
BP
-100.00%
-23,100
-0.02%
$24.37
24.49% $30.34
0.00%
TTE
-100.00%
-1,580,463
-1.81%
$37.24
65.15% $61.50
0.00%
CVX
-100.00%
-1,158,755
-2.59%
$72.46
98.44% $143.79
0.00%
45 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.