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 Q1 (47 results)
Y
buy
+127,452
+2.45%
$552.35
53.49% $847.79
2.45%
CSCO
buy
+1,763,183
+2.61%
$39.31
74.64% $68.65
0.00%
CI
buy
+389,773
+2.56%
$177.18
84.17% $326.31
2.56%
APTV
buy
+872,185
+1.50%
$49.24
39.68% $68.78
1.50%
LRCX
buy
+204,771
+1.71%
$240.00
59.50% $97.20
1.71%
WFC
buy
+1,526,032
+1.53%
$28.70
177.00% $79.50
0.00%
HSIC
buy
+1,086,788
+1.91%
$50.52
45.03% $73.27
1.91%
PKG
buy
+5,400
+0.02%
$86.85
118.08% $189.41
0.00%
ADI
buy
+664,102
+2.07%
$89.65
164.32% $236.96
0.00%
VZ
buy
+1,159,773
+2.60%
$53.73
21.25% $42.31
2.60%
AON
buy
+303,313
+2.13%
$165.04
113.72% $352.73
2.13%
PFE
+46.88%
+928,085
+1.22%
$32.64
25.89% $24.19
3.82%
MDLZ
+33.53%
+509,607
+0.89%
$50.08
35.34% $67.78
3.54%
ST
+32.88%
+662,881
+0.83%
$28.93
3.56% $29.96
3.35%
CMCSA
+26.34%
+704,497
+0.84%
$34.38
2.73% $35.32
4.05%
CVX
+24.41%
+227,378
+0.57%
$72.46
98.44% $143.79
0.00%
LEN
+23.45%
+478,019
+0.64%
$38.20
188.51% $110.21
3.35%
WMT
+11.84%
+255,759
+0.34%
$37.87
156.83% $97.27
3.19%
ORCL
+11.33%
+243,691
+0.41%
$48.33
335.01% $210.24
4.03%
SIVB
+9.42%
+50,553
+0.27%
$151.08
29.81% $106.04
3.09%
MRK
+6.84%
+95,938
+0.29%
$76.94
2.81% $79.10
4.49%
ELAN
+6.78%
+220,048
+0.19%
$22.39
36.18% $14.29
2.97%
MS
-3.02%
-92,387
-0.12%
$34.00
313.79% $140.69
3.99%
GOOGL
-3.28%
-47,898
-0.10%
$58.10
207.29% $178.53
2.95%
BAC
-5.36%
-185,275
-0.14%
$21.23
121.95% $47.12
2.53%
BRK.B
-6.45%
-50,722
-0.32%
$182.83
165.65% $485.68
4.69%
PRGO
-9.06%
-247,301
-0.41%
$48.09
44.81% $26.54
4.16%
TMO
-11.64%
-35,485
-0.41%
$283.60
43.96% $408.28
3.13%
MSFT
-16.42%
-99,583
-0.55%
$157.71
214.47% $495.94
2.79%
BP
-17.94%
-5,050
-0.00%
$24.37
24.49% $30.34
0.00%
C
-21.81%
-457,225
-0.67%
$42.12
100.33% $84.38
2.40%
UNH
-25.76%
-123,426
-1.07%
$249.38
23.95% $309.11
3.09%
NXPI
-31.30%
-321,053
-0.93%
$82.93
161.72% $217.04
2.04%
AMAT
-31.64%
-587,647
-0.94%
$45.82
299.85% $183.21
2.03%
COF
-35.11%
-650,647
-1.14%
$50.42
318.51% $211.01
2.11%
TTE
-38.58%
-992,594
-1.29%
$37.24
65.15% $61.50
0.00%
ETN
-41.18%
-555,587
-1.50%
$77.69
354.67% $353.23
2.15%
JBLU
-100.00%
-5,439,457
-3.55%
$18.72
77.14% $4.28
0.00%
DAL
-100.00%
-1,481,439
-4.99%
$58.48
15.20% $49.59
0.00%
9991734D
-100.00%
-414,158
-3.00%
$208.29
-
0.00%
MMC
-100.00%
-477,771
-3.22%
$111.41
94.75% $216.97
0.00%
EQT
-100.00%
-7,368,074
-2.80%
$10.90
434.95% $58.31
0.00%
CB
-100.00%
-502,561
-2.77%
$155.66
83.17% $285.12
0.00%
SABR
-100.00%
-6,252,296
-4.89%
$22.44
85.83% $3.18
0.00%
GM
-100.00%
-2,123,953
-4.59%
$36.60
35.74% $49.68
0.00%
AIG
-100.00%
-1,760,262
-4.84%
$51.33
64.80% $84.59
0.00%
VIAC
-100.00%
-1,234,737
-3.50%
$41.97
29.52% $29.58
0.00%
47 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.