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%).

2019 Q4 (40 results)
ORCL
buy
+2,150,785
+2.66%
$52.98
296.83% $210.24
2.66%
VIAC
buy
+1,234,737
+2.35%
$41.97
29.52% $29.58
0.00%
PFE
buy
+1,247,266
+2.09%
$39.18
38.26% $24.19
2.09%
CVX
buy
+577,453
+2.62%
$120.51
19.32% $143.79
2.62%
SIVB
+67.95%
+217,141
+1.27%
$251.04
57.76% $106.04
3.15%
BP
+13.74%
+3,400
+0.00%
$37.73
19.58% $30.34
0.02%
ELAN
+2.63%
+91,580
+0.06%
$29.45
51.48% $14.29
2.45%
PRGO
+0.96%
+25,865
+0.03%
$51.66
48.63% $26.54
3.29%
GM
-1.85%
-40,076
-0.06%
$36.60
35.74% $49.68
0.00%
TTE
-5.93%
-162,228
-0.21%
$55.30
11.21% $61.50
3.32%
MRK
-6.66%
-111,857
-0.24%
$90.95
13.03% $79.10
3.33%
CB
-14.97%
-88,477
-0.33%
$155.66
83.17% $285.12
0.00%
AIG
-15.02%
-311,093
-0.57%
$51.33
64.80% $84.59
0.00%
EQT
-15.43%
-1,344,063
-0.34%
$10.90
434.95% $58.31
0.00%
ST
-15.50%
-459,322
-0.58%
$53.87
44.38% $29.96
3.15%
SABR
-15.55%
-1,151,057
-0.60%
$22.44
85.83% $3.18
0.00%
BAC
-17.22%
-753,453
-0.62%
$35.22
33.79% $47.12
2.98%
MS
-17.24%
-723,670
-0.86%
$51.12
175.22% $140.69
4.15%
MDLZ
-17.82%
-184,638
-0.42%
$55.08
23.06% $67.78
1.95%
WMT
-18.24%
-482,061
-0.45%
$39.61
145.55% $97.27
2.00%
C
-18.60%
-479,021
-0.89%
$79.89
5.62% $84.38
3.91%
MSFT
-18.78%
-140,289
-0.52%
$157.70
214.48% $495.94
2.23%
DAL
-18.79%
-342,824
-0.77%
$58.48
15.20% $49.59
0.00%
UNH
-19.13%
-113,355
-0.78%
$293.98
5.15% $309.11
3.29%
JBLU
-19.61%
-1,326,857
-0.58%
$18.72
77.14% $4.28
0.00%
TMO
-20.12%
-47,879
-0.69%
$324.87
25.67% $408.28
2.72%
MMC
-20.38%
-122,300
-0.55%
$111.41
94.75% $216.97
0.00%
COF
-20.40%
-474,928
-1.14%
$102.91
105.04% $211.01
4.45%
GOOGL
-20.57%
-390,060
-0.61%
$66.97
166.59% $178.53
2.35%
ETN
-20.58%
-349,633
-0.77%
$94.72
272.92% $353.23
2.98%
BRK.B
-21.42%
-136,174
-1.13%
$226.50
114.43% $485.68
4.16%
CMCSA
-31.47%
-1,228,398
-1.29%
$44.97
21.46% $35.32
2.81%
NXPI
-32.16%
-486,190
-1.44%
$127.26
70.55% $217.04
3.05%
9991734D
-32.49%
-199,354
-0.97%
$208.29
-
0.00%
LEN
-35.59%
-1,126,691
-1.47%
$55.79
97.54% $110.21
2.66%
AMAT
-48.33%
-1,737,107
-2.48%
$61.04
200.15% $183.21
2.65%
NVT
-100.00%
-3,050,696
-2.31%
$22.04
232.81% $73.35
0.00%
ALXN
-100.00%
-1,348,591
-3.08%
$97.94
86.34% $182.50
0.00%
CBS1EUR
-100.00%
-3,709,129
-3.50%
$40.37
-
0.00%
MHK
-100.00%
-641,036
-1.86%
$124.07
15.45% $104.90
0.00%
40 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.