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 Q3 (39 results)
SIVB
buy
+319,573
+1.39%
$208.95
49.25% $106.04
1.39%
PRGO
buy
+2,702,958
+3.14%
$55.89
52.51% $26.54
3.14%
UNH
buy
+592,464
+2.68%
$217.32
42.24% $309.11
2.68%
EQT
+51.45%
+2,278,841
+0.65%
$10.64
448.03% $58.31
1.93%
GM
+29.86%
+843,492
+0.66%
$37.48
32.55% $49.68
2.86%
LEN
+18.39%
+371,313
+0.57%
$55.85
97.33% $110.21
3.67%
MS
+18.36%
+472,211
+0.58%
$42.67
229.72% $140.69
3.72%
9991734D
+15.59%
+82,732
+0.33%
$193.57
-
2.47%
TMO
+14.17%
+39,578
+0.34%
$291.27
40.17% $408.28
2.72%
COF
+6.26%
+109,788
+0.26%
$90.98
131.93% $211.01
4.40%
ST
+1.71%
+49,814
+0.05%
$50.06
40.15% $29.96
3.08%
MRK
-1.95%
-33,466
-0.06%
$84.18
6.03% $79.10
2.94%
JBLU
-2.03%
-140,021
-0.05%
$16.75
74.45% $4.28
2.35%
GOOGL
-2.11%
-33,847
-0.05%
$61.06
192.40% $178.53
2.41%
BRK.B
-2.24%
-22,987
-0.10%
$208.02
133.48% $485.68
4.33%
CBS1EUR
-2.30%
-87,401
-0.07%
$40.37
-
0.00%
CMCSA
-2.47%
-77,715
-0.09%
$45.08
21.65% $35.32
3.66%
NVT
-2.55%
-79,921
-0.05%
$22.04
232.81% $73.35
0.00%
ALXN
-2.57%
-35,633
-0.07%
$97.94
86.34% $182.50
0.00%
DAL
-2.66%
-82,260
-0.10%
$57.60
13.91% $49.59
3.61%
NXPI
-2.83%
-44,000
-0.10%
$109.12
98.90% $217.04
3.43%
ELAN
-2.99%
-107,294
-0.06%
$26.59
46.26% $14.29
1.92%
ETN
-4.24%
-75,143
-0.13%
$83.15
324.81% $353.23
2.93%
AMAT
-4.34%
-162,933
-0.17%
$49.90
267.15% $183.21
3.73%
MSFT
-5.15%
-30,011
-0.12%
$139.03
256.71% $495.94
2.16%
TTE
-5.44%
-157,296
-0.17%
$52.00
18.27% $61.50
2.96%
SABR
-6.52%
-515,958
-0.24%
$22.40
85.80% $3.18
3.44%
MMC
-8.84%
-101,156
-0.21%
$100.05
116.86% $216.97
2.17%
MHK
-9.23%
-65,169
-0.17%
$124.07
15.45% $104.90
0.00%
MDLZ
-10.99%
-228,483
-0.26%
$55.32
22.52% $67.78
2.13%
WMT
-15.34%
-332,834
-0.39%
$39.56
145.88% $97.27
2.17%
CB
-18.87%
-92,806
-0.47%
$161.44
76.61% $285.12
2.01%
BAC
-19.45%
-861,088
-0.64%
$29.17
61.54% $47.12
2.65%
C
-24.28%
-825,750
-1.19%
$69.08
22.15% $84.38
3.70%
AIG
-25.90%
-1,113,794
-1.29%
$55.70
51.87% $84.59
3.69%
PFE
-100.00%
-3,165,742
-2.85%
$43.32
44.16% $24.19
0.00%
AGN
-100.00%
-927,794
-3.23%
$167.43
-
0.00%
ETRN
-100.00%
-5,816,839
-2.51%
$19.71
36.99% $12.42
0.00%
EXC
-100.00%
-1,293,045
-1.29%
$47.94
10.49% $42.91
0.00%
39 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.