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%).

2018 Q4 (43 results)
NXPI
buy
+1,384,819
+2.09%
$73.28
196.18% $217.04
2.09%
JBLU
buy
+11,700
+0.00%
$16.07
73.36% $4.28
0.00%
LEN
buy
+2,690,108
+2.17%
$39.15
181.51% $110.21
2.17%
ETRN
buy
+5,134,524
+2.12%
$20.02
37.96% $12.42
2.12%
CMCSA
buy
+4,437,610
+3.11%
$34.05
3.73% $35.32
3.11%
MDLZ
buy
+2,749,563
+2.90%
$40.03
69.32% $67.78
2.90%
SLB
+65.50%
+508,674
+0.49%
$36.08
5.74% $34.01
1.25%
FLR
+40.48%
+908,546
+0.60%
$32.20
59.69% $51.42
0.00%
EQT
+38.86%
+1,581,641
+0.61%
$18.89
208.68% $58.31
2.20%
AGN
+38.05%
+279,693
+0.77%
$133.66
-
2.79%
AMAT
+12.43%
+414,197
+0.28%
$32.74
459.59% $183.21
2.53%
DAL
+11.45%
+273,261
+0.33%
$49.90
0.62% $49.59
3.25%
AR
+9.02%
+619,482
+0.14%
$9.39
338.55% $41.18
1.63%
FDC
+7.78%
+704,684
+0.25%
$16.91
-
3.40%
ETN
+6.87%
+124,494
+0.18%
$68.66
414.46% $353.23
2.74%
BRK.B
+4.04%
+34,903
+0.17%
$204.18
137.87% $485.68
4.34%
COF
+2.39%
+49,017
+0.08%
$75.59
179.15% $211.01
3.26%
SABR
-1.22%
-98,247
-0.04%
$21.64
85.30% $3.18
3.55%
EXC
-1.31%
-32,002
-0.04%
$45.10
4.86% $42.91
2.71%
CBS1EUR
-1.56%
-39,151
-0.04%
$43.72
-
2.60%
9991734D
-2.00%
-14,278
-0.06%
$145.36
-
2.84%
BAC
-2.57%
-186,984
-0.09%
$24.64
91.23% $47.12
3.59%
MMC
-3.26%
-47,068
-0.10%
$79.75
172.06% $216.97
2.88%
NVT
-7.05%
-351,592
-0.16%
$22.46
226.58% $73.35
2.14%
AIG
-7.66%
-324,111
-0.26%
$39.41
114.64% $84.59
3.17%
C
-8.40%
-294,246
-0.32%
$52.06
62.08% $84.38
3.44%
MRK
-9.49%
-348,712
-0.55%
$76.41
3.52% $79.10
5.23%
GT
-11.62%
-669,604
-0.35%
$20.41
47.48% $10.72
2.64%
ALXN
-12.83%
-137,931
-0.31%
$97.36
87.45% $182.50
2.09%
GOOGL
-14.30%
-363,200
-0.39%
$52.25
241.70% $178.53
2.34%
CB
-14.92%
-148,026
-0.55%
$129.18
120.71% $285.12
3.12%
WMT
-15.13%
-903,723
-0.58%
$31.05
213.27% $97.27
3.24%
TTE
-15.42%
-452,792
-0.49%
$52.18
17.86% $61.50
2.67%
MSFT
-16.33%
-247,208
-0.52%
$101.57
388.27% $495.94
2.65%
VOD
-22.25%
-1,013,069
-0.54%
$19.28
45.28% $10.55
0.00%
TMO
-22.83%
-154,044
-0.71%
$223.79
82.44% $408.28
2.40%
PFE
-38.29%
-2,045,649
-1.84%
$43.65
44.58% $24.19
2.96%
BP
-70.22%
-14,150
-0.01%
$38.00
20.16% $30.34
0.00%
PNR
-100.00%
-2,832,183
-2.76%
$43.35
138.94% $103.58
0.00%
COMM
-100.00%
-1,782,877
-1.13%
$30.76
73.34% $8.20
0.00%
FLEX
-100.00%
-1,366,050
-0.37%
$13.12
280.25% $49.89
0.00%
IP
-100.00%
-3,550,651
-3.59%
$49.15
3.62% $47.37
0.00%
MET
-100.00%
-1,998,339
-1.92%
$46.72
72.03% $80.37
0.00%
43 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.