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 Q3 (39 results)
SLB
buy
+974,582
+1.06%
$60.92
44.17% $34.01
1.06%
AGN
buy
+735,120
+2.39%
$190.48
-
2.39%
COMM
buy
+1,782,877
+0.94%
$30.76
73.34% $8.20
0.00%
EQT
+26.36%
+441,525
+0.64%
$44.23
31.83% $58.31
3.08%
GT
+22.31%
+1,297,633
+0.52%
$23.39
54.17% $10.72
2.84%
AIG
+21.33%
+743,575
+0.68%
$53.24
58.88% $84.59
3.85%
VOD
+20.10%
+960,286
+0.38%
$21.70
51.38% $10.55
2.25%
AMAT
+19.74%
+310,414
+0.36%
$38.65
374.02% $183.21
2.20%
MMC
+12.68%
+202,003
+0.29%
$82.72
162.29% $216.97
2.56%
ETN
+10.88%
+177,629
+0.26%
$86.73
307.28% $353.23
2.69%
ALXN
+10.19%
+110,469
+0.26%
$139.01
31.29% $182.50
2.84%
NVT
+6.15%
+289,201
+0.13%
$27.16
170.07% $73.35
2.32%
PNR
+5.19%
+139,629
+0.11%
$43.35
138.94% $103.58
0.00%
WMT
+3.56%
+205,191
+0.11%
$31.30
210.73% $97.27
3.20%
TTE
+0.85%
+24,786
+0.03%
$64.39
4.49% $61.50
3.23%
SABR
+0.41%
+32,559
+0.01%
$26.08
87.81% $3.18
3.59%
DAL
-1.07%
-30,734
-0.03%
$57.83
14.25% $49.59
2.81%
BRK.B
-2.74%
-27,994
-0.10%
$214.11
126.84% $485.68
3.63%
IP
-3.11%
-114,054
-0.10%
$49.15
3.62% $47.37
0.00%
PFE
-3.69%
-204,653
-0.15%
$44.07
45.11% $24.19
4.02%
TMO
-4.04%
-28,378
-0.12%
$244.08
67.27% $408.28
2.82%
BAC
-4.42%
-336,395
-0.17%
$29.46
59.95% $47.12
3.66%
C
-4.51%
-88,402
-0.20%
$71.74
17.62% $84.38
4.29%
MSFT
-4.55%
-70,361
-0.14%
$114.37
333.63% $495.94
2.96%
COF
-4.85%
-104,408
-0.17%
$94.93
122.28% $211.01
3.32%
CB
-5.94%
-87,000
-0.20%
$133.64
113.35% $285.12
3.15%
GOOGL
-13.66%
-232,962
-0.41%
$60.35
195.80% $178.53
2.62%
9991734D
-16.82%
-182,293
-0.52%
$153.78
-
2.55%
CBS1EUR
-17.74%
-633,683
-0.62%
$57.45
-
2.89%
MRK
-19.22%
-873,874
-1.06%
$70.94
11.50% $79.10
4.45%
FLR
-21.44%
-309,428
-0.61%
$58.10
11.50% $51.42
2.23%
FDC
-22.28%
-2,596,984
-1.09%
$24.47
-
3.79%
EXC
-24.26%
-948,982
-0.71%
$43.66
1.72% $42.91
2.21%
AR
-25.70%
-2,683,195
-0.81%
$17.71
132.52% $41.18
2.35%
MET
-45.14%
-1,644,343
-1.31%
$46.72
72.03% $80.37
0.00%
BP
-51.17%
-11,611
-0.02%
$46.10
34.19% $30.34
0.02%
FLEX
-87.23%
-9,330,731
-2.09%
$13.12
280.25% $49.89
0.00%
FCX
-100.00%
-5,825,574
-2.51%
$17.26
154.17% $43.87
0.00%
ORCL
-100.00%
-2,890,170
-2.18%
$44.06
377.17% $210.24
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.