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 Q2 (39 results)
EQT
buy
+3,221,362
+2.99%
$55.18
5.67% $58.31
2.99%
ETN
buy
+996,278
+2.05%
$74.74
372.61% $353.23
2.05%
ALXN
buy
+1,084,094
+2.26%
$124.15
47.00% $182.50
2.26%
NVT
buy
+4,700,676
+1.98%
$25.10
192.23% $73.35
1.98%
PNR
+31.40%
+703,138
+0.50%
$42.08
146.15% $103.58
2.08%
WMT
+20.24%
+971,094
+0.47%
$28.55
240.70% $97.27
2.77%
EXC
+18.18%
+421,297
+0.43%
$42.60
0.73% $42.91
2.80%
GT
+15.47%
+778,961
+0.30%
$23.29
53.97% $10.72
2.28%
FCX
+13.00%
+670,088
+0.28%
$17.26
154.17% $43.87
0.00%
AMAT
+8.19%
+157,038
+0.16%
$46.19
296.64% $183.21
2.16%
FLEX
+7.36%
+732,919
+0.17%
$14.11
253.58% $49.89
2.54%
CB
+6.86%
+55,972
+0.20%
$127.02
124.47% $285.12
3.13%
C
+2.86%
+73,002
+0.11%
$66.92
26.09% $84.38
4.12%
BRK.B
+1.91%
+19,152
+0.06%
$186.65
160.21% $485.68
3.20%
CBS1EUR
+1.78%
+62,318
+0.06%
$56.22
-
3.38%
GOOGL
+1.24%
+27,299
+0.03%
$56.46
216.21% $178.53
2.79%
FLR
-0.97%
-27,993
-0.02%
$48.78
5.41% $51.42
2.34%
IP
-3.25%
-123,145
-0.11%
$52.08
9.04% $47.37
3.21%
MRK
-3.26%
-153,282
-0.16%
$60.70
30.31% $79.10
4.64%
MMC
-3.30%
-36,787
-0.08%
$81.97
164.70% $216.97
2.22%
MET
-3.35%
-126,417
-0.09%
$43.60
84.33% $80.37
2.67%
SABR
-3.36%
-178,501
-0.12%
$24.64
87.09% $3.18
3.32%
VOD
-3.38%
-110,661
-0.07%
$24.31
56.60% $10.55
2.07%
BAC
-3.40%
-267,824
-0.13%
$28.19
67.15% $47.12
3.60%
AIG
-3.48%
-125,504
-0.11%
$53.02
59.54% $84.59
3.11%
PFE
-3.49%
-200,596
-0.12%
$36.28
33.32% $24.19
3.38%
COF
-3.53%
-78,747
-0.12%
$91.90
129.61% $211.01
3.32%
9991734D
-3.66%
-44,321
-0.10%
$137.17
-
2.69%
TMO
-5.70%
-42,464
-0.15%
$207.14
97.10% $408.28
2.45%
FDC
-5.88%
-727,818
-0.26%
$20.93
-
4.10%
AR
-10.17%
-1,181,425
-0.42%
$21.35
92.88% $41.18
3.75%
DAL
-12.61%
-414,417
-0.35%
$49.54
0.10% $49.59
2.39%
TTE
-15.13%
-518,761
-0.53%
$60.56
1.55% $61.50
2.96%
MSFT
-16.34%
-202,795
-0.51%
$98.61
402.93% $495.94
2.63%
ORCL
-24.65%
-945,404
-0.70%
$44.06
377.17% $210.24
0.00%
BP
-99.09%
-3,272,693
-3.44%
$45.66
33.55% $30.34
0.03%
KEYS
-100.00%
-2,702,799
-2.80%
$52.39
213.69% $164.34
0.00%
MU
-100.00%
-2,535,950
-2.22%
$52.14
139.28% $124.76
0.00%
INTC
-100.00%
-2,931,959
-2.57%
$52.08
56.43% $22.69
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.