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 Q1 (37 results)
AIG
buy
+3,611,276
+3.18%
$54.42
55.44% $84.59
3.18%
SABR
+45.37%
+2,592,886
+0.90%
$21.45
85.17% $3.18
2.88%
MRK
+29.22%
+1,062,811
+0.94%
$54.47
45.22% $79.10
4.14%
FCX
+23.99%
+1,456,118
+0.41%
$17.57
149.69% $43.87
2.14%
BP
+17.58%
+615,516
+0.44%
$40.54
25.16% $30.34
2.97%
CBS1EUR
+16.96%
+508,961
+0.42%
$51.39
-
2.92%
9991734D
+10.36%
+113,540
+0.26%
$140.33
-
2.75%
AR
+7.61%
+821,751
+0.26%
$19.85
107.46% $41.18
3.73%
MMC
+7.38%
+114,381
+0.15%
$82.59
162.71% $216.97
2.23%
CB
+7.24%
+71,731
+0.20%
$136.77
108.47% $285.12
3.04%
MET
+6.22%
+184,221
+0.16%
$45.89
75.14% $80.37
2.80%
BRK.B
+2.51%
+24,553
+0.08%
$199.48
143.47% $485.68
3.23%
EXC
+0.23%
+7,433
+0.00%
$39.01
10.00% $42.91
2.09%
FDC
-0.65%
-70,847
-0.02%
$16.00
-
3.21%
GOOGL
-0.75%
-20,661
-0.02%
$51.86
244.27% $178.53
2.44%
GT
-0.76%
-33,484
-0.02%
$26.58
59.67% $10.72
2.17%
C
-0.86%
-27,581
-0.03%
$67.50
25.01% $84.38
3.90%
ORCL
-1.19%
-37,847
-0.03%
$45.75
359.54% $210.24
2.84%
PFE
-1.64%
-95,907
-0.06%
$35.49
31.84% $24.19
3.30%
DAL
-1.97%
-65,954
-0.06%
$54.81
9.52% $49.59
2.92%
MSFT
-5.11%
-102,115
-0.15%
$91.27
443.38% $495.94
2.80%
IP
-5.31%
-212,384
-0.18%
$53.43
11.34% $47.37
3.28%
COF
-6.70%
-160,023
-0.25%
$95.82
120.22% $211.01
3.46%
VOD
-9.95%
-578,162
-0.26%
$27.82
62.08% $10.55
2.36%
TTE
-10.21%
-389,794
-0.36%
$57.69
6.60% $61.50
3.20%
PNR
-11.17%
-281,506
-0.31%
$68.13
52.03% $103.58
2.47%
FLEX
-11.21%
-1,257,356
-0.33%
$16.33
205.51% $49.89
2.63%
AMAT
-15.38%
-432,602
-0.42%
$55.61
229.46% $183.21
2.32%
WMT
-16.22%
-733,887
-0.45%
$29.66
227.99% $97.27
2.30%
MU
-17.64%
-543,298
-0.46%
$52.14
139.28% $124.76
0.00%
KEYS
-18.51%
-613,752
-0.61%
$52.39
213.69% $164.34
0.00%
INTC
-20.79%
-769,454
-0.65%
$52.08
56.43% $22.69
0.00%
FLR
-21.31%
-781,283
-0.72%
$57.22
10.14% $51.42
2.67%
BAC
-21.52%
-2,159,508
-1.05%
$29.99
57.12% $47.12
3.82%
TMO
-23.69%
-186,282
-0.77%
$206.46
97.75% $408.28
2.49%
OXY
-100.00%
-2,961,443
-3.53%
$73.66
42.17% $42.60
0.00%
M7Q6
-100.00%
-2,032,787
-2.15%
$33.59
-
0.00%
37 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.