Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 39 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 13, bought 1 totally new, decreased the number of shares of 22 and completely sold out 3 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (WLTW) WILLIS TOWERS WATSON PLC (new buy), (BBWI) BATH & BODY WORKS INC (added shares +379.23%), (ORCL) ORACLE CORP (added shares +29.68%), (OGN) ORGANON & CO (added shares +35.17%) and (FIS) FIDELITY NATIONAL INFO SERV (added shares +23.22%).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) are (PVH) PVH CORP (4.24%), (FLEX) FLEX LTD (4.09%), (COF) CAPITAL ONE FINANCIAL CORP (3.86%), (WFC) WELLS FARGO & CO (3.86%) and (GM) GENERAL MOTORS CO (3.39%).

In the latest report(s) the following changes have been made to the top investments: (PVH) PVH CORP (reduced shares -3.92%), (FLEX) FLEX LTD (added shares +3.44%), (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -2.08%), (WFC) WELLS FARGO & CO (reduced shares -1.95%) and (GM) GENERAL MOTORS CO (added shares +9.85%).

2023 Q2 (39 results)
ADI
buy
+342,209
+2.46%
$194.81
1.12% $196.99
2.46%
ANTM
buy
+117,387
+1.92%
$444.29
8.62% $482.58
1.92%
FIS
buy
+1,050,900
+2.12%
$54.70
28.63% $70.36
2.12%
RHHBY
buy
+1,437,613
+2.02%
$38.20
21.47% $30.00
0.00%
CSCO
+25.07%
+265,159
+0.51%
$51.74
7.02% $48.11
2.52%
CNC
+19.94%
+170,750
+0.42%
$67.45
12.50% $75.88
2.55%
FDX
+15.93%
+44,589
+0.41%
$247.90
6.72% $264.56
2.97%
OGN
+13.35%
+444,972
+0.34%
$20.81
11.92% $18.33
2.90%
MRK
+12.17%
+81,465
+0.35%
$115.39
12.73% $130.08
3.19%
CLF
+9.38%
+359,754
+0.22%
$16.76
7.94% $18.09
2.59%
HII
+6.97%
+23,881
+0.20%
$227.60
21.20% $275.84
3.07%
KHC
+5.38%
+75,882
+0.10%
$35.50
7.92% $38.31
1.95%
BA
+2.38%
+7,903
+0.06%
$211.16
22.71% $163.20
2.64%
RHI
-1.19%
-8,614
-0.02%
$75.22
6.04% $70.68
0.00%
GEHCV
-1.21%
-12,166
-0.04%
$81.24
31.07% $56.00
2.97%
KMI
-1.27%
-51,692
-0.03%
$17.22
9.00% $18.77
2.55%
GM
-1.31%
-27,329
-0.04%
$38.56
18.05% $45.52
2.92%
CAG
-1.32%
-21,543
-0.03%
$33.72
7.06% $31.34
2.01%
COF
-1.34%
-11,783
-0.05%
$109.37
33.61% $146.13
3.51%
CEG
-1.43%
-13,240
-0.04%
$91.55
106.53% $189.08
3.07%
VST
-2.51%
-113,231
-0.11%
$26.25
174.86% $72.15
4.25%
PVH
-2.67%
-28,725
-0.09%
$84.97
30.30% $110.72
3.28%
HOLX
-2.77%
-18,426
-0.05%
$80.97
6.50% $75.71
1.93%
WFC
-2.78%
-66,077
-0.10%
$42.68
40.04% $59.77
3.64%
TTE
-3.05%
-37,533
-0.08%
$57.64
27.01% $73.21
2.53%
NXPI
-3.32%
-17,691
-0.13%
$204.68
15.49% $236.39
3.88%
BKR
-3.43%
-75,119
-0.09%
$31.61
4.62% $33.07
2.46%
PCAR
-3.64%
-28,116
-0.09%
$83.65
34.23% $112.28
2.29%
MU
-4.25%
-36,477
-0.08%
$63.11
78.10% $112.40
1.91%
FLEX
-6.35%
-315,985
-0.32%
$27.64
3.62% $28.64
4.74%
BRK.B
-9.91%
-30,055
-0.38%
$341.00
18.66% $404.64
3.43%
AVTR
-13.90%
-540,791
-0.41%
$20.54
22.83% $25.23
2.54%
PFE
-26.54%
-647,521
-0.88%
$36.68
30.64% $25.44
2.42%
AMAT
-31.10%
-176,970
-0.94%
$144.54
35.63% $196.04
2.09%
CAH
-40.53%
-413,630
-1.44%
$94.57
10.39% $104.40
2.12%
LEN
-46.81%
-393,644
-1.82%
$125.31
21.31% $152.01
2.07%
ORCL
-53.19%
-644,575
-2.83%
$119.09
4.32% $113.95
2.49%
VSCO
-100.00%
-1,986,788
-2.50%
$34.15
50.40% $16.94
0.00%
LRCX
-100.00%
-123,375
-2.41%
$530.12
70.71% $904.98
0.00%
39 of 1,774

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.