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%).

2024 Q3 (41 results)
COG
buy
+4,016,396
+3.13%
$23.95
7.10% $22.25
3.13%
PYPL
buy
+1,077,563
+2.73%
$78.03
8.55% $71.36
2.73%
INCY
buy
+393,476
+1.30%
$66.10
3.77% $68.59
1.30%
DIS
+52.63%
+328,039
+1.03%
$96.19
24.62% $119.87
2.98%
BBWI
+17.33%
+262,369
+0.38%
$31.92
2.88% $32.84
2.54%
WFC
+12.64%
+114,384
+0.37%
$56.49
46.13% $82.55
3.26%
PRGO
+11.20%
+267,863
+0.23%
$26.23
4.96% $27.53
2.27%
GM
+9.13%
+119,133
+0.26%
$44.84
19.07% $53.39
3.12%
PVH
+8.35%
+46,050
+0.25%
$100.83
27.11% $73.49
3.24%
OGN
+5.55%
+270,401
+0.17%
$19.13
48.04% $9.94
3.20%
MRK
+3.11%
+16,528
+0.06%
$113.56
26.59% $83.36
0.00%
CNC
-2.03%
-17,307
-0.04%
$75.28
58.24% $31.44
0.00%
ANTM
-2.11%
-2,572
-0.04%
$520.00
7.20% $482.58
0.00%
CVS
-2.15%
-17,763
-0.05%
$62.88
3.02% $64.78
0.00%
KR
-2.17%
-20,880
-0.06%
$57.30
23.18% $70.58
2.76%
AVTR
-2.28%
-60,854
-0.07%
$25.87
47.51% $13.58
2.96%
GOLD
-2.28%
-101,707
-0.07%
$19.89
6.39% $21.16
2.82%
VST
-2.33%
-18,714
-0.07%
$118.54
65.83% $196.58
3.03%
CF
-2.37%
-21,026
-0.06%
$85.80
14.50% $98.24
2.42%
COF
-2.48%
-18,629
-0.09%
$149.73
46.79% $219.79
3.57%
PFE
-3.08%
-87,267
-0.08%
$28.94
11.37% $25.65
0.00%
WLTW
-4.12%
-14,611
-0.14%
$294.53
21.38% $231.56
3.26%
LEN
-11.37%
-45,322
-0.28%
$187.48
39.21% $113.96
2.15%
TEVA
-11.60%
-784,602
-0.46%
$18.02
8.99% $16.40
3.50%
HOLX
-12.79%
-149,151
-0.40%
$81.46
19.32% $65.72
2.69%
PEG
-14.00%
-79,894
-0.39%
$89.21
7.47% $82.55
2.41%
NXPI
-16.79%
-52,463
-0.41%
$240.01
4.62% $228.92
2.03%
CAH
-17.37%
-80,862
-0.42%
$110.52
45.65% $160.97
0.00%
FDX
-18.58%
-33,202
-0.43%
$273.68
13.75% $236.06
1.91%
BKR
-18.87%
-455,318
-0.54%
$36.15
12.59% $40.70
2.30%
KHC
-19.38%
-465,755
-0.53%
$35.11
22.70% $27.14
0.00%
GEHCV
-21.78%
-210,524
-0.64%
$93.85
40.33% $56.00
2.31%
FIS
-23.04%
-335,266
-0.91%
$83.75
6.09% $78.65
3.05%
KMI
-24.38%
-1,162,186
-0.83%
$22.09
26.03% $27.84
2.59%
FLEX
-26.30%
-827,069
-0.90%
$33.43
56.12% $52.19
2.52%
CHKP
-26.93%
-69,457
-0.78%
$192.81
11.77% $215.50
2.11%
HII
-32.01%
-110,585
-0.95%
$264.38
2.35% $258.18
0.00%
BRK.B
-35.85%
-73,273
-1.10%
$460.26
3.39% $475.86
1.96%
ORCL
-37.08%
-250,009
-1.39%
$170.40
35.31% $230.56
0.00%
CVX
-100.00%
-73,233
-0.43%
$156.42
0.71% $155.31
0.00%
TTE
-100.00%
-1,006,342
-2.18%
$66.68
5.50% $63.01
0.00%
41 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.