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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2017 Q4 (42 results)
FCX
FREEPORT-MCMORAN INC
buy
+6,070,138
+1.75%
$18.96
129.48% $43.51
1.75%
MET
METLIFE INC
buy
+3,548,474
+2.73%
$50.56
58.70% $80.24
2.73%
SABR
SABRE CORP
buy
+5,628,779
+1.78%
$20.50
84.63% $3.15
1.78%
INTC
INTEL CORP
buy
+2,017,270
+2.60%
$46.16
51.43% $22.42
2.60%
FLR
FLUOR CORP
buy
+2,053,345
+2.89%
$51.65
0.50% $51.39
2.89%
MU
MICRON TECHNOLOGY INC
buy
+3,079,248
+1.93%
$41.12
200.15% $123.42
1.93%
CB
CHUBB LTD
+31.57%
+306,701
+0.68%
$146.13
97.21% $288.19
2.85%
GT
GOODYEAR TIRE & RUBBER CO
+26.13%
+1,051,485
+0.52%
$32.31
67.87% $10.38
2.50%
CBS1EUR
CBS CORP-CLASS B NON VOTING
+22.99%
+560,921
+0.50%
$59.00
-
2.70%
DAL
DELTA AIR LINES INC
+12.94%
+220,898
+0.33%
$56.00
12.11% $49.22
2.86%
VOD
VODAFONE GROUP PLC-SP ADR
+11.34%
+574,165
+0.29%
$31.90
66.65% $10.64
2.82%
PNR
PENTAIR PLC
+11.33%
+244,976
+0.28%
$70.62
45.04% $102.43
2.71%
IP
INTERNATIONAL PAPER CO
+10.37%
+375,778
+0.33%
$57.94
19.47% $46.66
3.53%
PFE
PFIZER INC
+9.46%
+504,794
+0.28%
$36.22
33.30% $24.16
3.22%
AR
ANTERO RESOURCES CORP
+8.72%
+866,217
+0.25%
$19.00
112.79% $40.43
3.13%
MRK
MERCK & CO INC
+8.54%
+286,096
+0.25%
$56.27
40.23% $78.91
3.12%
ORCL
ORACLE CORP
+1.55%
+59,276
+0.04%
$47.28
364.95% $219.83
2.80%
FDC
FIRST DATA CORP- CLASS A
+1.40%
+172,313
+0.04%
$16.71
-
3.17%
FLEX
FLEX LTD
+1.35%
+149,365
+0.04%
$17.99
176.04% $49.66
3.08%
M7Q6
MICRO FOCUS INTL-SPN ADR
+1.26%
+25,311
+0.03%
$33.59
-
0.00%
GOOGL
ALPHABET INC-CL A
+1.23%
+22,109
+0.03%
$52.67
235.85% $176.89
2.35%
COF
CAPITAL ONE FINANCIAL CORP
+1.23%
+17,100
+0.04%
$99.58
113.68% $212.78
3.63%
MMC
MARSH & MCLENNAN COS
+0.75%
+6,097
+0.01%
$81.39
168.07% $218.18
1.92%
TTE
TOTALENERGIES SE -SPON ADR
+0.52%
+19,879
+0.02%
$55.28
10.85% $61.28
3.22%
C
CITIGROUP INC COM NEW
-0.76%
-27,494
-0.03%
$74.41
14.12% $84.92
4.08%
BAC
BANK OF AMERICA CORP
-0.85%
-51,931
-0.04%
$29.52
59.45% $47.07
4.51%
9991734D
AON PLC
-0.95%
-10,552
-0.02%
$134.00
-
2.24%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-2.07%
-20,663
-0.06%
$198.22
144.54% $484.73
2.95%
AMAT
APPLIED MATERIALS INC
-2.10%
-65,074
-0.05%
$51.12
258.00% $183.01
2.37%
BP
BP PLC-SPONS ADR
-3.34%
-132,808
-0.09%
$42.03
28.72% $29.96
2.46%
OXY
OCCIDENTAL PETROLEUM CORP
-4.69%
-145,684
-0.16%
$73.66
42.94% $42.03
0.00%
TMO
THERMO FISHER SCIENTIFIC INC
-9.75%
-105,505
-0.31%
$189.88
112.24% $403.00
2.83%
KEYS
KEYSIGHT TECHNOLOGIES IN
-10.26%
-445,891
-0.28%
$41.60
292.09% $163.11
2.47%
MSFT
MICROSOFT CORP
-10.36%
-230,935
-0.30%
$85.54
482.10% $497.93
2.60%
EXC
EXELON CORP
-12.79%
-484,286
-0.29%
$39.41
9.44% $43.13
1.98%
WMT
WALMART INC
-14.68%
-985,683
-0.49%
$32.92
195.17% $97.16
2.87%
GE
GENERAL ELECTRIC CO
-100.00%
-658,693
-1.94%
$193.44
32.86% $257.01
0.00%
HPE
HEWLETT PACKARD ENTERPRISE
-100.00%
-9,528,965
-2.14%
$14.71
39.84% $20.57
0.00%
ADI
ANALOG DEVICES INC
-100.00%
-1,991,215
-2.61%
$86.17
175.78% $237.64
0.00%
AGN
ALLERGAN PLC
-100.00%
-507,694
-2.44%
$204.95
-
0.00%
CMCSA
COMCAST CORP-CLASS A
-100.00%
-3,272,421
-1.92%
$38.48
7.82% $35.47
0.00%
IVZ
INVESCO LTD
-100.00%
-2,655,103
-1.42%
$35.04
55.14% $15.72
0.00%
42 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.