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%).

2017 Q1 (38 results)
PNR
buy
+2,120,561
+2.21%
$62.78
55.80% $97.81
2.21%
AR
buy
+7,708,542
+2.92%
$22.81
76.37% $40.23
2.92%
MSFT
+28.47%
+654,223
+0.72%
$65.86
588.02% $453.13
3.23%
OXY
+22.54%
+591,638
+0.62%
$63.36
31.55% $43.37
3.38%
IP
+16.49%
+477,084
+0.40%
$50.78
2.38% $49.57
2.84%
PFE
+15.84%
+795,567
+0.45%
$34.21
33.94% $22.60
3.30%
IVZ
+14.80%
+663,336
+0.34%
$30.63
49.98% $15.32
2.62%
TTE
+11.78%
+337,911
+0.28%
$50.42
17.43% $59.21
2.68%
VOD
+8.89%
+540,617
+0.24%
$26.43
64.93% $9.27
2.91%
BP
+8.06%
+303,382
+0.17%
$34.52
12.77% $30.11
2.33%
WMT
+7.65%
+486,762
+0.19%
$24.03
301.01% $96.35
2.73%
HPE
+7.37%
+571,610
+0.22%
$23.70
25.65% $17.62
3.28%
GE
+6.17%
+46,341
+0.18%
$238.40
3.78% $229.38
3.16%
EXC
+5.79%
+208,302
+0.12%
$35.98
20.71% $43.43
2.27%
COF
+4.78%
+105,377
+0.15%
$86.66
127.90% $197.50
3.32%
WBA
+4.22%
+83,802
+0.12%
$83.05
86.54% $11.18
2.85%
KEYS
+3.42%
+147,024
+0.09%
$36.14
355.95% $164.78
2.66%
AGN
-0.85%
-5,956
-0.02%
$238.92
-
2.77%
TMO
-1.06%
-11,473
-0.03%
$153.60
163.63% $404.93
2.73%
FDC
-1.21%
-153,749
-0.04%
$15.50
-
3.23%
ORCL
-1.27%
-61,096
-0.05%
$44.61
257.32% $159.40
3.52%
9991734D
-1.35%
-18,523
-0.04%
$118.69
-
2.66%
BRK.B
-1.84%
-19,596
-0.05%
$166.68
204.37% $507.33
2.90%
MMC
-1.87%
-39,010
-0.05%
$73.89
207.54% $227.24
2.52%
CBS1EUR
-1.94%
-46,796
-0.05%
$69.36
-
2.73%
MRK
-2.03%
-67,278
-0.07%
$63.54
17.72% $74.80
3.43%
ADI
-2.08%
-44,000
-0.06%
$81.95
177.14% $227.12
2.82%
C
-2.12%
-74,930
-0.07%
$59.82
26.98% $75.96
3.44%
LBTYK
-3.05%
-168,284
-0.10%
$35.04
70.72% $10.26
3.11%
GOOGL
-4.33%
-169,160
-0.12%
$42.39
286.79% $163.96
2.63%
CMCSA
-12.10%
-578,463
-0.36%
$37.59
6.01% $35.33
2.62%
BAC
-15.96%
-1,529,763
-0.60%
$23.59
88.13% $44.38
3.16%
CPN
-19.01%
-2,591,389
-0.48%
$11.05
-
2.02%
FLEX
-19.03%
-2,057,776
-0.57%
$16.80
149.70% $41.95
2.44%
AMAT
-20.19%
-1,005,798
-0.65%
$38.90
349.23% $174.75
2.57%
TWX
-100.00%
-1,343,527
-2.15%
$96.53
-
0.00%
PRGO
-100.00%
-2,014,296
-2.78%
$83.23
68.41% $26.29
0.00%
A
-100.00%
-2,722,153
-2.06%
$45.56
146.71% $112.40
0.00%
38 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.