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 Q2 (43 results)
CVS
buy
+1,165,831
+2.30%
$59.06
13.92% $67.28
2.30%
PEG
buy
+744,908
+2.38%
$73.70
13.15% $83.39
2.38%
AVTR
buy
+3,604,345
+2.55%
$21.20
36.56% $13.45
2.55%
NEM
buy
+167,030
+0.23%
$41.87
38.24% $57.88
0.23%
DIS
buy
+623,252
+2.06%
$99.29
19.10% $118.25
2.06%
HII
+50.67%
+116,180
+0.95%
$246.33
5.62% $232.48
2.84%
GOLD
+48.24%
+1,449,862
+0.81%
$16.68
27.82% $21.32
2.48%
GEHCV
+31.38%
+230,906
+0.60%
$77.92
28.13% $56.00
2.51%
CAH
+24.82%
+133,195
+0.44%
$98.32
66.48% $163.68
2.20%
WLTW
+19.59%
+58,085
+0.51%
$262.14
11.67% $231.56
3.10%
CVX
+18.53%
+11,450
+0.07%
$156.42
6.90% $145.63
0.00%
CF
+13.13%
+103,101
+0.25%
$74.12
27.91% $94.81
2.19%
PFE
+10.95%
+279,825
+0.26%
$27.98
13.37% $24.24
2.65%
BBWI
+10.00%
+189,889
+0.25%
$39.05
26.81% $28.58
2.72%
KR
+5.78%
+82,788
+0.14%
$49.93
45.92% $72.86
2.52%
HOLX
+5.20%
+47,798
+0.14%
$74.25
13.17% $64.47
2.89%
PRGO
+5.16%
+86,750
+0.10%
$25.68
3.35% $26.54
2.05%
KMI
-2.89%
-141,654
-0.09%
$19.87
41.42% $28.10
3.16%
FDX
-3.02%
-8,184
-0.08%
$299.84
23.06% $230.70
2.63%
NXPI
-3.07%
-9,910
-0.09%
$269.09
19.19% $217.46
2.80%
LEN
-3.07%
-12,617
-0.06%
$149.87
25.99% $110.92
1.99%
OGN
-3.07%
-120,941
-0.11%
$20.70
52.22% $9.89
3.36%
ORCL
-3.09%
-21,492
-0.10%
$141.20
50.06% $211.88
3.17%
KHC
-3.12%
-62,998
-0.08%
$32.22
19.86% $25.82
2.58%
FIS
-3.15%
-40,032
-0.12%
$75.36
8.05% $81.43
3.66%
BRK.B
-3.17%
-5,961
-0.09%
$406.80
20.56% $490.43
2.77%
CHKP
-3.20%
-15,219
-0.08%
$165.00
34.38% $221.72
2.53%
BKR
-3.21%
-72,466
-0.09%
$35.17
7.17% $37.69
2.83%
TTE
-3.50%
-36,473
-0.08%
$66.68
8.73% $60.86
0.00%
PVH
-3.97%
-37,709
-0.13%
$105.87
39.64% $63.90
3.22%
COF
-6.77%
-47,753
-0.25%
$138.45
48.92% $206.18
3.47%
TEVA
-9.78%
-733,244
-0.40%
$16.25
5.35% $17.12
3.66%
ANTM
-21.06%
-32,574
-0.59%
$541.86
10.94% $482.58
2.21%
MRK
-23.42%
-129,917
-0.67%
$123.80
34.87% $80.63
2.19%
GM
-26.03%
-690,589
-1.07%
$46.46
5.62% $49.07
3.04%
WFC
-26.54%
-568,461
-1.13%
$59.39
31.47% $78.08
3.12%
FLEX
-26.77%
-833,578
-1.13%
$29.49
59.58% $47.06
3.09%
CNC
-27.31%
-320,868
-0.71%
$66.30
19.34% $53.48
1.89%
VST
-44.02%
-477,203
-1.81%
$85.98
119.32% $188.57
2.30%
CEG
-100.00%
-243,008
-2.22%
$184.85
74.91% $323.32
0.00%
PCAR
-100.00%
-327,021
-2.25%
$123.89
25.80% $91.93
0.00%
AYI
-100.00%
-136,802
-1.67%
$268.73
4.89% $281.88
0.00%
CLF
-100.00%
-3,831,468
-2.90%
$22.74
68.87% $7.08
0.00%
43 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.