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%).

2015 Q2 (41 results)
MRK
buy
+3,595,407
+3.30%
$56.93
33.44% $75.97
3.30%
AER
buy
+3,100,310
+2.29%
$45.79
139.29% $109.57
2.29%
EXC
buy
+3,945,978
+2.00%
$31.42
43.92% $45.22
2.00%
VIVHY
buy
+11,900
+0.00%
$25.29
88.02% $3.03
0.00%
AMAT
+19.23%
+1,487,436
+0.46%
$19.22
709.63% $155.61
2.85%
TXN
+19.00%
+524,738
+0.44%
$51.51
234.44% $172.27
2.73%
ORCL
+12.21%
+536,886
+0.35%
$40.30
273.05% $150.34
3.20%
IP
+8.67%
+286,013
+0.22%
$47.59
6.98% $44.27
2.75%
FLEX
+8.39%
+1,122,148
+0.20%
$11.31
240.23% $38.48
2.64%
CIT
+8.01%
+319,580
+0.24%
$46.49
15.08% $53.50
3.23%
RLGY
+4.37%
+163,777
+0.12%
$46.72
74.14% $12.08
2.94%
9999000D
-1.39%
-1,918
-0.02%
$520.51
-
1.14%
PG
-1.48%
-30,167
-0.04%
$78.24
101.51% $157.66
2.53%
KEYS
-1.49%
-67,548
-0.03%
$31.19
394.13% $154.12
2.24%
8888000D
-1.53%
-3,199
-0.03%
$540.04
-
1.79%
8765432D
-1.57%
-95,831
-0.04%
$22.94
-
2.22%
TWX
-1.70%
-33,396
-0.05%
$87.41
-
2.71%
A
-1.76%
-67,120
-0.04%
$38.58
177.17% $106.93
2.33%
TMO
-1.77%
-27,850
-0.06%
$129.76
210.67% $403.13
3.23%
CBS1EUR
-1.79%
-53,027
-0.05%
$55.50
-
2.60%
SNY
-2.12%
-78,009
-0.06%
$49.53
0.75% $49.90
2.88%
COF
-3.62%
-86,078
-0.12%
$87.97
113.44% $187.76
3.25%
BAC
-3.69%
-451,803
-0.12%
$17.02
145.53% $41.79
3.24%
BP
-3.72%
-178,717
-0.12%
$39.96
25.50% $29.77
2.98%
VOD
-3.79%
-198,869
-0.12%
$36.45
74.49% $9.30
2.96%
MMC
-3.93%
-118,819
-0.11%
$56.70
300.09% $226.85
2.65%
QCOM
-4.30%
-102,298
-0.10%
$62.63
131.81% $145.18
0.00%
IVZ
-4.73%
-213,999
-0.13%
$37.49
60.44% $14.83
2.60%
9991734D
-5.27%
-100,273
-0.16%
$99.68
-
2.89%
C
-5.62%
-208,899
-0.19%
$55.24
29.34% $71.45
3.12%
ANTM
-7.14%
-75,940
-0.20%
$164.14
194.01% $482.58
0.00%
LOW
-7.59%
-153,862
-0.17%
$66.97
231.88% $222.26
2.02%
CMCSA
-8.31%
-503,992
-0.24%
$30.07
13.90% $34.25
2.70%
AIG
-10.53%
-369,434
-0.37%
$61.82
33.31% $82.41
3.12%
CVS
-14.52%
-222,692
-0.38%
$104.88
36.15% $66.97
2.21%
RS
-15.35%
-363,320
-0.35%
$60.48
389.95% $296.32
0.00%
CFG
-17.45%
-1,269,985
-0.56%
$27.31
43.24% $39.12
2.64%
GE
-25.12%
-252,554
-0.86%
$212.56
1.13% $214.96
2.58%
AES
-27.02%
-4,485,784
-0.96%
$13.26
16.14% $11.12
0.00%
1715651D
-100.00%
-1,371,127
-1.58%
$71.47
-
0.00%
MSFT
-100.00%
-4,076,883
-2.67%
$40.66
979.13% $438.72
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.