Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 49 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 10, bought 9 totally new, decreased the number of shares of 21 and completely sold out 9 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 19 securities out of which top 5 purchases (by % change to portfolio) are (C) CITIGROUP INC COM NEW (new buy), (LUV) SOUTHWEST AIRLINES CO (new buy), (ZBH) ZIMMER BIOMET HOLDINGS INC (new buy), (BMY) BRISTOL-MYERS SQUIBB CO (new buy) and (BAX) BAXTER INTERNATIONAL INC (new buy).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) are (COF) CAPITAL ONE FINANCIAL CORP (4.19%), (WFC) WELLS FARGO & CO (3.6%), (TEVA) TEVA PHARMACEUTICAL-SP ADR (3.47%), (COG) CABOT OIL & GAS CORP (3.32%) and (AVTR) AVANTOR INC (3.26%).

In the latest report(s) the following changes have been made to the top investments: (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -2.88%), (WFC) WELLS FARGO & CO (reduced shares -12.38%), (TEVA) TEVA PHARMACEUTICAL-SP ADR (reduced shares -20.15%), (COG) CABOT OIL & GAS CORP (reduced shares -1.86%) and (AVTR) AVANTOR INC (added shares +32.92%).

2023 Q4 (39 results)
WLTW
buy
+303,419
+2.54%
$241.20
4.00% $231.56
2.54%
BBWI
+379.23%
+1,506,110
+2.25%
$43.16
34.15% $28.42
2.85%
OGN
+35.17%
+1,216,522
+0.61%
$14.42
22.88% $11.12
2.34%
ORCL
+29.68%
+167,529
+0.61%
$105.43
22.00% $128.62
2.68%
FIS
+23.22%
+289,199
+0.60%
$60.07
24.16% $74.58
3.20%
BRK.B
+13.13%
+26,679
+0.33%
$356.66
45.30% $518.21
2.84%
TEVA
+12.61%
+998,522
+0.36%
$10.44
30.75% $13.65
3.23%
GM
+9.85%
+244,068
+0.30%
$35.92
24.08% $44.57
3.39%
CLF
+9.04%
+334,739
+0.24%
$20.42
64.25% $7.30
2.86%
HOLX
+7.84%
+72,657
+0.18%
$71.45
19.44% $57.56
2.48%
CNC
+5.43%
+55,505
+0.14%
$74.21
18.21% $60.70
2.77%
KHC
+5.42%
+107,896
+0.14%
$36.98
20.34% $29.46
2.69%
KMI
+5.28%
+235,997
+0.14%
$17.64
53.63% $27.10
2.88%
FLEX
+3.44%
+128,766
+0.14%
$30.46
3.55% $31.54
4.09%
ANTM
-0.16%
-247
-0.00%
$471.56
2.34% $482.58
2.45%
BKR
-0.19%
-2,980
-0.00%
$34.18
13.84% $38.91
1.88%
MRK
-0.22%
-1,570
-0.01%
$109.02
28.45% $78.00
2.65%
BA
-0.43%
-1,586
-0.01%
$260.66
37.89% $161.90
0.00%
NXPI
-0.45%
-1,535
-0.01%
$229.68
25.66% $170.74
2.72%
FDX
-0.47%
-1,286
-0.01%
$252.97
17.95% $207.55
2.40%
ADI
-0.56%
-1,909
-0.01%
$198.56
11.23% $176.27
0.00%
WFC
-1.95%
-44,904
-0.08%
$49.22
31.47% $64.71
3.86%
COF
-2.08%
-18,001
-0.08%
$131.12
24.14% $162.77
3.86%
MU
-2.11%
-23,622
-0.07%
$85.34
19.38% $68.80
0.00%
AMAT
-2.48%
-9,662
-0.05%
$162.07
15.18% $137.46
0.00%
PFE
-2.81%
-46,741
-0.05%
$28.79
23.10% $22.14
1.62%
AYI
-2.97%
-10,635
-0.08%
$204.83
11.81% $229.02
2.47%
HII
-3.30%
-12,041
-0.11%
$259.64
15.47% $219.48
3.18%
PVH
-3.92%
-40,835
-0.17%
$122.12
43.56% $68.92
4.24%
PCAR
-5.25%
-34,739
-0.12%
$97.65
9.71% $88.17
2.12%
CEG
-11.54%
-61,220
-0.25%
$116.89
76.82% $206.68
1.90%
GEHCV
-16.14%
-195,210
-0.52%
$77.32
27.57% $56.00
2.72%
LEN
-19.28%
-94,807
-0.49%
$149.04
29.73% $104.73
2.05%
TTE
-19.59%
-304,017
-0.71%
$67.38
13.24% $58.46
2.92%
VST
-20.10%
-576,616
-0.77%
$38.52
199.64% $115.42
3.06%
CAH
-25.82%
-197,614
-0.69%
$100.80
33.64% $134.71
1.98%
AVTR
-100.00%
-3,989,327
-2.92%
$21.08
28.37% $15.10
0.00%
CSCO
-100.00%
-1,018,729
-1.90%
$53.76
3.72% $55.76
0.00%
CAG
-100.00%
-1,522,008
-1.45%
$27.42
7.62% $25.33
0.00%
39 of 1,949

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.