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
2023 Q1 (42 results)
CNC
CENTENE CORP
buy
+856,468
+2.04%
$63.21
15.30% $53.54
2.04%
AVTR
AVANTOR INC
buy
+3,890,403
+3.09%
$21.14
35.76% $13.58
3.09%
CEG
CONSTELLATION ENERGY
buy
+923,818
+2.73%
$78.50
301.45% $315.14
2.73%
CSCO
CISCO SYSTEMS INC
buy
+1,057,542
+2.08%
$52.28
30.44% $68.19
2.08%
KHC
KRAFT HEINZ CO/THE
buy
+1,262,772
+2.05%
$38.67
33.46% $25.73
2.05%
RHI
ROBERT HALF INTL INC
buy
+724,151
+2.20%
$80.57
49.26% $40.88
2.20%
GEHCV
GE HEALTHCARE INC-W/I
buy
+1,005,085
+3.10%
$82.03
31.73% $56.00
3.10%
CAH
CARDINAL HEALTH INC
+40.06%
+278,749
+0.83%
$75.50
116.89% $163.75
2.90%
LRCX
LAM RESEARCH CORP
+30.47%
+28,815
+0.57%
$530.12
81.89% $96.02
0.00%
PFE
PFIZER INC
+29.66%
+474,461
+0.86%
$40.80
40.54% $24.26
3.75%
TTE
TOTALENERGIES SE -SPON ADR
+29.21%
+277,905
+0.62%
$59.05
3.37% $61.04
2.73%
OGN
ORGANON & CO
+9.76%
+256,550
+0.26%
$23.52
57.48% $10.00
2.95%
KMI
KINDER MORGAN INC
+5.93%
+228,302
+0.15%
$17.51
61.68% $28.31
2.69%
BA
BOEING CO/THE
+3.81%
+12,171
+0.10%
$212.43
6.37% $198.90
2.65%
MRK
MERCK & CO INC
+1.61%
+9,328
+0.04%
$106.39
25.12% $79.67
2.68%
HII
HUNTINGTON INGALLS INDUSTRIE
+0.26%
+878
+0.01%
$207.02
13.57% $235.12
2.67%
CLF
CLEVELAND-CLIFFS INC
-2.10%
-77,306
-0.06%
$18.33
61.59% $7.04
2.64%
NXPI
NXP SEMICONDUCTORS NV
-2.36%
-10,537
-0.09%
$186.48
15.98% $216.28
3.74%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-4.35%
-13,396
-0.16%
$308.77
57.47% $486.21
3.52%
AMAT
APPLIED MATERIALS INC
-4.36%
-25,576
-0.12%
$122.83
49.04% $183.07
2.63%
WFC
WELLS FARGO & CO
-4.87%
-121,842
-0.17%
$37.38
111.53% $79.07
3.35%
BKR
BAKER HUGHES CO
-6.25%
-145,994
-0.16%
$28.86
30.21% $37.58
2.38%
ORCL
ORACLE CORP
-7.57%
-99,209
-0.35%
$92.92
126.78% $210.72
4.24%
FLEX
FLEX LTD
-10.62%
-590,913
-0.51%
$23.01
113.04% $49.02
4.31%
COF
CAPITAL ONE FINANCIAL CORP
-10.75%
-106,195
-0.38%
$96.16
116.34% $208.03
3.19%
VST
VISTRA CORP
-13.83%
-723,700
-0.65%
$24.00
676.33% $186.32
4.07%
PCAR
PACCAR INC
-14.06%
-126,301
-0.35%
$73.20
28.61% $94.14
2.13%
VSCO
VICTORIA'S SECRET & CO
-14.35%
-278,029
-0.43%
$34.15
44.71% $18.88
0.00%
FDX
FEDEX CORP
-15.28%
-46,713
-0.43%
$228.49
2.84% $222.00
2.41%
CAG
CONAGRA BRANDS INC
-15.79%
-306,933
-0.43%
$37.56
45.55% $20.45
2.31%
LEN
LENNAR CORP-A
-16.71%
-168,740
-0.67%
$105.11
4.43% $109.77
3.33%
GM
GENERAL MOTORS CO
-17.13%
-430,205
-0.59%
$36.68
31.22% $48.13
2.87%
HOLX
HOLOGIC INC
-26.38%
-216,752
-0.72%
$80.70
20.36% $64.27
2.02%
MU
MICRON TECHNOLOGY INC
-29.68%
-362,060
-0.82%
$60.34
110.89% $127.25
1.95%
PVH
PVH CORP
-29.69%
-454,104
-1.52%
$89.16
28.79% $63.49
3.61%
SIVB
SVB FINANCIAL GROUP
-100.00%
-346,243
-3.00%
$230.14
53.92% $106.04
0.00%
BAC
BANK OF AMERICA CORP
-100.00%
-984,932
-2.32%
$33.12
41.46% $46.85
0.00%
TPX
TEMPUR SEALY INTERNATIONAL I
-100.00%
-1,917,405
-2.72%
$34.33
91.70% $65.81
0.00%
FRC
FIRST REPUBLIC BANK/CA
-100.00%
-787,896
-3.61%
$121.89
97.12% $3.51
0.00%
VNT
VONTIER CORP
-100.00%
-30,988
-0.02%
$19.33
90.48% $36.82
0.00%
MS
MORGAN STANLEY
-100.00%
-619,501
-1.98%
$85.02
61.99% $137.72
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-459,975
-2.80%
$88.23
93.45% $170.68
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.