Harry Burn Holdings Activity

Sound Shore Management Portfolio 13F

Sound Shore Management has disclosed a total of 39 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 13, bought 1 totally new, decreased the number of shares of 22 and completely sold out 3 position(s).

What stocks is Harry Burn buying now?

In the recent quarter Harry Burn has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (WLTW) WILLIS TOWERS WATSON PLC (new buy), (BBWI) BATH & BODY WORKS INC (added shares +379.23%), (ORCL) ORACLE CORP (added shares +29.68%), (OGN) ORGANON & CO (added shares +35.17%) and (FIS) FIDELITY NATIONAL INFO SERV (added shares +23.22%).

What does Harry Burn invest in?

Harry Burn's top 5 holdings (by % of portfolio) are (PVH) PVH CORP (4.24%), (FLEX) FLEX LTD (4.09%), (COF) CAPITAL ONE FINANCIAL CORP (3.86%), (WFC) WELLS FARGO & CO (3.86%) and (GM) GENERAL MOTORS CO (3.39%).

In the latest report(s) the following changes have been made to the top investments: (PVH) PVH CORP (reduced shares -3.92%), (FLEX) FLEX LTD (added shares +3.44%), (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -2.08%), (WFC) WELLS FARGO & CO (reduced shares -1.95%) and (GM) GENERAL MOTORS CO (added shares +9.85%).

2023 Q2 (39 results)
LRCX
-100.00%
-123,375
-2.41%
$530.12
64.79% $873.57
0.00%
ANTM
buy
+61,041
+1.92%
$444.29
8.62% $482.58
1.92%
BRK.B
-9.91%
-30,055
-0.38%
$341.00
17.06% $399.16
3.43%
FDX
+15.93%
+44,589
+0.41%
$247.90
5.52% $261.58
2.97%
HII
+6.97%
+22,209
+0.20%
$227.60
8.39% $246.70
3.07%
BA
+2.38%
+7,903
+0.06%
$211.16
16.04% $177.30
2.64%
NXPI
-3.32%
-17,691
-0.13%
$204.68
22.85% $251.44
3.88%
ADI
buy
+342,209
+2.46%
$194.81
0.12% $194.58
2.46%
AMAT
-31.10%
-176,970
-0.94%
$144.54
35.91% $196.44
2.09%
LEN
-46.81%
-360,184
-1.82%
$125.31
22.34% $153.30
2.07%
ORCL
-53.19%
-580,117
-2.83%
$119.09
3.79% $114.58
2.49%
MRK
+12.17%
+81,465
+0.35%
$115.39
11.53% $128.69
3.19%
COF
-1.34%
-11,665
-0.05%
$109.37
29.82% $141.98
3.51%
CAH
-40.53%
-413,630
-1.44%
$94.57
8.66% $102.76
2.12%
CEG
-1.43%
-12,710
-0.04%
$91.55
102.94% $185.79
3.07%
PVH
-2.67%
-28,725
-0.09%
$84.97
30.46% $110.85
3.28%
PCAR
-3.64%
-24,882
-0.09%
$83.65
27.10% $106.32
2.29%
GEHCV
-1.21%
-11,496
-0.04%
$81.24
31.07% $56.00
2.97%
HOLX
-2.77%
-18,426
-0.05%
$80.97
6.10% $76.03
1.93%
RHI
-1.19%
-8,614
-0.02%
$75.22
7.67% $69.45
0.00%
CNC
+19.94%
+170,750
+0.42%
$67.45
10.88% $74.79
2.55%
MU
-4.25%
-36,477
-0.08%
$63.11
75.71% $110.89
1.91%
TTE
-3.05%
-37,533
-0.08%
$57.64
23.96% $71.45
2.53%
FIS
buy
+1,050,900
+2.12%
$54.70
26.18% $69.02
2.12%
CSCO
+25.07%
+258,530
+0.51%
$51.74
9.68% $46.73
2.52%
WFC
-2.78%
-56,495
-0.10%
$42.68
39.32% $59.46
3.64%
GM
-1.31%
-27,329
-0.04%
$38.56
16.00% $44.73
2.92%
RHHBY
buy
+1,250,723
+2.02%
$38.20
23.19% $29.34
0.00%
PFE
-26.54%
-647,521
-0.88%
$36.68
24.18% $27.81
2.42%
KHC
+5.38%
+75,882
+0.10%
$35.50
2.96% $36.55
1.95%
VSCO
-100.00%
-1,658,967
-2.50%
$34.15
47.88% $17.80
0.00%
CAG
-1.32%
-21,543
-0.03%
$33.72
8.63% $30.81
2.01%
BKR
-3.43%
-37,935
-0.09%
$31.61
0.85% $31.88
2.46%
FLEX
-6.35%
-315,985
-0.32%
$27.64
3.65% $26.63
4.74%
VST
-2.51%
-113,231
-0.11%
$26.25
201.98% $79.27
4.25%
OGN
+13.35%
+444,972
+0.34%
$20.81
9.23% $18.89
2.90%
AVTR
-13.90%
-540,791
-0.41%
$20.54
17.72% $24.18
2.54%
KMI
-1.27%
-51,692
-0.03%
$17.22
6.62% $18.36
2.55%
CLF
+9.38%
+359,754
+0.22%
$16.76
2.09% $17.11
2.59%
39 of 1,774

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.