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 Q1 (42 results)
LRCX
+30.47%
+28,815
+0.57%
$530.12
66.69% $883.68
0.00%
BRK.B
-4.35%
-13,811
-0.16%
$308.77
29.74% $400.60
3.52%
SIVB
-100.00%
-346,243
-3.00%
$230.14
53.92% $106.04
0.00%
FDX
-15.28%
-50,501
-0.43%
$228.49
14.68% $262.03
2.41%
BA
+3.81%
+12,171
+0.10%
$212.43
15.81% $178.85
2.65%
HII
+0.26%
+878
+0.01%
$207.02
18.44% $245.19
2.67%
NXPI
-2.36%
-12,851
-0.09%
$186.48
36.35% $254.26
3.74%
AMAT
-4.36%
-25,966
-0.12%
$122.83
61.13% $197.91
2.63%
FRC
-100.00%
-787,896
-3.61%
$121.89
97.12% $3.51
0.00%
MRK
+1.61%
+10,601
+0.04%
$106.39
20.56% $128.26
2.68%
LEN
-16.71%
-168,740
-0.67%
$105.11
47.66% $155.21
3.33%
COF
-10.75%
-106,195
-0.38%
$96.16
47.47% $141.81
3.19%
ORCL
-7.57%
-99,209
-0.35%
$92.92
23.72% $114.96
4.24%
PVH
-29.69%
-454,104
-1.52%
$89.16
24.00% $110.56
3.61%
GOOGL
-100.00%
-843,992
-2.80%
$88.23
88.85% $166.62
0.00%
MS
-100.00%
-619,501
-1.98%
$85.02
8.97% $92.65
0.00%
GEHCV
buy
+1,005,085
+3.10%
$82.03
31.73% $56.00
3.10%
HOLX
-26.38%
-238,190
-0.72%
$80.70
5.94% $75.91
2.02%
RHI
buy
+724,151
+2.20%
$80.57
13.64% $69.58
2.20%
CEG
buy
+923,818
+2.73%
$78.50
137.17% $186.18
2.73%
CAH
+40.06%
+291,884
+0.83%
$75.50
36.40% $102.98
2.90%
PCAR
-14.06%
-126,301
-0.35%
$73.20
45.44% $106.46
2.13%
CNC
buy
+856,468
+2.04%
$63.21
17.59% $74.33
2.04%
MU
-29.68%
-362,060
-0.82%
$60.34
86.16% $112.33
1.95%
TTE
+29.21%
+277,905
+0.62%
$59.05
20.91% $71.40
2.73%
CSCO
buy
+1,057,542
+2.08%
$52.28
10.49% $46.79
2.08%
PFE
+29.66%
+558,190
+0.86%
$40.80
32.11% $27.70
3.75%
KHC
buy
+1,410,919
+2.05%
$38.67
5.04% $36.72
2.05%
CAG
-15.79%
-306,933
-0.43%
$37.56
17.86% $30.85
2.31%
WFC
-4.87%
-121,842
-0.17%
$37.38
60.06% $59.83
3.35%
GM
-17.13%
-430,205
-0.59%
$36.68
21.78% $44.67
2.87%
TPX
-100.00%
-2,107,039
-2.72%
$34.33
46.87% $50.42
0.00%
VSCO
-14.35%
-332,969
-0.43%
$34.15
48.05% $17.74
0.00%
BAC
-100.00%
-1,858,364
-2.32%
$33.12
11.35% $36.88
0.00%
BKR
-6.25%
-145,994
-0.16%
$28.86
10.64% $31.93
2.38%
VST
-13.83%
-723,700
-0.65%
$24.00
232.79% $79.87
4.07%
OGN
+9.76%
+296,590
+0.26%
$23.52
17.09% $19.50
2.95%
FLEX
-10.62%
-590,913
-0.51%
$23.01
19.17% $27.42
4.31%
AVTR
buy
+3,890,403
+3.09%
$21.14
15.04% $24.32
3.09%
VNT
-100.00%
-30,988
-0.02%
$19.33
108.74% $40.35
0.00%
CLF
-2.10%
-82,241
-0.06%
$18.33
5.73% $17.28
2.64%
KMI
+5.93%
+228,302
+0.15%
$17.51
5.43% $18.46
2.69%
42 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.