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 Q4 (39 results)
VST
-20.10%
-576,616
-0.77%
$38.52
88.73% $72.70
3.06%
CEG
-11.54%
-61,220
-0.25%
$116.89
61.15% $188.37
1.90%
MU
-2.11%
-23,622
-0.07%
$85.34
34.57% $114.84
3.24%
TEVA
+12.61%
+998,522
+0.36%
$10.44
32.28% $13.81
3.23%
OGN
+35.17%
+1,216,522
+0.61%
$14.42
28.64% $18.55
2.34%
GM
+9.85%
+244,068
+0.30%
$35.92
27.62% $45.84
3.39%
AMAT
-2.48%
-9,662
-0.05%
$162.07
25.49% $203.38
2.14%
AYI
-2.97%
-10,635
-0.08%
$204.83
23.11% $252.16
2.47%
WFC
-1.95%
-44,904
-0.08%
$49.22
21.72% $59.91
3.86%
MRK
-0.22%
-1,570
-0.01%
$109.02
20.34% $131.20
2.65%
FIS
+23.22%
+289,199
+0.60%
$60.07
15.86% $69.60
3.20%
PCAR
-5.25%
-34,739
-0.12%
$97.65
14.65% $111.96
2.12%
AVTR
-100.00%
-3,989,327
-2.92%
$21.08
13.57% $23.94
0.00%
CAG
-100.00%
-1,522,008
-1.45%
$27.42
13.35% $31.08
0.00%
BRK.B
+13.13%
+26,679
+0.33%
$356.66
12.74% $402.10
2.84%
COF
-2.08%
-18,001
-0.08%
$131.12
11.51% $146.21
3.86%
ORCL
+29.68%
+167,529
+0.61%
$105.43
11.17% $117.21
2.68%
TTE
-19.59%
-304,017
-0.71%
$67.38
10.66% $74.56
2.92%
HII
-3.30%
-12,041
-0.11%
$259.64
6.67% $276.97
3.18%
BBWI
+379.23%
+1,506,110
+2.25%
$43.16
6.67% $46.04
2.85%
HOLX
+7.84%
+72,657
+0.18%
$71.45
6.34% $75.98
2.48%
KMI
+5.28%
+235,997
+0.14%
$17.64
5.90% $18.68
2.88%
NXPI
-0.45%
-1,535
-0.01%
$229.68
5.67% $242.70
2.72%
FDX
-0.47%
-1,286
-0.01%
$252.97
5.09% $265.84
2.40%
LEN
-19.28%
-94,807
-0.49%
$149.04
3.52% $154.29
2.05%
KHC
+5.42%
+107,896
+0.14%
$36.98
3.19% $38.16
2.69%
CAH
-25.82%
-197,614
-0.69%
$100.80
2.39% $103.21
1.98%
ANTM
-0.16%
-247
-0.00%
$471.56
2.34% $482.58
2.45%
ADI
-0.56%
-1,909
-0.01%
$198.56
1.72% $201.97
2.33%
CNC
+5.43%
+55,505
+0.14%
$74.21
0.28% $74.00
2.77%
BKR
-0.19%
-2,980
-0.00%
$34.18
3.92% $32.84
1.88%
WLTW
buy
+303,419
+2.54%
$241.20
4.00% $231.56
2.54%
FLEX
+3.44%
+128,766
+0.14%
$30.46
4.89% $28.97
4.09%
PVH
-3.92%
-40,835
-0.17%
$122.12
9.08% $111.03
4.24%
CSCO
-100.00%
-1,018,729
-1.90%
$53.76
10.97% $47.86
0.00%
PFE
-2.81%
-46,741
-0.05%
$28.79
11.77% $25.40
1.62%
CLF
+9.04%
+334,739
+0.24%
$20.42
12.44% $17.88
2.86%
GEHCV
-16.14%
-195,210
-0.52%
$77.32
27.57% $56.00
2.72%
BA
-0.43%
-1,586
-0.01%
$260.66
35.85% $167.22
3.36%
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.