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 Q3 (40 results)
TEVA
buy
+7,920,712
+3.09%
$10.20
37.84% $14.06
3.09%
AVTR
+19.10%
+639,715
+0.52%
$21.08
17.98% $24.87
0.00%
KHC
+33.96%
+504,963
+0.65%
$33.64
6.24% $35.74
2.57%
KMI
+11.01%
+442,987
+0.28%
$16.58
12.24% $18.61
2.84%
GM
+20.65%
+424,072
+0.54%
$32.97
36.67% $45.06
3.13%
BBWI
buy
+397,148
+0.51%
$33.80
40.18% $47.38
0.51%
TTE
+30.20%
+359,871
+0.91%
$65.76
9.53% $72.03
3.91%
AYI
buy
+358,179
+2.34%
$170.31
52.16% $259.14
2.34%
MU
+36.38%
+298,703
+0.78%
$68.03
76.58% $120.13
2.92%
HOLX
+43.31%
+279,918
+0.74%
$69.40
9.41% $75.93
2.46%
GEHCV
+21.78%
+216,249
+0.56%
$68.04
17.70% $56.00
3.15%
FIS
+18.50%
+194,391
+0.41%
$55.27
27.47% $70.45
2.64%
CAH
+26.11%
+158,463
+0.53%
$86.82
13.56% $98.59
2.54%
LEN
+9.95%
+44,499
+0.19%
$112.23
43.48% $161.03
2.11%
BA
+9.87%
+33,506
+0.25%
$191.68
6.95% $178.35
2.74%
ANTM
+27.93%
+32,790
+0.55%
$435.42
10.83% $482.58
2.50%
HII
-0.37%
-1,345
-0.01%
$204.58
20.53% $246.59
2.86%
ADI
-0.43%
-1,477
-0.01%
$175.09
16.12% $203.32
2.28%
AMAT
-0.46%
-1,804
-0.01%
$138.45
50.86% $208.86
2.07%
ORCL
-0.48%
-2,709
-0.01%
$105.92
11.73% $118.34
2.29%
COF
-0.38%
-3,340
-0.01%
$97.05
47.69% $143.33
3.22%
PVH
-0.40%
-4,172
-0.01%
$76.51
49.73% $114.56
3.05%
CNC
-0.47%
-4,818
-0.01%
$68.88
9.09% $75.14
2.70%
WFC
-0.40%
-9,354
-0.01%
$40.86
47.31% $60.19
3.60%
MRK
-6.32%
-47,452
-0.19%
$102.95
23.91% $127.57
2.77%
FDX
-15.30%
-49,667
-0.50%
$264.92
1.75% $260.29
2.79%
BRK.B
-25.67%
-70,163
-0.94%
$350.30
15.59% $404.92
2.72%
PCAR
-11.00%
-81,863
-0.27%
$85.02
23.68% $105.15
2.16%
CAG
-5.75%
-92,833
-0.10%
$27.42
10.10% $30.19
0.00%
PFE
-7.08%
-126,900
-0.16%
$33.17
15.10% $28.16
2.12%
NXPI
-33.37%
-171,799
-1.32%
$199.92
29.87% $259.63
2.63%
CSCO
-22.98%
-303,972
-0.63%
$53.76
12.37% $47.11
0.00%
OGN
-8.48%
-320,640
-0.21%
$17.36
19.12% $20.68
2.30%
CEG
-41.73%
-379,984
-1.59%
$109.08
81.24% $197.70
2.22%
CLF
-11.72%
-491,796
-0.29%
$15.63
10.04% $17.20
2.22%
BKR
-24.89%
-526,483
-0.71%
$35.32
9.40% $32.00
2.15%
RHI
-100.00%
-715,537
-2.06%
$75.22
6.93% $70.01
0.00%
FLEX
-19.63%
-914,170
-0.94%
$26.98
8.19% $29.19
3.87%
RHHBY
-100.00%
-1,437,613
-2.10%
$38.20
21.23% $30.09
0.00%
VST
-34.75%
-1,528,054
-1.94%
$33.18
150.87% $83.24
3.64%
40 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.