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
2025 Q1 (41 results)
ZBH
ZIMMER BIOMET HOLDINGS INC
+3.56%
+27,423
+0.11%
$113.18
17.13% $93.79
3.17%
WLTW
WILLIS TOWERS WATSON PLC
-22.35%
-66,412
-0.79%
$337.95
31.48% $231.56
2.73%
WFC
WELLS FARGO & CO
-19.62%
-297,095
-0.77%
$71.79
14.99% $82.55
3.14%
DIS
WALT DISNEY CO/THE
+20.04%
+155,603
+0.54%
$98.70
21.45% $119.87
3.22%
VST
VISTRA CORP
-100.00%
-481,772
-2.33%
$137.87
42.58% $196.58
0.00%
TEVA
TEVA PHARMACEUTICAL-SP ADR
+14.23%
+679,377
+0.37%
$15.37
6.70% $16.40
2.94%
LUV
SOUTHWEST AIRLINES CO
+12.67%
+321,258
+0.38%
$33.58
10.57% $37.13
3.36%
PVH
PVH CORP
-0.49%
-4,310
-0.01%
$64.64
13.69% $73.49
1.99%
PEG
PUBLIC SERVICE ENTERPRISE GP
+41.34%
+223,862
+0.65%
$82.30
0.30% $82.55
2.23%
PRGO
PERRIGO CO PLC
+23.10%
+554,748
+0.61%
$28.04
1.82% $27.53
3.23%
PYPL
PAYPAL HOLDINGS INC
+17.15%
+166,091
+0.41%
$65.25
9.36% $71.36
2.83%
OGN
ORGANON & CO
+0.17%
+8,420
+0.00%
$14.89
33.24% $9.94
2.60%
NXPI
NXP SEMICONDUCTORS NV
-30.45%
-131,949
-0.88%
$190.06
20.45% $228.92
2.01%
NEM
NEWMONT CORP
+7.93%
+21,165
+0.04%
$48.28
24.54% $60.13
0.49%
MHK
MOHAWK INDUSTRIES INC
buy
+270,496
+2.14%
$114.18
1.45% $112.53
2.14%
MTCH
MATCH GROUP INC
+64.86%
+792,408
+0.87%
$31.20
4.13% $32.49
2.20%
LEN
LENNAR CORP-A
+17.78%
+70,463
+0.28%
$114.78
0.71% $113.96
1.88%
KR
KROGER CO
-9.34%
-123,291
-0.29%
$67.69
4.27% $70.58
2.84%
KMI
KINDER MORGAN INC
+2.73%
+59,226
+0.06%
$28.53
2.42% $27.84
2.40%
INCY
INCYTE CORP
+24.46%
+293,749
+0.62%
$60.55
13.28% $68.59
3.17%
HOLX
HOLOGIC INC
+42.61%
+214,969
+0.89%
$61.77
6.39% $65.72
2.99%
GM
GENERAL MOTORS CO
-9.79%
-105,882
-0.17%
$47.03
13.52% $53.39
1.61%
GEHCV
GE HEALTHCARE INC-W/I
+0.76%
+5,533
+0.02%
$80.71
30.62% $56.00
2.21%
FLEX
FLEX LTD
-3.10%
-49,008
-0.06%
$33.08
57.77% $52.19
2.01%
FIS
FIDELITY NATIONAL INFO SERV
+37.08%
+351,684
+0.92%
$74.68
5.32% $78.65
3.40%
FDX
FEDEX CORP
-100.00%
-241,475
-2.38%
$281.33
16.09% $236.06
0.00%
EOG
EOG RESOURCES INC
+41.23%
+211,473
+0.95%
$128.24
4.05% $123.04
3.25%
CSX
CSX CORP
+47.99%
+1,008,725
+1.04%
$29.43
15.87% $34.10
3.21%
C
CITIGROUP INC COM NEW
+10.71%
+131,386
+0.33%
$70.99
22.17% $86.73
3.38%
CHKP
CHECK POINT SOFTWARE TECH
-43.43%
-208,002
-1.66%
$227.92
5.45% $215.50
2.16%
CF
CF INDUSTRIES HOLDINGS INC
+19.38%
+163,698
+0.45%
$78.15
25.71% $98.24
2.76%
COF
CAPITAL ONE FINANCIAL CORP
-15.63%
-106,702
-0.70%
$179.30
22.58% $219.79
3.77%
COG
CABOT OIL & GAS CORP
-0.46%
-9,741
-0.02%
$28.90
23.01% $22.25
3.97%
BMY
BRISTOL-MYERS SQUIBB CO
+3.75%
+28,313
+0.11%
$60.99
23.17% $46.86
3.04%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-10.51%
-16,690
-0.31%
$532.58
10.65% $475.86
2.65%
BAX
BAXTER INTERNATIONAL INC
+13.74%
+341,321
+0.41%
$34.23
16.16% $28.70
3.39%
BBWI
BATH & BODY WORKS INC
-100.00%
-1,195,304
-3.03%
$38.77
15.30% $32.84
0.00%
GOLD
BARRICK GOLD CORP
+0.52%
+11,355
+0.01%
$19.44
8.85% $21.16
2.62%
BKR
BAKER HUGHES CO
-100.00%
-1,578,824
-2.27%
$41.02
0.78% $40.70
0.00%
AVTR
AVANTOR INC
-10.88%
-509,183
-0.29%
$16.21
16.22% $13.58
2.37%
AES
AES CORP
+13.60%
+730,178
+0.32%
$12.42
1.37% $12.59
2.65%
41 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.