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)
BA
-0.43%
-1,586
-0.01%
$260.66
30.81% $180.35
3.36%
GEHCV
-16.14%
-195,210
-0.52%
$77.32
27.57% $56.00
2.72%
CLF
+9.04%
+334,739
+0.24%
$20.42
15.57% $17.24
2.86%
CSCO
-100.00%
-1,018,729
-1.90%
$53.76
10.71% $48.00
0.00%
PVH
-3.92%
-40,835
-0.17%
$122.12
6.69% $113.95
4.24%
BKR
-0.19%
-2,980
-0.00%
$34.18
6.67% $31.90
1.88%
FLEX
+3.44%
+128,766
+0.14%
$30.46
6.24% $28.56
4.09%
HII
-3.30%
-12,041
-0.11%
$259.64
4.90% $246.92
3.18%
WLTW
buy
+303,419
+2.54%
$241.20
4.00% $231.56
2.54%
CAH
-25.82%
-197,614
-0.69%
$100.80
3.33% $97.44
1.98%
KHC
+5.42%
+107,896
+0.14%
$36.98
2.95% $35.89
2.69%
PFE
-2.81%
-46,741
-0.05%
$28.79
1.81% $28.27
1.62%
FDX
-0.47%
-1,286
-0.01%
$252.97
1.99% $258.01
2.40%
CNC
+5.43%
+55,505
+0.14%
$74.21
2.21% $75.85
2.77%
ANTM
-0.16%
-247
-0.00%
$471.56
2.34% $482.58
2.45%
ADI
-0.56%
-1,909
-0.01%
$198.56
3.17% $204.86
2.33%
HOLX
+7.84%
+72,657
+0.18%
$71.45
6.17% $75.86
2.48%
LEN
-19.28%
-94,807
-0.49%
$149.04
6.33% $158.47
2.05%
KMI
+5.28%
+235,997
+0.14%
$17.64
6.63% $18.81
2.88%
TTE
-19.59%
-304,017
-0.71%
$67.38
7.08% $72.15
2.92%
COF
-2.08%
-18,001
-0.08%
$131.12
8.93% $142.83
3.86%
PCAR
-5.25%
-34,739
-0.12%
$97.65
9.63% $107.05
2.12%
BBWI
+379.23%
+1,506,110
+2.25%
$43.16
10.33% $47.62
2.85%
ORCL
+29.68%
+167,529
+0.61%
$105.43
11.34% $117.39
2.68%
CAG
-100.00%
-1,522,008
-1.45%
$27.42
12.44% $30.83
0.00%
NXPI
-0.45%
-1,535
-0.01%
$229.68
13.29% $260.21
2.72%
BRK.B
+13.13%
+26,679
+0.33%
$356.66
13.94% $406.37
2.84%
AVTR
-100.00%
-3,989,327
-2.92%
$21.08
15.18% $24.28
0.00%
MRK
-0.22%
-1,570
-0.01%
$109.02
18.83% $129.55
2.65%
FIS
+23.22%
+289,199
+0.60%
$60.07
23.27% $74.05
3.20%
WFC
-1.95%
-44,904
-0.08%
$49.22
24.40% $61.23
3.86%
GM
+9.85%
+244,068
+0.30%
$35.92
25.42% $45.05
3.39%
AMAT
-2.48%
-9,662
-0.05%
$162.07
27.94% $207.36
2.14%
AYI
-2.97%
-10,635
-0.08%
$204.83
28.04% $262.27
2.47%
MU
-2.11%
-23,622
-0.07%
$85.34
39.82% $119.32
3.24%
OGN
+35.17%
+1,216,522
+0.61%
$14.42
41.26% $20.37
2.34%
TEVA
+12.61%
+998,522
+0.36%
$10.44
50.77% $15.74
3.23%
CEG
-11.54%
-61,220
-0.25%
$116.89
77.95% $208.00
1.90%
VST
-20.10%
-576,616
-0.77%
$38.52
131.57% $89.20
3.06%
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.