Harry Burn's Portfolio

Sound Shore Management 13F holdings

What is Harry Burn's portfolio?

Sound Shore Management has disclosed a total of 38 security holdings in their (2020 Q4) SEC 13F filing(s) with portfolio value of $3,361,881,000.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 31 Dec 2020, the top 5 holdings are (BAC) BANK OF AMERICA CORP (4.30%), (COF) CAPITAL ONE FINANCIAL CORP (3.99%), (MS) MORGAN STANLEY (3.88%), (ORCL) ORACLE CORP (3.75%) and (C) CITIGROUP INC COM NEW (3.70%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2020 Q4" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2020 Q4), please click on the "important" button.

Portfolio value: $3,361M+
Period: 2020 Q4
Number of stock: 38
Update: 08 Feb 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
Y
ALLEGHANY CORP
3.37%
169,062
$603.69
40.44% $847.79
$102,060,900
+3.28% (+5,373)
+0.11%
GOOGL
ALPHABET INC-CL A
1.82%
697,560
$87.63
88.01% $164.76
$61,129,000
-15.50% (-127,920)
-0.33%
ANTM
ANTHEM INC
2.12%
221,446
$321.09
50.29% $482.58
$71,104,000
buy
+2.12%
AMAT
APPLIED MATERIALS INC
2.07%
713,942
$86.30
102.64% $174.88
$61,613,700
-43.62% (-552,460)
-1.60%
APTV
APTIV PLC
2.25%
579,664
$130.29
58.26% $54.38
$75,524,000
-26.52% (-209,214)
-0.81%
BAC
BANK OF AMERICA CORP
4.30%
4,770,978
$30.31
55.06% $47.00
$144,608,000
+4.08% (+186,862)
+0.17%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
2.62%
379,941
$231.87
105.53% $476.57
$88,097,000
-13.38% (-58,691)
-0.40%
BX
BLACKSTONE INC
2.16%
977,006
$64.81
207.13% $199.05
$63,319,470
-28.40% (-387,502)
-0.86%
BKNG
BOOKING HOLDINGS INC
2.68%
40,464
$2,227.26
132.44% $5,177.15
$90,124,000
-14.77% (-7,013)
-0.46%
COG
CABOT OIL & GAS CORP
2.10%
3,700,221
$16.28
36.67% $22.25
$60,239,880
+9.57% (+323,300)
+0.18%
COF
CAPITAL ONE FINANCIAL CORP
3.99%
1,356,851
$98.85
89.24% $187.06
$134,125,000
-9.25% (-138,338)
-0.41%
CB
CHUBB LTD
2.10%
457,938
$153.92
85.30% $285.21
$70,486,000
-43.73% (-355,919)
-1.63%
CI
CIGNA CORP
3.68%
593,977
$208.18
57.77% $328.45
$123,654,000
-9.15% (-59,799)
-0.37%
C
CITIGROUP INC COM NEW
3.70%
2,014,785
$61.66
13.27% $69.84
$124,232,000
-9.24% (-205,099)
-0.38%
CMCSA
COMCAST CORP-CLASS A
3.24%
1,747,429
$52.40
17.04% $43.47
$91,565,040
-13.24% (-266,698)
-0.49%
CAG
CONAGRA BRANDS INC
2.21%
2,049,628
$36.26
24.38% $27.42
$74,320,000
buy
+2.21%
XRAY
DENTSPLY SIRONA INC
2.36%
1,517,005
$52.36
64.15% $18.77
$79,430,000
-11.48% (-196,795)
-0.31%
ETN
EATON CORP PLC
1.90%
533,033
$120.14
214.14% $377.41
$64,039,000
-36.62% (-308,018)
-1.10%
ELAN
ELANCO ANIMAL HEALTH INC
2.28%
2,061,658
$30.67
56.44% $13.36
$63,231,300
-15.91% (-390,118)
-0.43%
EOG
EOG RESOURCES INC
2.24%
1,509,715
$49.87
173.41% $136.35
$75,289,000
-12.34% (-212,443)
-0.32%
20 of 38

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ADI
ANALOG DEVICES INC
4,600
-0.02%
LRCX
LAM RESEARCH CORP
180,179
-1.78%
TMO
THERMO FISHER SCIENTIFIC INC
160,052
-2.10%
VZ
VERIZON COMMUNICATIONS INC
16,200
-0.03%

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.