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 (2021 Q1) SEC 13F filing(s) with portfolio value of $3,424,082,000.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 31 Mar 2021, the top 5 holdings are (CI) CIGNA CORP (3.83%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (3.81%), (BAC) BANK OF AMERICA CORP (3.77%), (ORCL) ORACLE CORP (3.72%) and (FLEX) FLEX LTD (3.62%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2021 Q1" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2021 Q1), please click on the "important" button.

Portfolio value: $3,424M+
Period: 2021 Q1
Number of stock: 38
Update: 07 May 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
HSIC
HENRY SCHEIN INC
2.74%
793,347
$69.24
8.43% $75.08
$54,931,500
+21.58% (+140,827)
+0.49%
IP
INTERNATIONAL PAPER CO
2.47%
1,565,194
$54.07
9.71% $59.32
$84,630,000
-10.07% (-175,269)
-0.28%
LEN
LENNAR CORP-A
2.28%
771,547
$101.23
67.11% $169.17
$78,104,000
-23.81% (-241,060)
-0.71%
MGA
MAGNA INTERNATIONAL INC
2.93%
701,524
$88.04
48.80% $45.08
$61,761,990
-17.79% (-151,845)
-0.63%
MRK
MERCK & CO INC
2.83%
1,258,593
$77.09
28.65% $99.18
$97,025,000
-6.68% (-90,153)
-0.20%
MS
MORGAN STANLEY
2.95%
1,301,417
$77.66
73.44% $134.69
$101,068,000
-31.56% (-599,990)
-1.36%
NXPI
NXP SEMICONDUCTORS NV
2.28%
386,897
$201.34
12.44% $226.38
$77,898,000
-10.79% (-46,790)
-0.28%
ORCL
ORACLE CORP
3.72%
1,090,122
$70.17
174.03% $192.29
$76,494,000
-6.72% (-78,509)
-0.27%
PRGO
PERRIGO CO PLC
2.81%
1,284,994
$40.47
30.64% $28.07
$52,003,620
+8.35% (+99,041)
+0.22%
PFE
PFIZER INC
2.31%
2,182,333
$36.23
29.20% $25.65
$79,066,000
-2.88% (-64,682)
-0.07%
ST
SENSATA TECHNOLOGIES HOLDING
2.77%
1,635,036
$57.95
44.97% $31.89
$94,750,000
-12.10% (-225,161)
-0.38%
SIVB
SVB FINANCIAL GROUP
1.83%
127,227
$493.66
78.52% $106.04
$62,807,000
-30.92% (-56,935)
-0.82%
UNH
UNITEDHEALTH GROUP INC
1.84%
169,332
$372.07
58.81% $590.87
$63,003,000
-6.38% (-11,542)
-0.13%
VZ
VERIZON COMMUNICATIONS INC
2.19%
1,289,975
$58.15
25.80% $43.15
$75,012,000
buy
+2.19%
VST
VISTRA CORP
3.35%
3,703,385
$17.68
815.84% $161.92
$65,475,900
buy
+3.35%
VNT
VONTIER CORP
1.97%
2,232,694
$30.27
28.31% $38.84
$67,584,000
buy
+1.97%
WAB
WABTEC CORP
2.17%
940,744
$79.16
151.58% $199.15
$74,469,000
-6.78% (-68,393)
-0.16%
WHR
WHIRLPOOL CORP
2.13%
183,519
$220.35
48.94% $112.52
$40,438,409
+4.70% (+8,236)
+0.10%
18 of 38

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
AMAT
APPLIED MATERIALS INC
713,942
-2.03%
APTV
APTIV PLC
579,664
-2.21%
WMT
WALMART INC
1,283,553
-1.80%

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.