Harry Burn's Portfolio

Sound Shore Management 13F holdings

What is Harry Burn's portfolio?

Sound Shore Management has disclosed a total of 39 security holdings in their (2021 Q2) SEC 13F filing(s) with portfolio value of $3,594,942,000.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 30 Jun 2021, the top 5 holdings are (FLEX) FLEX LTD (4.18%), (PRGO) PERRIGO CO PLC (3.80%), (VST) VISTRA CORP (3.56%), (Y) ALLEGHANY CORP (3.38%) and (CI) CIGNA CORP (3.33%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2021 Q2" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2021 Q2), please click on the "important" button.

Portfolio value: $3,594M+
Period: 2021 Q2
Number of stock: 39
Update: 05 Aug 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
IP
INTERNATIONAL PAPER CO
2.01%
1,179,958
$61.31
3.25% $59.32
$72,343,000
-24.61% (-385,236)
-0.66%
LEN
LENNAR CORP-A
1.96%
663,105
$99.35
70.28% $169.17
$65,879,165
-8.08% (-58,290)
-0.17%
MGA
MAGNA INTERNATIONAL INC
2.88%
1,118,149
$92.64
51.34% $45.08
$103,585,000
-1.98% (-22,542)
-0.06%
MRK
MERCK & CO INC
2.70%
1,246,859
$77.77
27.53% $99.18
$96,968,000
-0.93% (-11,734)
-0.03%
MS
MORGAN STANLEY
3.17%
1,141,633
$91.69
46.90% $134.69
$104,676,680
-4.65% (-55,670)
-0.15%
NXPI
NXP SEMICONDUCTORS NV
3.24%
566,211
$205.72
10.04% $226.38
$116,481,000
+46.35% (+179,314)
+1.03%
ORCL
ORACLE CORP
2.56%
1,184,087
$77.84
147.03% $192.29
$92,169,000
-34.83% (-632,783)
-1.37%
OGN
ORGANON & CO
2.06%
2,452,287
$30.26
49.50% $15.28
$74,206,000
buy
+2.06%
PRGO
PERRIGO CO PLC
3.80%
2,514,525
$45.85
38.78% $28.07
$115,290,955
+25.05% (+503,746)
+0.76%
PFE
PFIZER INC
2.83%
2,352,437
$39.16
34.50% $25.65
$92,121,760
+19.11% (+377,425)
+0.45%
RNR
RENAISSANCERE HOLDINGS LTD
2.54%
613,812
$148.82
82.70% $271.90
$91,348,000
buy
+2.54%
ST
SENSATA TECHNOLOGIES HOLDING
2.61%
1,619,170
$57.97
44.99% $31.89
$93,863,000
-0.97% (-15,866)
-0.03%
SIVB
SVB FINANCIAL GROUP
1.96%
126,445
$556.43
80.94% $106.04
$70,358,000
-0.61% (-782)
-0.01%
UNH
UNITEDHEALTH GROUP INC
1.87%
149,563
$400.44
47.55% $590.87
$59,891,660
-0.76% (-1,141)
-0.01%
VZ
VERIZON COMMUNICATIONS INC
2.00%
1,280,947
$56.03
22.99% $43.15
$71,771,000
-0.70% (-9,028)
-0.01%
VST
VISTRA CORP
3.56%
6,889,795
$18.55
772.88% $161.92
$127,806,000
+6.04% (+392,627)
+0.20%
VNT
VONTIER CORP
2.02%
1,947,347
$32.58
19.21% $38.84
$63,444,500
-0.32% (-6,259)
-0.01%
WAB
WABTEC CORP
2.06%
899,506
$82.30
141.98% $199.15
$74,029,000
-4.38% (-41,238)
-0.09%
WFC
WELLS FARGO & CO
2.71%
2,152,119
$45.29
67.72% $75.96
$97,469,000
buy
+2.71%
19 of 39

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
BKNG
BOOKING HOLDINGS INC
29,552
-1.92%
C
CITIGROUP INC COM NEW
647,417
-1.99%
WHR
WHIRLPOOL CORP
183,519
-2.03%

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.