Harry Burn's Portfolio

Sound Shore Management 13F holdings

What is Harry Burn's portfolio?

Sound Shore Management has disclosed a total of 35 security holdings in their (2021 Q4) SEC 13F filing(s) with portfolio value of $3,602,804,000.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 31 Dec 2021, the top 5 holdings are (VST) VISTRA CORP (4.50%), (FLEX) FLEX LTD (4.38%), (CI) CIGNA CORP (4.18%), (WFC) WELLS FARGO & CO (3.93%) and (PFE) PFIZER INC (3.79%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2021 Q4" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2021 Q4), please click on the "important" button.

Portfolio value: $3,602M+
Period: 2021 Q4
Number of stock: 35
Update: 04 Feb 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
Y
ALLEGHANY CORP
3.63%
196,048
$667.59
26.99% $847.79
$130,880,000
+8.13% (+14,748)
+0.27%
GOOGL
ALPHABET INC-CL A
2.07%
516,000
$144.85
15.46% $167.24
$74,744,000
-17.52% (-109,640)
-0.44%
ANTM
ANTHEM INC
2.81%
138,717
$463.54
4.11% $482.58
$64,301,370
-9.85% (-15,161)
-0.31%
BKR
BAKER HUGHES CO
2.26%
3,385,692
$24.06
32.67% $31.92
$81,460,000
-0.45% (-15,388)
-0.01%
BAC
BANK OF AMERICA CORP
2.97%
2,403,431
$44.49
16.27% $37.25
$106,929,000
-21.09% (-642,543)
-0.79%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
2.61%
194,958
$299.00
34.07% $400.87
$58,292,400
-3.26% (-6,573)
-0.09%
COG
CABOT OIL & GAS CORP
2.11%
4,004,221
$19.00
17.11% $22.25
$76,080,000
-3.08% (-127,429)
-0.07%
COF
CAPITAL ONE FINANCIAL CORP
2.65%
398,366
$145.09
1.85% $142.41
$57,799,280
-3.04% (-12,476)
-0.08%
CI
CIGNA CORP
4.18%
655,051
$229.63
48.72% $341.50
$150,419,000
+4.39% (+27,519)
+0.18%
CAG
CONAGRA BRANDS INC
3.09%
3,255,317
$34.15
10.42% $30.59
$111,169,000
+21.94% (+585,711)
+0.56%
XRAY
DENTSPLY SIRONA INC
2.88%
1,857,985
$55.79
49.29% $28.29
$103,657,000
+13.41% (+219,695)
+0.34%
ELAN
ELANCO ANIMAL HEALTH INC
2.32%
2,943,890
$28.38
52.33% $13.53
$83,548,000
+31.64% (+707,593)
+0.56%
EOG
EOG RESOURCES INC
2.13%
510,175
$88.83
46.37% $130.02
$45,319,080
-0.36% (-1,824)
-0.01%
FISV
FISERV INC
0.03%
10,755
$103.77
10.08% $114.23
$1,116,000
-98.90% (-967,744)
-2.79%
FLEX
FLEX LTD
4.38%
8,608,400
$18.33
52.21% $27.90
$157,792,000
+2.94% (+245,585)
+0.12%
HSIC
HENRY SCHEIN INC
2.80%
1,301,783
$77.53
12.58% $67.78
$100,927,000
-0.27% (-3,569)
-0.01%
IP
INTERNATIONAL PAPER CO
2.06%
908,895
$46.98
22.78% $36.28
$42,700,075
+34.49% (+233,070)
+0.53%
LEN
LENNAR CORP-A
2.08%
645,629
$116.16
36.11% $158.10
$74,996,000
-31.05% (-290,796)
-0.94%
MGA
MAGNA INTERNATIONAL INC
3.07%
1,365,824
$80.94
42.30% $46.70
$110,550,000
+22.66% (+252,299)
+0.57%
MRK
MERCK & CO INC
3.47%
914,770
$76.64
66.38% $127.51
$70,108,080
-2.29% (-21,436)
-0.08%
20 of 35

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
CMCSA
COMCAST CORP-CLASS A
1,651,691
-2.56%

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.