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 (2023 Q1) SEC 13F filing(s) with portfolio value of $2,657,621,558.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 31 Mar 2023, the top 5 holdings are (FLEX) FLEX LTD (4.31%), (ORCL) ORACLE CORP (4.24%), (VST) VISTRA CORP (4.07%), (PFE) PFIZER INC (3.75%) and (NXPI) NXP SEMICONDUCTORS NV (3.74%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2023 Q1" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2023 Q1), please click on the "important" button.

Portfolio value: $2,657M+

Period: 2023 Q1

Number of stock: 35

Update: 05 May 2023

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

AMAT

APPLIED MATERIALS INC

2.63%

568,971

$122.83

72.66% $212.08

$69,886,708

-4.36% (-25,966)

-0.12%

AVTR

AVANTOR INC

3.09%

3,890,403

$21.14

18.21% $24.99

$82,243,120

buy

+3.09%

BKR

BAKER HUGHES CO

2.38%

2,190,302

$28.86

15.94% $33.46

$63,212,116

-6.25% (-145,994)

-0.16%

BRK.B

BERKSHIRE HATHAWAY INC CL-B

3.52%

303,359

$308.77

35.03% $416.94

$93,668,159

-4.35% (-13,811)

-0.16%

BOEING CO/THE

2.65%

331,675

$212.43

12.94% $184.95

$70,457,720

+3.81% (+12,171)

+0.10%

COF

CAPITAL ONE FINANCIAL CORP

3.19%

881,619

$96.16

47.47% $141.81

$84,776,483

-10.75% (-106,195)

-0.38%

CAH

CARDINAL HEALTH INC

2.90%

1,020,501

$75.50

31.23% $99.08

$77,047,826

+40.06% (+291,884)

+0.83%

CNC

CENTENE CORP

2.04%

856,468

$63.21

23.49% $78.06

$54,137,343

buy

+2.04%

CSCO

CISCO SYSTEMS INC

2.08%

1,057,542

$52.28

7.85% $48.17

$55,283,008

buy

+2.08%

CLF

CLEVELAND-CLIFFS INC

2.64%

3,834,810

$18.33

4.47% $17.51

$70,292,068

-2.10% (-82,241)

-0.06%

CAG

CONAGRA BRANDS INC

2.31%

1,636,384

$37.56

18.18% $30.73

$61,462,583

-15.79% (-306,933)

-0.43%

CEG

CONSTELLATION ENERGY

2.73%

923,818

$78.50

171.48% $213.11

$72,519,713

buy

+2.73%

FDX

FEDEX CORP

2.41%

279,968

$228.49

12.59% $257.25

$63,969,888

-15.28% (-50,501)

-0.43%

FLEX

FLEX LTD

4.31%

4,973,423

$23.01

27.34% $29.30

$114,438,463

-10.62% (-590,913)

-0.51%

GEHCV

GE HEALTHCARE INC-W/I

3.10%

1,005,085

$82.03

31.73% $56.00

$82,447,123

buy

+3.10%

GENERAL MOTORS CO

2.87%

2,080,711

$36.68

24.75% $45.76

$76,320,479

-17.13% (-430,205)

-0.59%

HOLX

HOLOGIC INC

2.02%

664,673

$80.70

7.04% $75.02

$53,639,111

-26.38% (-238,190)

-0.72%

HII

HUNTINGTON INGALLS INDUSTRIE

2.67%

342,569

$207.02

23.47% $255.60

$70,918,634

+0.26% (+878)

+0.01%

KMI

KINDER MORGAN INC

2.69%

4,075,742

$17.51

12.51% $19.70

$71,366,243

+5.93% (+228,302)

+0.15%

KHC

KRAFT HEINZ CO/THE

2.05%

1,410,919

$38.67

6.90% $36.00

$54,560,238

buy

+2.05%

20 of 35

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Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

843,992

-2.80%

BAC

BANK OF AMERICA CORP

1,858,364

-2.32%

FRC

FIRST REPUBLIC BANK/CA

787,896

-3.61%

MORGAN STANLEY

619,501

-1.98%

SIVB

SVB FINANCIAL GROUP

346,243

-3.00%

TPX

TEMPUR SEALY INTERNATIONAL I

2,107,039

-2.72%

VNT

VONTIER CORP

30,988

-0.02%

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.