Harry Burn's Portfolio

Sound Shore Management 13F holdings

What is Harry Burn's portfolio?

Sound Shore Management has disclosed a total of 37 security holdings in their (2023 Q2) SEC 13F filing(s) with portfolio value of $2,713,286,305.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 30 Jun 2023, the top 5 holdings are (FLEX) FLEX LTD (4.74%), (VST) VISTRA CORP (4.25%), (NXPI) NXP SEMICONDUCTORS NV (3.88%), (WFC) WELLS FARGO & CO (3.64%) and (COF) CAPITAL ONE FINANCIAL CORP (3.51%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2023 Q2" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2023 Q2), please click on the "important" button.

Portfolio value: $2,713M+
Period: 2023 Q2
Number of stock: 37
Update: 09 Aug 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
HII
HUNTINGTON INGALLS INDUSTRIE
3.07%
340,798
$227.60
14.19% $195.30
$77,565,738
+6.97% (+22,209)
+0.20%
KMI
KINDER MORGAN INC
2.55%
4,024,050
$17.22
65.74% $28.54
$69,294,141
-1.27% (-51,692)
-0.03%
KHC
KRAFT HEINZ CO/THE
1.95%
1,486,801
$35.50
12.42% $31.09
$52,781,436
+5.38% (+75,882)
+0.10%
LEN
LENNAR CORP-A
2.07%
409,267
$125.31
34.12% $168.07
$51,285,323
-46.81% (-360,184)
-1.82%
MRK
MERCK & CO INC
3.19%
750,745
$115.39
13.46% $99.86
$86,628,466
+12.17% (+81,465)
+0.35%
MU
MICRON TECHNOLOGY INC
1.91%
821,160
$63.11
62.83% $102.76
$51,823,407
-4.25% (-36,477)
-0.08%
NXPI
NXP SEMICONDUCTORS NV
3.88%
514,761
$204.68
9.72% $224.57
$105,361,281
-3.32% (-17,691)
-0.13%
ORCL
ORACLE CORP
2.49%
510,501
$119.09
61.58% $192.43
$60,795,635
-53.19% (-580,117)
-2.83%
OGN
ORGANON & CO
2.90%
3,779,255
$20.81
28.45% $14.89
$78,646,297
+13.35% (+444,972)
+0.34%
PCAR
PACCAR INC
2.29%
658,425
$83.65
36.34% $114.05
$55,077,321
-3.64% (-24,882)
-0.09%
PFE
PFIZER INC
2.42%
1,792,547
$36.68
31.49% $25.13
$65,750,624
-26.54% (-647,521)
-0.88%
PVH
PVH CORP
3.28%
1,046,570
$84.97
17.05% $99.46
$88,927,053
-2.67% (-28,725)
-0.09%
RHI
ROBERT HALF INTL INC
1.98%
715,537
$75.22
2.02% $73.70
$53,822,693
-1.19% (-8,614)
-0.02%
RHHBY
ROCHE HOLDINGS LTD-SPONS ADR
2.02%
1,250,723
$38.20
7.62% $35.29
$47,777,630
buy
+2.02%
TTE
TOTALENERGIES SE -SPON ADR
2.53%
1,191,770
$57.64
4.15% $60.03
$68,693,623
-3.05% (-37,533)
-0.08%
VST
VISTRA CORP
4.25%
4,397,231
$26.25
534.70% $166.61
$115,427,314
-2.51% (-113,231)
-0.11%
WFC
WELLS FARGO & CO
3.64%
1,977,700
$42.68
75.33% $74.83
$84,408,257
-2.78% (-56,495)
-0.10%
17 of 37

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
LRCX
LAM RESEARCH CORP
123,375
-2.41%
VSCO
VICTORIA'S SECRET & CO
1,658,967
-2.50%

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.