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 (2024 Q1) SEC 13F filing(s) with portfolio value of $3,197,125,528.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 31 Mar 2024, the top 5 holdings are (PVH) PVH CORP (4.18%), (WFC) WELLS FARGO & CO (3.88%), (FLEX) FLEX LTD (3.84%), (GM) GENERAL MOTORS CO (3.76%) and (COF) CAPITAL ONE FINANCIAL CORP (3.75%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $3,197M+
Period: 2024 Q1
Number of stock: 38
Update: 10 May 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ANTM
ANTHEM INC
2.51%
154,643
$518.54
6.93% $482.58
$80,188,581
+3.14% (+4,713)
+0.08%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
2.78%
211,085
$420.52
2.01% $412.05
$88,765,464
-8.15% (-18,735)
-0.25%
HII
HUNTINGTON INGALLS INDUSTRIE
2.09%
229,309
$291.47
13.53% $252.03
$66,836,695
-35.05% (-123,755)
-1.13%
FDX
FEDEX CORP
2.46%
271,042
$289.74
8.29% $265.73
$78,531,709
-0.94% (-2,562)
-0.02%
WLTW
WILLIS TOWERS WATSON PLC
2.55%
296,452
$275.00
15.80% $231.56
$81,524,300
-2.30% (-6,967)
-0.06%
AYI
ACUITY BRANDS INC
1.56%
186,126
$268.73
1.49% $264.73
$50,017,640
-46.45% (-161,418)
-1.36%
NXPI
NXP SEMICONDUCTORS NV
2.50%
322,341
$247.77
5.63% $261.73
$79,866,430
-5.59% (-19,086)
-0.15%
CEG
CONSTELLATION ENERGY
2.08%
360,012
$184.85
16.27% $214.93
$66,548,218
-23.30% (-109,362)
-0.63%
LEN
LENNAR CORP-A
2.21%
411,279
$171.98
5.26% $162.93
$70,731,762
+3.60% (+14,300)
+0.08%
CHKP
CHECK POINT SOFTWARE TECH
2.44%
475,811
$164.01
7.58% $151.57
$78,037,762
buy
+2.44%
CVX
CHEVRON CORP
0.35%
71,840
$157.74
5.12% $165.82
$11,332,042
buy
+0.35%
COF
CAPITAL ONE FINANCIAL CORP
3.75%
805,591
$148.89
4.25% $142.56
$119,944,444
-5.06% (-42,904)
-0.20%
PVH
PVH CORP
4.18%
949,566
$140.61
18.92% $114.01
$133,518,475
-5.19% (-51,997)
-0.23%
MRK
MERCK & CO INC
2.86%
693,292
$131.95
1.43% $130.06
$91,479,880
-1.20% (-8,431)
-0.03%
ORCL
ORACLE CORP
2.73%
695,817
$125.61
7.12% $116.67
$87,401,574
-4.95% (-36,227)
-0.14%
PCAR
PACCAR INC
2.11%
545,036
$123.89
11.87% $109.18
$67,524,510
-13.13% (-82,346)
-0.32%
CAH
CARDINAL HEALTH INC
1.88%
536,567
$111.90
11.05% $99.53
$60,041,848
-5.49% (-31,153)
-0.11%
GEHCV
GE HEALTHCARE INC-W/I
2.09%
735,751
$90.91
38.40% $56.00
$66,887,123
-27.44% (-278,207)
-0.79%
CF
CF INDUSTRIES HOLDINGS INC
2.04%
785,065
$83.21
11.13% $73.95
$65,325,259
buy
+2.04%
CNC
CENTENE CORP
2.88%
1,174,849
$78.48
0.88% $77.79
$92,202,149
+8.99% (+96,944)
+0.24%
20 of 38

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
AMAT
APPLIED MATERIALS INC
380,535
-1.93%
ADI
ANALOG DEVICES INC
338,823
-2.10%
MU
MICRON TECHNOLOGY INC
1,096,241
-2.93%
BA
BOEING CO/THE
371,498
-3.03%

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.