Harry Burn – Sound Shore Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Sound Shore Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 06, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Warner Bros. Discovery, Inc. - (WBD), Barrick Gold (B), Albertsons Companies, Inc. (ACI), Bank of America Corporation (BAC), International Paper Company (IP), and 4 more
Increases – The AES Corporation (AES), General Motors Company (GM), Coterra Energy Inc. (CTRA), Teva Pharmaceutical Industries (TEVA), Public Service Enterprise Group (PEG), and 9 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Sound Shore Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2022Jun 30, 2022 | N6596X109 NXP Semiconductors | Sell | -46,612-7.4% |
Q2 2022Jun 30, 2022 | WFC Wells Fargo & Company | Sell | -52,075-2.0% |
Q2 2022Jun 30, 2022 | COF Capital One Financial Corporati | Sell | -55,609-7.4% |
Q2 2022Jun 30, 2022 | HOLX Hologic, Inc. | Sell | -78,305-7.6% |
Q2 2022Jun 30, 2022 | MS Morgan Stanley | Sell | -94,801-7.5% |
Q2 2022Jun 30, 2022 | PCAR PACCAR Inc. | Sell | -94,982-7.6% |
Q2 2022Jun 30, 2022 | CAG ConAgra Brands, Inc. | Sell | -95,237-4.4% |
Q2 2022Jun 30, 2022 | IP International Paper Company | Sell | -110,859-7.1% |
Q2 2022Jun 30, 2022 | GM General Motors Company | Sell | -174,983-8.6% |
Q2 2022Jun 30, 2022 | ELAN Elanco Animal Health Incorporat | Sell | -257,318-6.0% |
Q2 2022Jun 30, 2022 | CI The Cigna Group | Sell - Position Exit | -307,434-100.0% |
Q2 2022Jun 30, 2022 | ORCL Oracle Corporation | Sell | -319,051-18.9% |
Q2 2022Jun 30, 2022 | VNT Vontier Corporation | Sell | -336,413-9.1% |
Q2 2022Jun 30, 2022 | VST Vistra Corp. | Sell | -585,045-9.7% |
Q2 2022Jun 30, 2022 | OGN Organon & Co. | Sell | -629,012-19.8% |
Q2 2022Jun 30, 2022 | MRK Merck & Company, Inc. | Sell | -648,082-49.4% |
Q2 2022Jun 30, 2022 | BAC Bank of America Corporation | Sell | -730,451-31.2% |
Q2 2022Jun 30, 2022 | PFE Pfizer, Inc. | Sell | -757,555-38.6% |
Q2 2022Jun 30, 2022 | G97822103 Perrigo | Sell | -859,173-23.2% |
Q2 2022Jun 30, 2022 | CTRA Coterra Energy Inc. | Sell | -941,214-29.8% |
Q2 2022Jun 30, 2022 | FLEX Flex | Sell | -1,879,131-21.6% |
Q2 2022Jun 30, 2022 | XRAY DENTSPLY SIRONA Inc. | Sell - Position Exit | -1,989,565-100.0% |
Q1 2022Mar 31, 2022 | TPX Tempur Sealy International, Inc | Buy - Position Entry | +2,735,145 |
Q1 2022Mar 31, 2022 | GM General Motors Company | Buy - Position Entry | +2,044,527 |
Q1 2022Mar 31, 2022 | VSCO Victorias Secret & Co. | Buy - Position Entry | +1,752,152 |
Q1 2022Mar 31, 2022 | PVH PVH Corp. | Buy - Position Entry | +1,445,954 |
Q1 2022Mar 31, 2022 | ELAN Elanco Animal Health Incorporat | Buy | +1,369,914+46.5% |
Q1 2022Mar 31, 2022 | HOLX Hologic, Inc. | Buy - Position Entry | +1,036,464 |
Q1 2022Mar 31, 2022 | LEN Lennar Corporation | Buy | +722,560+111.9% |
Q1 2022Mar 31, 2022 | VNT Vontier Corporation | Buy | +624,595+20.3% |