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 |
|---|---|---|---|
Q4 2021Dec 31, 2021 | ELAN Elanco Animal Health Incorporat | Buy | +707,593+31.6% |
Q4 2021Dec 31, 2021 | CAG ConAgra Brands, Inc. | Buy | +585,711+21.9% |
Q4 2021Dec 31, 2021 | VNT Vontier Corporation | Buy | +558,841+22.2% |
Q4 2021Dec 31, 2021 | G97822103 Perrigo | Buy | +478,474+16.1% |
Q4 2021Dec 31, 2021 | PFE Pfizer, Inc. | Buy | +420,184+22.2% |
Q4 2021Dec 31, 2021 | PCAR PACCAR Inc. | Buy | +406,187+44.6% |
Q4 2021Dec 31, 2021 | IP International Paper Company | Buy | +405,340+34.5% |
Q4 2021Dec 31, 2021 | MGA Magna International, Inc. | Buy | +252,299+22.7% |
Q4 2021Dec 31, 2021 | FLEX Flex | Buy | +245,585+2.9% |
Q4 2021Dec 31, 2021 | XRAY DENTSPLY SIRONA Inc. | Buy | +219,695+13.4% |
Q4 2021Dec 31, 2021 | ST Sensata Technologies | Buy | +90,263+5.6% |
Q4 2021Dec 31, 2021 | CI The Cigna Group | Buy | +27,519+4.4% |
Q4 2021Dec 31, 2021 | EOG EOG Resources, Inc. | Sell | -3,092-0.4% |
Q4 2021Dec 31, 2021 | HSIC Henry Schein, Inc. | Sell | -3,569-0.3% |
Q4 2021Dec 31, 2021 | GOOGL Alphabet Inc. | Sell | -5,482-17.5% |
Q4 2021Dec 31, 2021 | MS Morgan Stanley | Sell | -6,457-0.6% |
Q4 2021Dec 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -10,602-3.3% |
Q4 2021Dec 31, 2021 | N6596X109 NXP Semiconductors | Sell | -11,845-2.2% |
Q4 2021Dec 31, 2021 | BKR Baker Hughes Company | Sell | -15,388-0.5% |
Q4 2021Dec 31, 2021 | COF Capital One Financial Corporati | Sell | -20,623-3.0% |
Q4 2021Dec 31, 2021 | ELV Elevance Health, Inc. | Sell | -23,876-9.9% |
Q4 2021Dec 31, 2021 | MRK Merck & Company, Inc. | Sell | -38,280-2.3% |
Q4 2021Dec 31, 2021 | ORCL Oracle Corporation | Sell | -43,712-3.4% |
Q4 2021Dec 31, 2021 | WFC Wells Fargo & Company | Sell | -57,782-1.9% |
Q4 2021Dec 31, 2021 | WAB Westinghouse Air Brake Technolo | Sell | -118,711-13.3% |
Q4 2021Dec 31, 2021 | CTRA Coterra Energy Inc. | Sell | -127,429-3.1% |
Q4 2021Dec 31, 2021 | VZ Verizon Communications Inc. | Sell | -287,361-16.6% |
Q4 2021Dec 31, 2021 | LEN Lennar Corporation | Sell | -290,796-31.1% |
Q4 2021Dec 31, 2021 | VST Vistra Corp. | Sell | -308,449-4.2% |
Q4 2021Dec 31, 2021 | BAC Bank of America Corporation | Sell | -642,543-21.1% |