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 | FI Fiserv, Inc. | Sell | -967,744-98.9% |
Q4 2021Dec 31, 2021 | CMCSA Comcast Corporation | Sell - Position Exit | -1,651,691-100.0% |
Q3 2021Sep 30, 2021 | PCAR PACCAR Inc. | Buy - Position Entry | +909,830 |
Q3 2021Sep 30, 2021 | WFC Wells Fargo & Company | Buy | +860,134+40.0% |
Q3 2021Sep 30, 2021 | BAC Bank of America Corporation | Buy | +716,820+30.8% |
Q3 2021Sep 30, 2021 | VST Vistra Corp. | Buy | +536,123+7.8% |
Q3 2021Sep 30, 2021 | VZ Verizon Communications Inc. | Buy | +445,173+34.8% |
Q3 2021Sep 30, 2021 | MRK Merck & Company, Inc. | Buy | +424,939+34.1% |
Q3 2021Sep 30, 2021 | OGN Organon & Co. | Buy | +414,824+16.9% |
Q3 2021Sep 30, 2021 | BKR Baker Hughes Company | Buy | +411,573+13.8% |
Q3 2021Sep 30, 2021 | VNT Vontier Corporation | Buy | +288,015+12.9% |
Q3 2021Sep 30, 2021 | LEN Lennar Corporation | Buy | +227,221+32.0% |
Q3 2021Sep 30, 2021 | CI The Cigna Group | Buy | +122,988+24.4% |
Q3 2021Sep 30, 2021 | CTRA Coterra Energy Inc. | Buy | +98,621+2.4% |
Q3 2021Sep 30, 2021 | ORCL Oracle Corporation | Buy | +90,536+7.6% |
Q3 2021Sep 30, 2021 | ELV Elevance Health, Inc. | Buy | +26,238+12.1% |
Q3 2021Sep 30, 2021 | G97822103 Perrigo | Buy | +4,538+0.2% |
Q3 2021Sep 30, 2021 | GOOGL Alphabet Inc. | Sell | -962-3.0% |
Q3 2021Sep 30, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -1,465-0.4% |
Q3 2021Sep 30, 2021 | WAB Westinghouse Air Brake Technolo | Sell | -3,764-0.4% |
Q3 2021Sep 30, 2021 | COF Capital One Financial Corporati | Sell | -3,805-0.6% |
Q3 2021Sep 30, 2021 | IP International Paper Company | Sell | -4,610-0.4% |
Q3 2021Sep 30, 2021 | MGA Magna International, Inc. | Sell | -4,624-0.4% |
Q3 2021Sep 30, 2021 | EOG EOG Resources, Inc. | Sell | -4,910-0.6% |
Q3 2021Sep 30, 2021 | ST Sensata Technologies | Sell | -6,965-0.4% |
Q3 2021Sep 30, 2021 | FI Fiserv, Inc. | Sell | -7,023-0.7% |
Q3 2021Sep 30, 2021 | CMCSA Comcast Corporation | Sell | -7,033-0.4% |
Q3 2021Sep 30, 2021 | HSIC Henry Schein, Inc. | Sell | -7,722-0.6% |
Q3 2021Sep 30, 2021 | XRAY DENTSPLY SIRONA Inc. | Sell | -8,191-0.5% |
Q3 2021Sep 30, 2021 | CAG ConAgra Brands, Inc. | Sell | -12,823-0.5% |