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 |
|---|---|---|---|
Q3 2021Sep 30, 2021 | N6596X109 NXP Semiconductors | Sell | -15,528-2.7% |
Q3 2021Sep 30, 2021 | FLEX Flex | Sell | -39,559-0.5% |
Q3 2021Sep 30, 2021 | ELAN Elanco Animal Health Incorporat | Sell | -73,789-3.2% |
Q3 2021Sep 30, 2021 | MS Morgan Stanley | Sell | -127,582-10.3% |
Q3 2021Sep 30, 2021 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -168,049-100.0% |
Q3 2021Sep 30, 2021 | CB Chubb Limited | Sell - Position Exit | -465,276-100.0% |
Q3 2021Sep 30, 2021 | ETN Eaton | Sell - Position Exit | -476,461-100.0% |
Q3 2021Sep 30, 2021 | PFE Pfizer, Inc. | Sell | -706,577-27.2% |
Q3 2021Sep 30, 2021 | BX Blackstone Inc. | Sell - Position Exit | -721,553-100.0% |
Q2 2021Jun 30, 2021 | BKR Baker Hughes Company | Buy - Position Entry | +2,989,507 |
Q2 2021Jun 30, 2021 | OGN Organon & Co. | Buy - Position Entry | +2,452,287 |
Q2 2021Jun 30, 2021 | WFC Wells Fargo & Company | Buy - Position Entry | +2,152,119 |
Q2 2021Jun 30, 2021 | FLEX Flex | Buy | +1,635,710+24.2% |
Q2 2021Jun 30, 2021 | G97822103 Perrigo | Buy | +596,150+25.1% |
Q2 2021Jun 30, 2021 | PFE Pfizer, Inc. | Buy | +417,045+19.1% |
Q2 2021Jun 30, 2021 | VST Vistra Corp. | Buy | +392,627+6.0% |
Q2 2021Jun 30, 2021 | XRAY DENTSPLY SIRONA Inc. | Buy | +273,708+19.9% |
Q2 2021Jun 30, 2021 | CAG ConAgra Brands, Inc. | Buy | +242,755+10.0% |
Q2 2021Jun 30, 2021 | N6596X109 NXP Semiconductors | Buy | +179,314+46.3% |
Q2 2021Jun 30, 2021 | FI Fiserv, Inc. | Buy | +80,244+8.9% |
Q2 2021Jun 30, 2021 | GOOGL Alphabet Inc. | Sell | -228-0.7% |
Q2 2021Jun 30, 2021 | UNH UnitedHealth Group Incorporated | Sell | -1,283-0.8% |
Q2 2021Jun 30, 2021 | CB Chubb Limited | Sell | -3,538-0.8% |
Q2 2021Jun 30, 2021 | ELV Elevance Health, Inc. | Sell | -6,095-2.7% |
Q2 2021Jun 30, 2021 | VNT Vontier Corporation | Sell | -7,154-0.3% |
Q2 2021Jun 30, 2021 | CMCSA Comcast Corporation | Sell | -7,304-0.4% |
Q2 2021Jun 30, 2021 | VZ Verizon Communications Inc. | Sell | -9,028-0.7% |
Q2 2021Jun 30, 2021 | MRK Merck & Company, Inc. | Sell | -11,734-0.9% |
Q2 2021Jun 30, 2021 | ST Sensata Technologies | Sell | -15,866-1.0% |
Q2 2021Jun 30, 2021 | ETN Eaton | Sell | -16,123-3.3% |