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 2021Jun 30, 2021 | ELAN Elanco Animal Health Incorporat | Sell | -18,576-0.8% |
Q2 2021Jun 30, 2021 | MGA Magna International, Inc. | Sell | -22,542-2.0% |
Q2 2021Jun 30, 2021 | CTRA Coterra Energy Inc. | Sell | -27,029-0.7% |
Q2 2021Jun 30, 2021 | BKNG Booking Holdings Inc. Common St | Sell - Position Exit | -29,552-100.0% |
Q2 2021Jun 30, 2021 | CI The Cigna Group | Sell | -37,850-7.0% |
Q2 2021Jun 30, 2021 | WAB Westinghouse Air Brake Technolo | Sell | -41,238-4.4% |
Q2 2021Jun 30, 2021 | HSIC Henry Schein, Inc. | Sell | -43,076-3.2% |
Q2 2021Jun 30, 2021 | MS Morgan Stanley | Sell | -60,511-4.6% |
Q2 2021Jun 30, 2021 | LEN Lennar Corporation | Sell | -62,343-8.1% |
Q2 2021Jun 30, 2021 | BRK-B Berkshire Hathaway Inc. New | Sell | -184,274-36.1% |
Q2 2021Jun 30, 2021 | COF Capital One Financial Corporati | Sell | -219,881-24.4% |
Q2 2021Jun 30, 2021 | BX Blackstone Inc. | Sell | -283,359-28.2% |
Q2 2021Jun 30, 2021 | WHR Whirlpool Corporation | Sell - Position Exit | -330,665-100.0% |
Q2 2021Jun 30, 2021 | IP International Paper Company | Sell | -385,236-24.6% |
Q2 2021Jun 30, 2021 | EOG EOG Resources, Inc. | Sell | -404,306-31.7% |
Q2 2021Jun 30, 2021 | ORCL Oracle Corporation | Sell | -632,783-34.8% |
Q2 2021Jun 30, 2021 | C Citigroup, Inc. | Sell - Position Exit | -980,935-100.0% |
Q2 2021Jun 30, 2021 | BAC Bank of America Corporation | Sell | -1,004,231-30.1% |
Q1 2021Mar 31, 2021 | VST Vistra Corp. | Buy - Position Entry | +6,497,168 |
Q1 2021Mar 31, 2021 | VNT Vontier Corporation | Buy - Position Entry | +2,232,694 |
Q1 2021Mar 31, 2021 | VZ Verizon Communications Inc. | Buy - Position Entry | +1,289,975 |
Q1 2021Mar 31, 2021 | FLEX Flex | Buy | +523,599+8.4% |
Q1 2021Mar 31, 2021 | CAG ConAgra Brands, Inc. | Buy | +390,046+19.0% |
Q1 2021Mar 31, 2021 | HSIC Henry Schein, Inc. | Buy | +240,730+21.6% |
Q1 2021Mar 31, 2021 | G97822103 Perrigo | Buy | +183,411+8.4% |
Q1 2021Mar 31, 2021 | FI Fiserv, Inc. | Buy | +176,377+24.2% |
Q1 2021Mar 31, 2021 | BRK-B Berkshire Hathaway Inc. New | Buy | +130,849+34.4% |
Q1 2021Mar 31, 2021 | WHR Whirlpool Corporation | Buy | +14,840+4.7% |
Q1 2021Mar 31, 2021 | CB Chubb Limited | Buy | +10,876+2.4% |
Q1 2021Mar 31, 2021 | ELV Elevance Health, Inc. | Buy | +740+0.3% |