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 2020Dec 31, 2020 | BAC Bank of America Corporation | Buy | +186,862+4.1% |
Q4 2020Dec 31, 2020 | FLEX Flex | Buy | +127,920+2.1% |
Q4 2020Dec 31, 2020 | LEN Lennar Corporation | Buy | +90,195+9.8% |
Q4 2020Dec 31, 2020 | FI Fiserv, Inc. | Buy | +36,079+5.2% |
Q4 2020Dec 31, 2020 | HSIC Henry Schein, Inc. | Buy | +17,040+1.6% |
Q4 2020Dec 31, 2020 | G97822103 Perrigo | Buy | +6,399+0.3% |
Q4 2020Dec 31, 2020 | IP International Paper Company | Sell | -1,134-0.1% |
Q4 2020Dec 31, 2020 | ADI Analog Devices, Inc. | Sell - Position Exit | -4,600-100.0% |
Q4 2020Dec 31, 2020 | GOOGL Alphabet Inc. | Sell | -6,396-15.5% |
Q4 2020Dec 31, 2020 | BKNG Booking Holdings Inc. Common St | Sell | -7,013-14.8% |
Q4 2020Dec 31, 2020 | VZ Verizon Communications Inc. | Sell - Position Exit | -16,200-100.0% |
Q4 2020Dec 31, 2020 | UNH UnitedHealth Group Incorporated | Sell | -54,959-23.3% |
Q4 2020Dec 31, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell | -58,691-13.4% |
Q4 2020Dec 31, 2020 | CI The Cigna Group | Sell | -59,799-9.1% |
Q4 2020Dec 31, 2020 | WHR Whirlpool Corporation | Sell | -62,220-16.5% |
Q4 2020Dec 31, 2020 | WMT Walmart Inc. | Sell | -73,551-14.7% |
Q4 2020Dec 31, 2020 | WAB Westinghouse Air Brake Technolo | Sell | -127,830-11.2% |
Q4 2020Dec 31, 2020 | COF Capital One Financial Corporati | Sell | -138,338-9.3% |
Q4 2020Dec 31, 2020 | TMO Thermo Fisher Scientific Inc | Sell - Position Exit | -160,052-100.0% |
Q4 2020Dec 31, 2020 | LRCX Lam Research Corporation | Sell - Position Exit | -180,179-100.0% |
Q4 2020Dec 31, 2020 | XRAY DENTSPLY SIRONA Inc. | Sell | -196,795-11.5% |
Q4 2020Dec 31, 2020 | C Citigroup, Inc. | Sell | -205,099-9.2% |
Q4 2020Dec 31, 2020 | EOG EOG Resources, Inc. | Sell | -212,443-12.3% |
Q4 2020Dec 31, 2020 | MGA Magna International, Inc. | Sell | -212,664-13.3% |
Q4 2020Dec 31, 2020 | N6596X109 NXP Semiconductors | Sell | -248,688-36.4% |
Q4 2020Dec 31, 2020 | ST Sensata Technologies | Sell | -259,529-12.2% |
Q4 2020Dec 31, 2020 | ETN Eaton | Sell | -308,018-36.6% |
Q4 2020Dec 31, 2020 | CMCSA Comcast Corporation | Sell | -317,498-13.2% |
Q4 2020Dec 31, 2020 | MS Morgan Stanley | Sell | -334,480-15.0% |
Q4 2020Dec 31, 2020 | CB Chubb Limited | Sell | -355,919-43.7% |