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 | ORCL Oracle Corporation | Sell | -370,907-16.0% |
Q4 2020Dec 31, 2020 | BX Blackstone Inc. | Sell | -445,405-28.4% |
Q4 2020Dec 31, 2020 | PFE Pfizer, Inc. | Sell | -446,211-16.6% |
Q4 2020Dec 31, 2020 | ELAN Elanco Animal Health Incorporat | Sell | -472,871-15.9% |
Q4 2020Dec 31, 2020 | AMAT Applied Materials, Inc. | Sell | -624,249-43.6% |
Q3 2020Sep 30, 2020 | FLEX Flex | Buy - Position Entry | +6,115,145 |
Q3 2020Sep 30, 2020 | IP International Paper Company | Buy - Position Entry | +1,741,597 |
Q3 2020Sep 30, 2020 | EOG EOG Resources, Inc. | Buy - Position Entry | +1,722,158 |
Q3 2020Sep 30, 2020 | FI Fiserv, Inc. | Buy - Position Entry | +692,822 |
Q3 2020Sep 30, 2020 | BX Blackstone Inc. | Buy | +601,169+62.2% |
Q3 2020Sep 30, 2020 | CI The Cigna Group | Buy | +229,181+54.0% |
Q3 2020Sep 30, 2020 | XRAY DENTSPLY SIRONA Inc. | Buy | +222,055+14.9% |
Q3 2020Sep 30, 2020 | AMAT Applied Materials, Inc. | Buy | +178,577+14.3% |
Q3 2020Sep 30, 2020 | CB Chubb Limited | Buy | +156,640+23.8% |
Q3 2020Sep 30, 2020 | MGA Magna International, Inc. | Buy | +84,338+5.6% |
Q3 2020Sep 30, 2020 | N6596X109 NXP Semiconductors | Buy | +53,320+8.5% |
Q3 2020Sep 30, 2020 | BKNG Booking Holdings Inc. Common St | Buy | +19,038+66.9% |
Q3 2020Sep 30, 2020 | ADI Analog Devices, Inc. | Buy - Position Entry | +4,600 |
Q3 2020Sep 30, 2020 | AON Aon Plc | Sell - Position Exit | -1,150-100.0% |
Q3 2020Sep 30, 2020 | MSFT Microsoft Corporation | Sell - Position Exit | -1,450-100.0% |
Q3 2020Sep 30, 2020 | GOOGL Alphabet Inc. | Sell | -5,738-12.2% |
Q3 2020Sep 30, 2020 | TMO Thermo Fisher Scientific Inc | Sell | -28,357-15.1% |
Q3 2020Sep 30, 2020 | WMT Walmart Inc. | Sell | -69,641-12.2% |
Q3 2020Sep 30, 2020 | UNH UnitedHealth Group Incorporated | Sell | -72,697-23.6% |
Q3 2020Sep 30, 2020 | WAB Westinghouse Air Brake Technolo | Sell | -104,210-8.4% |
Q3 2020Sep 30, 2020 | LRCX Lam Research Corporation | Sell | -110,038-37.9% |
Q3 2020Sep 30, 2020 | ETN Eaton | Sell | -113,333-11.9% |
Q3 2020Sep 30, 2020 | ST Sensata Technologies | Sell | -130,994-5.8% |
Q3 2020Sep 30, 2020 | COF Capital One Financial Corporati | Sell | -169,941-10.2% |
Q3 2020Sep 30, 2020 | G97822103 Perrigo | Sell | -199,161-8.3% |