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 2019Sep 30, 2019 | MHK Mohawk Industries, Inc. | Sell | -65,169-9.2% |
Q3 2019Sep 30, 2019 | ETN Eaton | Sell | -75,143-4.2% |
Q3 2019Sep 30, 2019 | DAL Delta Air Lines, Inc. | Sell | -82,260-2.7% |
Q3 2019Sep 30, 2019 | CMCSA Comcast Corporation | Sell | -99,000-2.5% |
Q3 2019Sep 30, 2019 | MMC Marsh & McLennan Companies, Inc | Sell | -101,156-8.8% |
Q3 2019Sep 30, 2019 | ELAN Elanco Animal Health Incorporat | Sell | -107,294-3.0% |
Q3 2019Sep 30, 2019 | NVT nVent Electric | Sell | -117,532-2.6% |
Q3 2019Sep 30, 2019 | CB Chubb Limited | Sell | -139,559-18.9% |
Q3 2019Sep 30, 2019 | JBLU JetBlue Airways Corporation | Sell | -140,021-2.0% |
Q3 2019Sep 30, 2019 | TTE TotalEnergies SE | Sell | -157,296-5.4% |
Q3 2019Sep 30, 2019 | WMT Walmart Inc. | Sell | -159,633-15.3% |
Q3 2019Sep 30, 2019 | AMAT Applied Materials, Inc. | Sell | -162,933-4.3% |
Q3 2019Sep 30, 2019 | MDLZ Mondelez International, Inc. | Sell | -228,483-11.0% |
Q3 2019Sep 30, 2019 | SABR Sabre Corporation | Sell | -515,958-6.5% |
Q3 2019Sep 30, 2019 | C Citigroup, Inc. | Sell | -825,750-24.3% |
Q3 2019Sep 30, 2019 | BAC Bank of America Corporation | Sell | -1,056,550-19.5% |
Q3 2019Sep 30, 2019 | AIG American International Group, I | Sell | -1,113,794-25.9% |
Q3 2019Sep 30, 2019 | EXC Exelon Corporation | Sell - Position Exit | -1,293,045-100.0% |
Q3 2019Sep 30, 2019 | PFE Pfizer, Inc. | Sell - Position Exit | -3,165,742-100.0% |
Q2 2019Jun 30, 2019 | JBLU JetBlue Airways Corporation | Buy | +6,892,835+51058.0% |
Q2 2019Jun 30, 2019 | MS Morgan Stanley | Buy - Position Entry | +3,546,971 |
Q2 2019Jun 30, 2019 | GM General Motors Company | Buy - Position Entry | +2,824,355 |
Q2 2019Jun 30, 2019 | MHK Mohawk Industries, Inc. | Buy - Position Entry | +706,205 |
Q2 2019Jun 30, 2019 | ST Sensata Technologies | Buy | +577,604+24.7% |
Q2 2019Jun 30, 2019 | SABR Sabre Corporation | Buy | +283,944+3.7% |
Q2 2019Jun 30, 2019 | NVT nVent Electric | Buy | +132,052+3.0% |
Q2 2019Jun 30, 2019 | AMAT Applied Materials, Inc. | Buy | +111,811+3.1% |
Q2 2019Jun 30, 2019 | TTE TotalEnergies SE | Buy | +74,786+2.7% |
Q2 2019Jun 30, 2019 | N6596X109 NXP Semiconductors | Buy | +64,308+4.3% |
Q2 2019Jun 30, 2019 | LEN Lennar Corporation | Buy | +55,584+2.1% |