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 2015Dec 31, 2015 | AIG American International Group, I | Sell | -617,217-20.3% |
Q4 2015Dec 31, 2015 | AMAT Applied Materials, Inc. | Sell | -787,645-7.7% |
Q4 2015Dec 31, 2015 | TXN Texas Instruments Incorporated | Sell | -957,078-27.2% |
Q4 2015Dec 31, 2015 | BAC Bank of America Corporation | Sell | -1,088,674-9.7% |
Q4 2015Dec 31, 2015 | CVS CVS Health Corporation | Sell - Position Exit | -1,320,493-100.0% |
Q3 2015Sep 30, 2015 | MSFT Microsoft Corporation | Buy - Position Entry | +3,289,613 |
Q3 2015Sep 30, 2015 | ADI Analog Devices, Inc. | Buy - Position Entry | +2,117,689 |
Q3 2015Sep 30, 2015 | AMAT Applied Materials, Inc. | Buy | +991,787+10.8% |
Q3 2015Sep 30, 2015 | CFG Citizens Financial Group, Inc. | Buy | +738,246+12.3% |
Q3 2015Sep 30, 2015 | AER AerCap | Buy | +418,351+13.5% |
Q3 2015Sep 30, 2015 | IVZ Invesco | Buy | +363,079+8.4% |
Q3 2015Sep 30, 2015 | A Agilent Technologies, Inc. | Buy | +351,438+9.4% |
Q3 2015Sep 30, 2015 | TXN Texas Instruments Incorporated | Buy | +233,311+7.1% |
Q3 2015Sep 30, 2015 | HOUS Anywhere Real Estate Inc. | Buy | +131,326+3.4% |
Q3 2015Sep 30, 2015 | IP International Paper Company | Buy | +120,831+3.4% |
Q3 2015Sep 30, 2015 | CMCSA Comcast Corporation | Buy | +93,043+3.3% |
Q3 2015Sep 30, 2015 | COF Capital One Financial Corporati | Buy | +43,083+1.9% |
Q3 2015Sep 30, 2015 | BP BP p.l.c. | Buy | +25,325+0.5% |
Q3 2015Sep 30, 2015 | CVS CVS Health Corporation | Buy | +9,623+0.7% |
Q3 2015Sep 30, 2015 | LOW Lowe's Companies, Inc. | Buy | +6,690+0.4% |
Q3 2015Sep 30, 2015 | KEYS Keysight Technologies Inc. | Sell | -72-0.0% |
Q3 2015Sep 30, 2015 | PG Procter & Gamble Company (The) | Sell | -14,457-0.7% |
Q3 2015Sep 30, 2015 | TMO Thermo Fisher Scientific Inc | Sell | -46,331-3.0% |
Q3 2015Sep 30, 2015 | AIG American International Group, I | Sell | -91,222-2.9% |
Q3 2015Sep 30, 2015 | MMC Marsh & McLennan Companies, Inc | Sell | -108,641-3.7% |
Q3 2015Sep 30, 2015 | C Citigroup, Inc. | Sell | -119,825-3.4% |
Q3 2015Sep 30, 2015 | ORCL Oracle Corporation | Sell | -135,221-2.7% |
Q3 2015Sep 30, 2015 | MRK Merck & Company, Inc. | Sell | -182,638-5.1% |
Q3 2015Sep 30, 2015 | SNY Sanofi | Sell | -182,845-5.1% |
Q3 2015Sep 30, 2015 | EXC Exelon Corporation | Sell | -193,391-4.9% |