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 2024Dec 31, 2024 | HII Huntington Ingalls Industries, | Sell - Position Exit | -234,904-100.0% |
Q4 2024Dec 31, 2024 | PEG Public Service Enterprise Group | Sell | -285,026-34.3% |
Q4 2024Dec 31, 2024 | VST Vistra Corp. | Sell | -303,328-38.6% |
Q4 2024Dec 31, 2024 | BKR Baker Hughes Company | Sell | -379,002-19.4% |
Q4 2024Dec 31, 2024 | ORCL Oracle Corporation | Sell - Position Exit | -424,316-100.0% |
Q4 2024Dec 31, 2024 | GOLD Barrick Gold Corporation | Sell | -521,090-12.0% |
Q4 2024Dec 31, 2024 | FLEX Flex | Sell | -531,476-22.9% |
Q4 2024Dec 31, 2024 | MRK Merck & Company, Inc. | Sell - Position Exit | -547,423-100.0% |
Q4 2024Dec 31, 2024 | CAH Cardinal Health, Inc. | Sell - Position Exit | -553,413-100.0% |
Q4 2024Dec 31, 2024 | CNC Centene Corporation | Sell - Position Exit | -836,674-100.0% |
Q4 2024Dec 31, 2024 | GM General Motors Company | Sell | -1,059,744-49.5% |
Q4 2024Dec 31, 2024 | CVS CVS Health Corporation | Sell - Position Exit | -1,140,812-100.0% |
Q4 2024Dec 31, 2024 | TEVA Teva Pharmaceutical Industries | Sell | -1,204,132-20.1% |
Q4 2024Dec 31, 2024 | KMI Kinder Morgan, Inc. | Sell | -1,270,503-35.3% |
Q4 2024Dec 31, 2024 | KHC The Kraft Heinz Company | Sell - Position Exit | -1,937,267-100.0% |
Q4 2024Dec 31, 2024 | PFE Pfizer, Inc. | Sell - Position Exit | -2,748,790-100.0% |
Q3 2024Sep 30, 2024 | CTRA Coterra Energy Inc. | Buy - Position Entry | +4,016,396 |
Q3 2024Sep 30, 2024 | PYPL PayPal Holdings, Inc. | Buy - Position Entry | +1,077,563 |
Q3 2024Sep 30, 2024 | INCY Incyte Corporation | Buy - Position Entry | +605,348 |
Q3 2024Sep 30, 2024 | BBWI Bath & Body Works, Inc. | Buy | +361,889+17.3% |
Q3 2024Sep 30, 2024 | DIS Walt Disney Company (The) | Buy | +328,039+52.6% |
Q3 2024Sep 30, 2024 | OGN Organon & Co. | Buy | +270,401+5.6% |
Q3 2024Sep 30, 2024 | G97822103 Perrigo | Buy | +267,863+11.2% |
Q3 2024Sep 30, 2024 | WFC Wells Fargo & Company | Buy | +198,930+12.6% |
Q3 2024Sep 30, 2024 | GM General Motors Company | Buy | +179,148+9.1% |
Q3 2024Sep 30, 2024 | PVH PVH Corp. | Buy | +76,116+8.3% |
Q3 2024Sep 30, 2024 | MRK Merck & Company, Inc. | Buy | +16,528+3.1% |
Q3 2024Sep 30, 2024 | ELV Elevance Health, Inc. | Sell | -2,572-2.1% |
Q3 2024Sep 30, 2024 | WTW Willis Towers Watson | Sell | -14,611-4.1% |
Q3 2024Sep 30, 2024 | CNC Centene Corporation | Sell | -17,307-2.0% |