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 |
|---|---|---|---|
Q2 2014Jun 30, 2014 | AES The AES Corporation | Buy | +911,207+8.5% |
Q2 2014Jun 30, 2014 | C Citigroup, Inc. | Buy | +686,636+22.8% |
Q2 2014Jun 30, 2014 | LOW Lowe's Companies, Inc. | Buy | +658,921+24.2% |
Q2 2014Jun 30, 2014 | A Agilent Technologies, Inc. | Buy | +589,743+27.5% |
Q2 2014Jun 30, 2014 | IVZ Invesco | Buy | +501,829+14.0% |
Q2 2014Jun 30, 2014 | VOD Vodafone Group Plc | Buy | +486,014+14.6% |
Q2 2014Jun 30, 2014 | MSFT Microsoft Corporation | Buy | +441,372+12.5% |
Q2 2014Jun 30, 2014 | TMO Thermo Fisher Scientific Inc | Buy | +348,939+35.2% |
Q2 2014Jun 30, 2014 | AIG American International Group, I | Buy | +334,285+11.3% |
Q2 2014Jun 30, 2014 | CMCSA Comcast Corporation | Buy | +154,631+5.4% |
Q2 2014Jun 30, 2014 | SNY Sanofi | Buy | +153,619+5.1% |
Q2 2014Jun 30, 2014 | PG Procter & Gamble Company (The) | Buy | +74,295+4.0% |
Q2 2014Jun 30, 2014 | BP BP p.l.c. | Buy | +42,610+1.3% |
Q2 2014Jun 30, 2014 | MMC Marsh & McLennan Companies, Inc | Buy | +35,857+1.4% |
Q2 2014Jun 30, 2014 | TXN Texas Instruments Incorporated | Buy | +33,943+1.2% |
Q2 2014Jun 30, 2014 | QCOM QUALCOMM Incorporated | Buy | +28,989+1.3% |
Q2 2014Jun 30, 2014 | CVS CVS Health Corporation | Buy | +28,239+1.4% |
Q2 2014Jun 30, 2014 | FLEX Flex | Buy | +25,369+0.2% |
Q2 2014Jun 30, 2014 | COF Capital One Financial Corporati | Buy | +22,032+1.2% |
Q2 2014Jun 30, 2014 | HES Hess Corporation | Buy | +11,392+0.6% |
Q2 2014Jun 30, 2014 | AMAT Applied Materials, Inc. | Buy | +7,958+0.1% |
Q2 2014Jun 30, 2014 | NVS Novartis AG | Sell | -79,667-5.2% |
Q2 2014Jun 30, 2014 | SLB Schlumberger N.V. | Sell | -203,389-14.5% |
Q2 2014Jun 30, 2014 | KSS Kohl's Corporation | Sell | -859,443-42.5% |
Q2 2014Jun 30, 2014 | TDC Teradata Corporation | Sell | -1,129,911-37.5% |
Q2 2014Jun 30, 2014 | UNH UnitedHealth Group Incorporated | Sell - Position Exit | -1,506,048-100.0% |
Q2 2014Jun 30, 2014 | CAH Cardinal Health, Inc. | Sell - Position Exit | -1,664,219-100.0% |
Q2 2014Jun 30, 2014 | SCHW Charles Schwab Corporation (The | Sell - Position Exit | -2,941,899-100.0% |
Q2 2014Jun 30, 2014 | LUV Southwest Airlines Company | Sell - Position Exit | -4,924,850-100.0% |
Q1 2014Mar 31, 2014 | VOD Vodafone Group Plc | Buy - Position Entry | +3,339,473 |