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 |
|---|---|---|---|
Q1 2014Mar 31, 2014 | CAH Cardinal Health, Inc. | Sell | -327,785-16.5% |
Q1 2014Mar 31, 2014 | TMO Thermo Fisher Scientific Inc | Sell | -473,036-32.3% |
Q1 2014Mar 31, 2014 | A Agilent Technologies, Inc. | Sell | -473,441-18.1% |
Q1 2014Mar 31, 2014 | AMAT Applied Materials, Inc. | Sell | -521,967-7.3% |
Q1 2014Mar 31, 2014 | TXN Texas Instruments Incorporated | Sell | -607,531-17.5% |
Q1 2014Mar 31, 2014 | BAC Bank of America Corporation | Sell | -770,977-7.4% |
Q1 2014Mar 31, 2014 | LUV Southwest Airlines Company | Sell | -1,576,027-24.2% |
Q1 2014Mar 31, 2014 | FLEX Flex | Sell | -1,647,970-11.4% |
Q1 2014Mar 31, 2014 | RSG Republic Services, Inc. | Sell - Position Exit | -1,909,562-100.0% |
Q1 2014Mar 31, 2014 | SCHW Charles Schwab Corporation (The | Sell | -1,933,002-39.7% |
Q4 2013Dec 31, 2013 | AES The AES Corporation | Buy | +2,197,316+26.9% |
Q4 2013Dec 31, 2013 | KSS Kohl's Corporation | Buy - Position Entry | +2,155,217 |
Q4 2013Dec 31, 2013 | FLEX Flex | Buy | +1,200,183+9.1% |
Q4 2013Dec 31, 2013 | TDC Teradata Corporation | Buy - Position Entry | +1,011,797 |
Q4 2013Dec 31, 2013 | C Citigroup, Inc. | Buy | +553,253+25.3% |
Q4 2013Dec 31, 2013 | SNY Sanofi | Buy | +315,761+14.8% |
Q4 2013Dec 31, 2013 | HES Hess Corporation | Buy | +277,303+19.0% |
Q4 2013Dec 31, 2013 | QCOM QUALCOMM Incorporated | Buy | +151,583+6.7% |
Q4 2013Dec 31, 2013 | MRK Merck & Company, Inc. | Buy - Position Entry | +8,800 |
Q4 2013Dec 31, 2013 | GS Goldman Sachs Group, Inc. (The) | Sell | -600-22.2% |
Q4 2013Dec 31, 2013 | L Loews Corporation | Sell | -1,800-25.7% |
Q4 2013Dec 31, 2013 | JBL Jabil Inc. | Sell | -4,500-22.5% |
Q4 2013Dec 31, 2013 | PFE Pfizer, Inc. | Sell - Position Exit | -8,000-100.0% |
Q4 2013Dec 31, 2013 | NVS Novartis AG | Sell | -17,289-1.0% |
Q4 2013Dec 31, 2013 | UNH UnitedHealth Group Incorporated | Sell | -22,486-1.4% |
Q4 2013Dec 31, 2013 | COF Capital One Financial Corporati | Sell | -30,061-1.5% |
Q4 2013Dec 31, 2013 | AIG American International Group, I | Sell | -40,885-1.3% |
Q4 2013Dec 31, 2013 | LOW Lowe's Companies, Inc. | Sell | -46,960-1.8% |
Q4 2013Dec 31, 2013 | CMCSA Comcast Corporation | Sell | -49,044-1.9% |
Q4 2013Dec 31, 2013 | BP BP p.l.c. | Sell | -51,895-1.6% |