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 2013Dec 31, 2013 | MSFT Microsoft Corporation | Sell | -55,333-1.4% |
Q4 2013Dec 31, 2013 | A Agilent Technologies, Inc. | Sell | -55,955-2.1% |
Q4 2013Dec 31, 2013 | IVZ Invesco | Sell | -63,316-1.6% |
Q4 2013Dec 31, 2013 | SCHW Charles Schwab Corporation (The | Sell | -110,917-2.2% |
Q4 2013Dec 31, 2013 | TXN Texas Instruments Incorporated | Sell | -179,246-4.9% |
Q4 2013Dec 31, 2013 | BAC Bank of America Corporation | Sell | -180,187-1.7% |
Q4 2013Dec 31, 2013 | TMO Thermo Fisher Scientific Inc | Sell | -231,779-13.7% |
Q4 2013Dec 31, 2013 | SLB Schlumberger N.V. | Sell | -232,975-13.4% |
Q4 2013Dec 31, 2013 | STT State Street Corporation | Sell - Position Exit | -335,338-100.0% |
Q4 2013Dec 31, 2013 | CVS CVS Health Corporation | Sell | -341,043-13.7% |
Q4 2013Dec 31, 2013 | MMC Marsh & McLennan Companies, Inc | Sell | -426,513-13.1% |
Q4 2013Dec 31, 2013 | AMAT Applied Materials, Inc. | Sell | -576,756-7.4% |
Q4 2013Dec 31, 2013 | CAH Cardinal Health, Inc. | Sell | -705,089-26.1% |
Q4 2013Dec 31, 2013 | LUV Southwest Airlines Company | Sell | -1,129,966-14.8% |
Q4 2013Dec 31, 2013 | RSG Republic Services, Inc. | Sell | -1,240,414-39.4% |
Q4 2013Dec 31, 2013 | ZTS Zoetis Inc. | Sell - Position Exit | -2,892,700-100.0% |
Q3 2013Sep 30, 2013 | HES Hess Corporation | Buy - Position Entry | +1,462,485 |
Q3 2013Sep 30, 2013 | QCOM QUALCOMM Incorporated | Buy | +493,891+27.7% |
Q3 2013Sep 30, 2013 | ZTS Zoetis Inc. | Buy | +327,301+12.8% |
Q3 2013Sep 30, 2013 | CVS CVS Health Corporation | Buy | +248,079+11.0% |
Q3 2013Sep 30, 2013 | UNH UnitedHealth Group Incorporated | Sell | -28,287-1.7% |
Q3 2013Sep 30, 2013 | TMO Thermo Fisher Scientific Inc | Sell | -32,555-1.9% |
Q3 2013Sep 30, 2013 | BP BP p.l.c. | Sell | -39,770-1.2% |
Q3 2013Sep 30, 2013 | MMC Marsh & McLennan Companies, Inc | Sell | -53,914-1.6% |
Q3 2013Sep 30, 2013 | NVS Novartis AG | Sell | -54,095-3.2% |
Q3 2013Sep 30, 2013 | SLB Schlumberger N.V. | Sell | -65,685-3.6% |
Q3 2013Sep 30, 2013 | CAH Cardinal Health, Inc. | Sell | -72,598-2.6% |
Q3 2013Sep 30, 2013 | CMCSA Comcast Corporation | Sell | -73,125-2.8% |
Q3 2013Sep 30, 2013 | C Citigroup, Inc. | Sell | -78,144-3.4% |
Q3 2013Sep 30, 2013 | SNY Sanofi | Sell | -85,575-3.8% |