Harry Burn - Sound Shore Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Jun 30, 2025
Filing Date		Aug 06, 2025
Total Stocks		36
Portfolio Value		$2.93B

Sound Shore Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2022Jun 30, 2022	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy - Position Entry	+1,381,718	$72.22K	1,381,718
Q2 2022Jun 30, 2022	VSCO Victorias Secret & Co.	Victorias Secret & Co.	Buy	+975,637+55.7%	$76.30K	2,727,789
Q2 2022Jun 30, 2022	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy - Position Entry	+748,332	$68.08K	748,332
Q2 2022Jun 30, 2022	FRCB First Republic Bank (San Franci	First Republic Bank (San Franci	Buy - Position Entry	+394,239	$56.85K	394,239
Q2 2022Jun 30, 2022	TPX Tempur Sealy International, Inc	Tempur Sealy International, Inc	Buy	+308,296+11.3%	$65.04K	3,043,441
Q2 2022Jun 30, 2022	FDX FedEx Corporation	FedEx Corporation	Buy - Position Entry	+305,324	$69.22K	305,324
Q2 2022Jun 30, 2022	PVH PVH Corp.	PVH Corp.	Buy	+205,122+14.2%	$93.95K	1,651,076
Q2 2022Jun 30, 2022	LEN Lennar Corporation	Lennar Corporation	Buy	+32,295+2.4%	$98.83K	1,400,484
Q2 2022Jun 30, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-7,510-22.7%	$55.58K	25,504
Q2 2022Jun 30, 2022	BKR Baker Hughes Company	Baker Hughes Company	Sell	-14,201-0.6%	$65.58K	2,271,496
Q2 2022Jun 30, 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-19,404-7.4%	$66.15K	242,280
Q2 2022Jun 30, 2022	VZ Verizon Communications Inc.	Verizon Communications Inc.	Sell	-21,832-1.8%	$62.02K	1,222,017
Q2 2022Jun 30, 2022	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-33,912-21.3%	$60.39K	125,137
Q2 2022Jun 30, 2022	WFC Wells Fargo & Company	Wells Fargo & Company	Sell	-52,075-2.0%	$100.94K	2,576,841
Q2 2022Jun 30, 2022	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-55,609-7.4%	$72.22K	693,194
Q2 2022Jun 30, 2022	HOLX Hologic, Inc.	Hologic, Inc.	Sell	-78,305-7.6%	$66.40K	958,159
Q2 2022Jun 30, 2022	MS Morgan Stanley	Morgan Stanley	Sell	-94,801-7.5%	$88.64K	1,165,446
Q2 2022Jun 30, 2022	PCAR PACCAR Inc.	PACCAR Inc.	Sell	-94,982-7.6%	$95.03K	1,154,116
Q2 2022Jun 30, 2022	CAG ConAgra Brands, Inc.	ConAgra Brands, Inc.	Sell	-95,237-4.4%	$70.65K	2,063,365
Q2 2022Jun 30, 2022	IP International Paper Company	International Paper Company	Sell	-110,859-7.1%	$61.11K	1,460,897
Q2 2022Jun 30, 2022	GM General Motors Company	General Motors Company	Sell	-174,983-8.6%	$59.38K	1,869,544
Q2 2022Jun 30, 2022	ELAN Elanco Animal Health Incorporat	Elanco Animal Health Incorporat	Sell	-257,318-6.0%	$79.63K	4,056,486
Q2 2022Jun 30, 2022	CI The Cigna Group	The Cigna Group	Sell - Position Exit	-307,434-100.0%	$0.00	-
Q2 2022Jun 30, 2022	ORCL Oracle Corporation	Oracle Corporation	Sell	-319,051-18.9%	$95.44K	1,365,927
Q2 2022Jun 30, 2022	VNT Vontier Corporation	Vontier Corporation	Sell	-336,413-9.1%	$77.26K	3,360,578
Q2 2022Jun 30, 2022	VST Vistra Corp.	Vistra Corp.	Sell	-585,045-9.7%	$124.34K	5,441,743
Q2 2022Jun 30, 2022	OGN Organon & Co.	Organon & Co.	Sell	-629,012-19.8%	$86.02K	2,548,772
Q2 2022Jun 30, 2022	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-648,082-49.4%	$60.40K	662,514
Q2 2022Jun 30, 2022	BAC Bank of America Corporation	Bank of America Corporation	Sell	-730,451-31.2%	$50.05K	1,607,915
Q2 2022Jun 30, 2022	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-757,555-38.6%	$63.27K	1,206,654

Page 16 of 55 • 1624 total trades

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