Harry Burn - Sound Shore Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 06, 2025 | |
| Total Stocks | 36 | |
| Portfolio Value | $2.93B |
Portfolio Overview
Comprehensive analysis of Harry Burn's investment portfolio
32
Total Holdings
$2.6B
Portfolio Value
Financial Services
Top Sector
10
Sectors
Investment Strategy Insights
- • Harry Burn maintains a diversified portfolio across 10 sectors
- • Top 5 holdings represent 18.7% of the portfolio
- • Largest position: Citigroup Inc. (C) at 4.1%
Trends by sector
Investment Adjustments from Previous Filing
Sound Shore Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| C Citigroup Inc. | 4.08% | $119,594,962 |
| COF Capital One Financial Corp | 3.86% | $113,389,378 |
| CTRA Coterra Energy, Inc. | 3.80% | $111,376,704 |
| PYPL PayPal Holdings, Inc. | 3.51% | $103,049,585 |
| CSX CSX Corporation | 3.46% | $101,381,181 |
| BAC Bank of America Corporation | 3.39% | $99,375,360 |
| TEVA Teva Pharmaceutical Industries | 3.34% | $97,987,541 |
| WBD Warner Bros. Discovery, Inc. | 3.34% | $97,951,347 |
| LUV Southwest Airlines Co. | 3.16% | $92,582,171 |
| HOLX Hologic, Inc. | 3.07% | $90,096,080 |
| FIS Fidelity National Information Services | 3.03% | $88,840,698 |
| WFC Wells Fargo & Company | 2.95% | $86,460,376 |
| PEG Public Service Enterprise Group | 2.94% | $86,324,149 |
| BAX Baxter International Inc. | 2.91% | $85,435,444 |
| AES The AES Corporation | 2.89% | $84,872,067 |
| ZBH Zimmer Biomet Holdings, Inc. | 2.88% | $84,575,202 |
| DIS The Walt Disney Company | 2.79% | $81,834,943 |
| HII Huntington Ingalls Industries | 2.73% | $80,046,646 |
| KMI Kinder Morgan, Inc. | 2.65% | $77,644,871 |
| INCY Incyte Corporation | 2.65% | $77,637,882 |
| GOOGL Alphabet Inc. Cl A | 2.61% | $76,602,599 |
| GM General Motors Company | 2.58% | $75,724,299 |
| MHK Mohawk Industries, Inc. | 2.44% | $71,718,633 |
| IP International Paper Company | 2.36% | $69,208,090 |
| EQT EQT Corporation | 2.30% | $67,538,818 |
| AMAT Applied Materials, Inc. | 2.27% | $66,732,128 |
| ACI Albertsons Companies, Inc. | 2.23% | $65,530,151 |
| KR The Kroger Co. | 2.17% | $63,735,261 |
| GEHC GE HealthCare Technologies | 2.16% | $63,381,254 |
| MTCH Match Group, Inc. | 2.12% | $62,161,059 |
| BRK-B Berkshire Hathaway, Inc. C | 1.94% | $57,004,138 |
| NEM Newmont Corporation | 0.52% | $15,258,877 |