Harry Burn - Sound Shore Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 06, 2025 | |
| Total Stocks | 36 | |
| Portfolio Value | $2.93B |
Sound Shore Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.6 years | Style | Average duration positions are maintained |
| Position Count | 70 | Style | Number of active positions in portfolio |
| Position Size | 2.7% | Risk | Typical allocation per position |
| Win Rate | 55.9% | Performance | Percentage of profitable positions |
| Average Return | 5.3% | Performance | Mean return across positions |
| Sharpe Ratio | 0.15 | Performance | Return per unit of risk taken |
Investment Case Study: Citigroup Inc. (C)
12/31/2024 - 8/10/2025
Performance Metrics
Total Return: 120,914.63%
Holding Period: 222 days
Max Position Size: $119,594,962.00
Position Weight: 3.43%
Key Events
12/31/2024: INCREASE(245,577.00 shares) @ $70.39
3/31/2025: INCREASE(131,386.00 shares) @ $70.99
6/30/2025: INCREASE(47,118.00 shares) @ $85.12
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure