Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q1 2015)
According to the SEC 13F filed on Aug 12, 2026, the Sound Shore Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. 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 Q1 2015, the filing reported:
New Buys - None reported
Increases - Agilent Technologies, Inc., The AES Corporation, American International Group, I, Applied Materials, Inc., Bank of America Corporation, and 16 more
Reductions - CVS Health Corporation, Elevance Health, Inc., Anywhere Real Estate Inc., International Paper Company, Keysight Technologies Inc., and 2 more
Complete Exits - Goldman Sachs Group, Inc. (The), Hess Corporation, Jabil Inc., JetBlue Airways Corporation, Merck & Company, Inc., and 5 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2015
|
A
Agilent Technologies, Inc.
|
Buy |
+641,738
|
|
Q1 2015
|
AES
The AES Corporation
|
Buy |
+2,023,105
|
|
Q1 2015
|
AIG
American International Group, I
|
Buy |
+195,282
|
|
Q1 2015
|
AMAT
Applied Materials, Inc.
|
Buy |
+1,125,052
|
|
Q1 2015
|
BAC
Bank of America Corporation
|
Buy |
+1,277,227
|
|
Q1 2015
|
BP
BP p.l.c.
|
Buy |
+726,438
|
|
Q1 2015
|
C
Citigroup, Inc.
|
Buy |
+338,226
|
|
Q1 2015
|
CFG
Citizens Financial Group, Inc.
|
Buy |
+685,955
|
|
Q1 2015
|
CMCSA
Comcast Corporation
|
Buy |
+45,078
|
|
Q1 2015
|
COF
Capital One Financial Corporati
|
Buy |
+420,007
|
|
Q1 2015
|
CVS
CVS Health Corporation
|
Sell |
-15,367
|
|
Q1 2015
|
ELV
Elevance Health, Inc.
|
Sell |
-281,261
|
|
Q1 2015
|
FLEX
Flex
|
Buy |
+1,631,738
|
|
Q1 2015
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell - Position Exit |
-1,434
|
|
Q1 2015
|
HES
Hess Corporation
|
Sell - Position Exit |
-1,929,012
|
|
Q1 2015
|
HOUS
Anywhere Real Estate Inc.
|
Sell |
-22,009
|
|
Q1 2015
|
IP
International Paper Company
|
Sell |
-119,347
|
|
Q1 2015
|
IVZ
Invesco
|
Buy |
+605,473
|
|
Q1 2015
|
JBL
Jabil Inc.
|
Sell - Position Exit |
-9,944
|
|
Q1 2015
|
JBLU
JetBlue Airways Corporation
|
Sell - Position Exit |
-31,110
|
|
Q1 2015
|
KEYS
Keysight Technologies Inc.
|
Sell |
-27,735
|
|
Q1 2015
|
LOW
Lowe's Companies, Inc.
|
Sell |
-32,738
|
|
Q1 2015
|
MMC
Marsh & McLennan Companies, Inc
|
Buy |
+284,862
|
|
Q1 2015
|
MRK
Merck & Company, Inc.
|
Sell - Position Exit |
-4,400
|
|
Q1 2015
|
MSFT
Microsoft Corporation
|
Buy |
+621,597
|
|
Q1 2015
|
NVS
Novartis AG
|
Sell - Position Exit |
-1,849,897
|
|
Q1 2015
|
ORCL
Oracle Corporation
|
Buy |
+169,915
|
|
Q1 2015
|
PG
Procter & Gamble Company (The)
|
Buy |
+219,795
|
|
Q1 2015
|
PM
Philip Morris International Inc
|
Sell - Position Exit |
-5,010
|
|
Q1 2015
|
PNC
PNC Financial Services Group, I
|
Sell - Position Exit |
-3,189
|
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