Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q1 2017)

As of Mar 31, 2017, the Sound Shore Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 07, 2026. 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 2017, the filing reported:

New Buys - Antero Resources Corporation, Pentair

Increases - BP p.l.c., Comcast Corporation, Capital One Financial Corporati, Exelon Corporation, Hewlett Packard Enterprise Comp, and 10 more

Reductions - Analog Devices, Inc., Applied Materials, Inc., Bank of America Corporation, Berkshire Hathaway Inc. New, Citigroup, Inc., and 6 more

Complete Exits - Agilent Technologies, Inc., Perrigo

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2017	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell - Position Exit	-2,722,153	-100.0%	$0.00	-
Q1 2017	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-44,000	-2.1%	$169.72K	2,070,953
Q1 2017	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-1,005,798	-20.2%	$154.67K	3,976,052
Q1 2017	AR Antero Resources Corporation	Antero Resources Corporation	Buy - Position Entry	+7,708,542	-	$175.83K	7,708,542
Q1 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-1,529,763	-16.0%	$190.07K	8,057,360
Q1 2017	BP BP p.l.c.	BP p.l.c.	Buy	+303,382	+8.1%	$140.48K	4,069,591
Q1 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-19,596	-1.8%	$174.49K	1,046,829
Q1 2017	C Citigroup, Inc.	Citigroup, Inc.	Sell	-74,930	-2.1%	$206.96K	3,459,681
Q1 2017	CMCSA Comcast Corporation	Comcast Corporation	Buy	+1,811,714	+75.8%	$157.95K	4,201,891
Q1 2017	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+105,377	+4.8%	$200.14K	2,309,459
Q1 2017	EXC Exelon Corporation	Exelon Corporation	Buy	+208,302	+5.8%	$136.93K	3,805,629
Q1 2017	FLEX Flex	Flex	Sell	-2,057,776	-19.0%	$147.12K	8,757,178
Q1 2017	G7S00T104 Pentair	Pentair	Buy - Position Entry	+2,120,561	-	$133.13K	2,120,561
Q1 2017	G97822103 Perrigo	Perrigo	Sell - Position Exit	-2,014,296	-100.0%	$0.00	-
Q1 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-8,458	-4.3%	$158.28K	186,696
Q1 2017	HPE Hewlett Packard Enterprise Comp	Hewlett Packard Enterprise Comp	Buy	+571,610	+7.4%	$197.44K	8,330,980
Q1 2017	IP International Paper Company	International Paper Company	Buy	+477,084	+16.5%	$171.16K	3,370,525
Q1 2017	IVZ Invesco	Invesco	Buy	+663,336	+14.8%	$157.59K	5,145,083
Q1 2017	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+147,024	+3.4%	$160.50K	4,440,994
Q1 2017	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Sell	-39,010	-1.9%	$151.60K	2,051,741
Q1 2017	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-67,278	-2.0%	$206.36K	3,247,674
Q1 2017	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+654,223	+28.5%	$194.45K	2,952,532
Q1 2017	ORCL Oracle Corporation	Oracle Corporation	Sell	-61,096	-1.3%	$212.06K	4,753,568
Q1 2017	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy	+591,638	+22.5%	$203.77K	3,216,111
Q1 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+795,567	+15.8%	$199.02K	5,817,692
Q1 2017	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-11,473	-1.1%	$164.36K	1,070,047
Q1 2017	TTE TotalEnergies SE	TotalEnergies SE	Buy	+337,911	+11.8%	$161.72K	3,207,482
Q1 2017	VOD Vodafone Group Plc	Vodafone Group Plc	Buy	+540,617	+8.9%	$174.99K	6,620,681
Q1 2017	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Buy	+83,802	+4.2%	$171.79K	2,068,549
Q1 2017	WMT Walmart Inc.	Walmart Inc.	Buy	+162,254	+7.6%	$164.64K	2,284,073