Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q1 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Elanco Animal Health Incorporat, Sensata Technologies

Increases - American International Group, I, Bank of America Corporation, BP p.l.c., Berkshire Hathaway Inc. New, Citigroup, Inc., and 7 more

Reductions - Applied Materials, Inc., Antero Resources Corporation, Chubb Limited, Comcast Corporation, Eaton, and 13 more

Complete Exits - Fluor Corporation, Vodafone Group Plc

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 2019	AIG American International Group, I	American International Group, I	Buy	+561,976	+14.4%	$192.36K	4,467,212
Q1 2019	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-101,286	-2.7%	$144.59K	3,645,664
Q1 2019	AR Antero Resources Corporation	Antero Resources Corporation	Sell	-1,610,543	-19.0%	$60.45K	6,845,685
Q1 2019	BAC Bank of America Corporation	Bank of America Corporation	Buy	+947,510	+13.4%	$221.60K	8,032,012
Q1 2019	BP BP p.l.c.	BP p.l.c.	Buy	+4,700	+78.3%	$468.00	10,700
Q1 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+27,915	+2.7%	$213.03K	1,060,438
Q1 2019	C Citigroup, Inc.	Citigroup, Inc.	Buy	+394,719	+12.3%	$224.12K	3,602,040
Q1 2019	CB Chubb Limited	Chubb Limited	Sell	-225,895	-19.3%	$132.56K	946,295
Q1 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-120,275	-2.7%	$172.61K	4,317,335
Q1 2019	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+215,450	+10.3%	$188.79K	2,311,111
Q1 2019	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy	+100,171	+3.2%	$168.76K	3,267,477
Q1 2019	ELAN Elanco Animal Health Incorporat	Elanco Animal Health Incorporat	Buy - Position Entry	+3,604,608	-	$115.60K	3,604,608
Q1 2019	EQT EQT Corporation	EQT Corporation	Buy	+134,301	+2.4%	$120.01K	5,786,391
Q1 2019	ETN Eaton	Eaton	Sell	-73,727	-3.8%	$149.97K	1,861,639
Q1 2019	EXC Exelon Corporation	Exelon Corporation	Sell	-478,668	-16.4%	$122.58K	2,445,272
Q1 2019	FLR Fluor Corporation	Fluor Corporation	Sell - Position Exit	-3,153,230	-100.0%	$0.00	-
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-4,639	-4.3%	$122.59K	104,166
Q1 2019	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Buy	+291,388	+4.6%	$119.39K	6,578,014
Q1 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+1,800	+15.4%	$221.00	13,500
Q1 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-71,989	-2.7%	$128.52K	2,618,119
Q1 2019	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-651,605	-18.5%	$143.44K	2,873,477
Q1 2019	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Sell	-263,279	-15.0%	$140.01K	1,491,030
Q1 2019	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-973,898	-29.3%	$195.47K	2,350,293
Q1 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-28,772	-2.3%	$145.97K	1,237,632
Q1 2019	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+106,692	+7.7%	$131.84K	1,491,511
Q1 2019	NVT nVent Electric	nVent Electric	Sell	-166,486	-3.6%	$120.65K	4,471,799
Q1 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-6,617	-0.2%	$139.71K	3,289,591
Q1 2019	SABR Sabre Corporation	Sabre Corporation	Sell	-327,419	-4.1%	$163.32K	7,635,367
Q1 2019	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-92,077	-5.5%	$69.19K	1,588,047
Q1 2019	ST Sensata Technologies	Sensata Technologies	Buy - Position Entry	+2,336,177	-	$105.17K	2,336,177

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