Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q1 2020)
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, 2020. 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 2020, the filing reported:
New Buys - Analog Devices, Inc., Aon Plc, The Cigna Group, Cisco Systems, Inc., Henry Schein, Inc., and 4 more
Increases - Comcast Corporation, Chevron Corporation, Elanco Animal Health Incorporat, Lennar Corporation, Mondelez International, Inc., and 5 more
Reductions - Applied Materials, Inc., Bank of America Corporation, BP p.l.c., Berkshire Hathaway Inc. New, Citigroup, Inc., and 10 more
Complete Exits - American International Group, I, Chubb Limited, Delta Air Lines, Inc., EQT Corporation, General Motors Company, and 4 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 2020
|
ADI
Analog Devices, Inc.
|
Buy - Position Entry |
+664,102
|
|
Q1 2020
|
AIG
American International Group, I
|
Sell - Position Exit |
-2,708,096
|
|
Q1 2020
|
AMAT
Applied Materials, Inc.
|
Sell |
-587,647
|
|
Q1 2020
|
AON
Aon Plc
|
Buy - Position Entry |
+369,894
|
|
Q1 2020
|
BAC
Bank of America Corporation
|
Sell |
-194,006
|
|
Q1 2020
|
BP
BP p.l.c.
|
Sell |
-5,050
|
|
Q1 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-50,722
|
|
Q1 2020
|
C
Citigroup, Inc.
|
Sell |
-457,225
|
|
Q1 2020
|
CB
Chubb Limited
|
Sell - Position Exit |
-510,215
|
|
Q1 2020
|
CI
The Cigna Group
|
Buy - Position Entry |
+414,653
|
|
Q1 2020
|
CMCSA
Comcast Corporation
|
Buy |
+704,497
|
|
Q1 2020
|
COF
Capital One Financial Corporati
|
Sell |
-650,647
|
|
Q1 2020
|
CSCO
Cisco Systems, Inc.
|
Buy - Position Entry |
+1,906,144
|
|
Q1 2020
|
CVX
Chevron Corporation
|
Buy |
+227,378
|
|
Q1 2020
|
DAL
Delta Air Lines, Inc.
|
Sell - Position Exit |
-2,448,661
|
|
Q1 2020
|
ELAN
Elanco Animal Health Incorporat
|
Buy |
+241,811
|
|
Q1 2020
|
EQT
EQT Corporation
|
Sell - Position Exit |
-7,368,074
|
|
Q1 2020
|
ETN
Eaton
|
Sell |
-555,587
|
|
Q1 2020
|
G97822103
Perrigo
|
Sell |
-247,301
|
|
Q1 2020
|
GM
General Motors Company
|
Sell - Position Exit |
-3,599,921
|
|
Q1 2020
|
GOOGL
Alphabet Inc.
|
Sell |
-2,469
|
|
Q1 2020
|
HSIC
Henry Schein, Inc.
|
Buy - Position Entry |
+1,086,788
|
|
Q1 2020
|
JBLU
JetBlue Airways Corporation
|
Sell - Position Exit |
-5,439,457
|
|
Q1 2020
|
LEN
Lennar Corporation
|
Buy |
+478,019
|
|
Q1 2020
|
LRCX
Lam Research Corporation
|
Buy - Position Entry |
+204,771
|
|
Q1 2020
|
MDLZ
Mondelez International, Inc.
|
Buy |
+509,607
|
|
Q1 2020
|
MMC
Marsh & McLennan Companies, Inc
|
Sell - Position Exit |
-830,907
|
|
Q1 2020
|
MRK
Merck & Company, Inc.
|
Buy |
+107,194
|
|
Q1 2020
|
MS
Morgan Stanley
|
Sell |
-104,986
|
|
Q1 2020
|
MSFT
Microsoft Corporation
|
Sell |
-99,583
|
Page 1 of 2