Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 07, 2026, the Sound Shore Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 2026, the filing reported:

New Buys - Amazon.com, Inc., Boeing Company (The), Chevron Corporation, ICON, Medtronic, and 8 more

Increases - Bank of America Corporation, Check Point, Walt Disney Company (The), GE HealthCare Technologies Inc., Kyndryl Holdings, Inc., and 2 more

Reductions - Albertsons Companies, Inc., BP p.l.c., Berkshire Hathaway Inc. New, Citigroup, Inc., CSX Corporation, and 15 more

Complete Exits - The AES Corporation, Applied Materials, Inc., Barrick Gold, Capital One Financial Corporati, Salesforce, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	ACI Albertsons Companies, Inc.	Albertsons Companies, Inc.	Sell	-398,798	-8.8%	$70.45M	4,134,360
Q1 2026	AES The AES Corporation	The AES Corporation	Sell - Position Exit	-6,898,342	-100.0%	$0.00	-
Q1 2026	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell - Position Exit	-280,589	-100.0%	$0.00	-
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+378,875	-	$78.91M	378,875
Q1 2026	B Barrick Gold	Barrick Gold	Sell - Position Exit	-1,155,678	-100.0%	$0.00	-
Q1 2026	BA Boeing Company (The)	Boeing Company (The)	Buy - Position Entry	+355,009	-	$70.66M	355,009
Q1 2026	BAC Bank of America Corporation	Bank of America Corporation	Buy	+487,661	+30.9%	$100.70M	2,065,582
Q1 2026	BP BP p.l.c.	BP p.l.c.	Sell	-283,102	-14.5%	$78.57M	1,671,683
Q1 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-10,719	-5.1%	$95.59M	199,485
Q1 2026	C Citigroup, Inc.	Citigroup, Inc.	Sell	-15,370	-1.9%	$87.73M	773,599
Q1 2026	CHKP Check Point	Check Point	Buy	+93,945	+22.1%	$74.07M	518,529
Q1 2026	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell - Position Exit	-365,756	-100.0%	$0.00	-
Q1 2026	CRM Salesforce, Inc.	Salesforce, Inc.	Sell - Position Exit	-378,539	-100.0%	$0.00	-
Q1 2026	CSX CSX Corporation	CSX Corporation	Sell	-399,715	-16.6%	$82.19M	2,002,159
Q1 2026	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Sell	-1,140,518	-34.9%	$74.81M	2,128,868
Q1 2026	CVX Chevron Corporation	Chevron Corporation	Buy - Position Entry	+9,855	-	$2.04M	9,855
Q1 2026	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+11,725	+1.2%	$93.53M	970,436
Q1 2026	EQT EQT Corporation	EQT Corporation	Sell	-282,022	-18.6%	$78.63M	1,235,565
Q1 2026	FIS Fidelity National Information S	Fidelity National Information S	Sell - Position Exit	-1,384,040	-100.0%	$0.00	-
Q1 2026	FLEX Flex	Flex	Sell	-93,432	-9.2%	$60.54M	924,882
Q1 2026	GEHC GE HealthCare Technologies Inc.	GE HealthCare Technologies Inc.	Buy	+174,853	+17.2%	$84.90M	1,192,741
Q1 2026	GM General Motors Company	General Motors Company	Sell	-29,033	-2.7%	$77.28M	1,037,362
Q1 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-94,063	-26.9%	$73.52M	255,671
Q1 2026	HII Huntington Ingalls Industries,	Huntington Ingalls Industries,	Sell - Position Exit	-204,283	-100.0%	$0.00	-
Q1 2026	ICLR ICON	ICON	Buy - Position Entry	+626,958	-	$69.38M	626,958
Q1 2026	INCY Incyte Corporation	Incyte Corporation	Sell	-162,003	-17.4%	$72.27M	767,829
Q1 2026	KD Kyndryl Holdings, Inc.	Kyndryl Holdings, Inc.	Buy	+1,173,761	+39.5%	$54.42M	4,147,984
Q1 2026	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Sell	-1,476,798	-43.5%	$64.19M	1,914,405
Q1 2026	LUV Southwest Airlines Company	Southwest Airlines Company	Sell	-518,720	-20.6%	$75.21M	2,001,977
Q1 2026	MDT Medtronic	Medtronic	Buy - Position Entry	+825,239	-	$71.51M	825,239

Page 1 of 2