Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q2 2014)

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 Jun 30, 2014. 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 Q2 2014, the filing reported:

New Buys - International Paper Company, Reliance, Inc.

Increases - Agilent Technologies, Inc., The AES Corporation, American International Group, I, Applied Materials, Inc., Bank of America Corporation, and 17 more

Reductions - Kohl's Corporation, Novartis AG, Schlumberger N.V., Teradata Corporation

Complete Exits - Cardinal Health, Inc., Southwest Airlines Company, Charles Schwab Corporation (The, UnitedHealth Group Incorporated

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
Q2 2014	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+589,743	+27.5%	$157.27K	2,737,973
Q2 2014	AES The AES Corporation	The AES Corporation	Buy	+911,207	+8.5%	$180.16K	11,586,168
Q2 2014	AIG American International Group, I	American International Group, I	Buy	+334,285	+11.3%	$179.68K	3,292,006
Q2 2014	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+7,958	+0.1%	$150.67K	6,681,547
Q2 2014	BAC Bank of America Corporation	Bank of America Corporation	Buy	+1,726,748	+18.0%	$173.95K	11,317,464
Q2 2014	BP BP p.l.c.	BP p.l.c.	Buy	+42,610	+1.3%	$172.48K	3,269,799
Q2 2014	C Citigroup, Inc.	Citigroup, Inc.	Buy	+686,636	+22.8%	$174.24K	3,699,266
Q2 2014	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Sell - Position Exit	-1,664,219	-100.0%	$0.00	-
Q2 2014	CMCSA Comcast Corporation	Comcast Corporation	Buy	+154,631	+5.4%	$162.49K	3,027,061
Q2 2014	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+22,032	+1.2%	$159.31K	1,928,643
Q2 2014	CVS CVS Health Corporation	CVS Health Corporation	Buy	+28,239	+1.4%	$153.84K	2,041,081
Q2 2014	FLEX Flex	Flex	Buy	+25,369	+0.2%	$141.96K	12,823,928
Q2 2014	HES Hess Corporation	Hess Corporation	Buy	+11,392	+0.6%	$182.49K	1,845,346
Q2 2014	IP International Paper Company	International Paper Company	Buy - Position Entry	+2,967,024	-	$149.75K	2,967,024
Q2 2014	IVZ Invesco	Invesco	Buy	+501,829	+14.0%	$154.46K	4,091,699
Q2 2014	KSS Kohl's Corporation	Kohl's Corporation	Sell	-859,443	-42.5%	$61.22K	1,162,017
Q2 2014	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy	+658,921	+24.2%	$162.39K	3,383,888
Q2 2014	LUV Southwest Airlines Company	Southwest Airlines Company	Sell - Position Exit	-4,924,850	-100.0%	$0.00	-
Q2 2014	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Buy	+35,857	+1.4%	$137.81K	2,659,497
Q2 2014	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+441,372	+12.5%	$165.91K	3,978,628
Q2 2014	NVS Novartis AG	Novartis AG	Sell	-79,667	-5.2%	$130.62K	1,442,881
Q2 2014	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Buy	+74,295	+4.0%	$152.03K	1,934,448
Q2 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+28,989	+1.3%	$181.61K	2,293,029
Q2 2014	RS Reliance, Inc.	Reliance, Inc.	Buy - Position Entry	+1,959,123	-	$144.41K	1,959,123
Q2 2014	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell - Position Exit	-2,941,899	-100.0%	$0.00	-
Q2 2014	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-203,389	-14.5%	$141.53K	1,199,907
Q2 2014	SNY Sanofi	Sanofi	Buy	+153,619	+5.1%	$167.96K	3,158,912
Q2 2014	TDC Teradata Corporation	Teradata Corporation	Sell	-1,129,911	-37.5%	$75.69K	1,882,943
Q2 2014	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+348,939	+35.2%	$158.26K	1,341,231
Q2 2014	TXN Texas Instruments Incorporated	Texas Instruments Incorporated	Buy	+33,943	+1.2%	$138.93K	2,907,058

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