Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 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 Q2 2017, the filing reported:

New Buys - Delta Air Lines, Inc., The Goodyear Tire & Rubber Comp

Increases - Analog Devices, Inc., Antero Resources Corporation, Bank of America Corporation, Capital One Financial Corporati, Flex, and 6 more

Reductions - Applied Materials, Inc., BP p.l.c., Berkshire Hathaway Inc. New, Citigroup, Inc., Comcast Corporation, and 12 more

Complete Exits - Alphabet Inc.

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 2017	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+309,372	+14.9%	$185.19K	2,380,325
Q2 2017	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-592,217	-14.9%	$139.79K	3,383,835
Q2 2017	AR Antero Resources Corporation	Antero Resources Corporation	Buy	+1,697,858	+22.0%	$203.27K	9,406,400
Q2 2017	BAC Bank of America Corporation	Bank of America Corporation	Buy	+970,852	+12.0%	$219.02K	9,028,212
Q2 2017	BP BP p.l.c.	BP p.l.c.	Sell	-15,280	-0.4%	$140.48K	4,054,311
Q2 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,967	-0.3%	$176.80K	1,043,862
Q2 2017	C Citigroup, Inc.	Citigroup, Inc.	Sell	-12,977	-0.4%	$230.52K	3,446,704
Q2 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell	-286,297	-6.8%	$152.40K	3,915,594
Q2 2017	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+448,247	+19.4%	$227.84K	2,757,706
Q2 2017	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy - Position Entry	+2,944,241	-	$158.22K	2,944,241
Q2 2017	EXC Exelon Corporation	Exelon Corporation	Sell	-12,880	-0.3%	$136.80K	3,792,749
Q2 2017	FLEX Flex	Flex	Buy	+1,571,754	+17.9%	$168.47K	10,328,932
Q2 2017	G7S00T104 Pentair	Pentair	Buy	+183,299	+8.6%	$153.30K	2,303,860
Q2 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-450	-100.0%	$0.00	-
Q2 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-39,438	-21.1%	$136.90K	147,258
Q2 2017	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Buy - Position Entry	+2,900,356	-	$101.40K	2,900,356
Q2 2017	HPE Hewlett Packard Enterprise Comp	Hewlett Packard Enterprise Comp	Buy	+1,301,201	+15.6%	$159.80K	9,632,181
Q2 2017	IP International Paper Company	International Paper Company	Sell	-9,441	-0.3%	$190.27K	3,361,084
Q2 2017	IVZ Invesco	Invesco	Sell	-734,480	-14.3%	$155.21K	4,410,603
Q2 2017	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Sell	-14,013	-0.3%	$172.34K	4,426,981
Q2 2017	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Sell	-338,593	-16.5%	$133.56K	1,713,148
Q2 2017	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-107,769	-3.3%	$201.24K	3,139,905
Q2 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-183,734	-6.2%	$190.85K	2,768,798
Q2 2017	ORCL Oracle Corporation	Oracle Corporation	Sell	-1,213,536	-25.5%	$177.50K	3,540,032
Q2 2017	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy	+174,143	+5.4%	$202.97K	3,390,254
Q2 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-1,063,671	-18.3%	$159.69K	4,754,021
Q2 2017	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+31,496	+2.9%	$192.19K	1,101,543
Q2 2017	TTE TotalEnergies SE	TotalEnergies SE	Buy	+663,620	+20.7%	$191.97K	3,871,102
Q2 2017	VOD Vodafone Group Plc	Vodafone Group Plc	Sell	-1,304,928	-19.7%	$152.72K	5,315,753
Q2 2017	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Buy	+210,325	+10.2%	$178.46K	2,278,874

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