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

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, 2017. 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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