Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, 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 2019, the filing reported:

New Buys - General Motors Company, Mohawk Industries, Inc., Morgan Stanley

Increases - Applied Materials, Inc., BP p.l.c., JetBlue Airways Corporation, Lennar Corporation, NXP Semiconductors, and 4 more

Reductions - American International Group, I, Bank of America Corporation, Berkshire Hathaway Inc. New, Citigroup, Inc., Chubb Limited, and 15 more

Complete Exits - Antero Resources Corporation, The Goodyear Tire & Rubber Comp, Schlumberger N.V.

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 2019	AIG American International Group, I	American International Group, I	Sell	-166,716	-3.7%	$229.13K	4,300,496
Q2 2019	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+111,811	+3.1%	$168.75K	3,757,475
Q2 2019	AR Antero Resources Corporation	Antero Resources Corporation	Sell - Position Exit	-6,845,685	-100.0%	$0.00	-
Q2 2019	BAC Bank of America Corporation	Bank of America Corporation	Sell	-2,600,170	-32.4%	$157.52K	5,431,842
Q2 2019	BP BP p.l.c.	BP p.l.c.	Buy	+14,050	+131.3%	$1.03K	24,750
Q2 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-36,101	-3.4%	$218.36K	1,024,337
Q2 2019	C Citigroup, Inc.	Citigroup, Inc.	Sell	-200,853	-5.6%	$238.19K	3,401,187
Q2 2019	CB Chubb Limited	Chubb Limited	Sell	-206,696	-21.8%	$108.94K	739,599
Q2 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-315,285	-7.3%	$169.21K	4,002,050
Q2 2019	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-120,072	-5.2%	$198.81K	2,191,039
Q2 2019	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-169,904	-5.2%	$175.79K	3,097,573
Q2 2019	ELAN Elanco Animal Health Incorporat	Elanco Animal Health Incorporat	Sell	-20,834	-0.6%	$121.13K	3,583,774
Q2 2019	EQT EQT Corporation	EQT Corporation	Sell	-33,789	-0.6%	$90.95K	5,752,602
Q2 2019	ETN Eaton	Eaton	Sell	-87,726	-4.7%	$147.73K	1,773,913
Q2 2019	EXC Exelon Corporation	Exelon Corporation	Sell	-1,152,227	-47.1%	$61.99K	1,293,045
Q2 2019	GM General Motors Company	General Motors Company	Buy - Position Entry	+2,824,355	-	$108.82K	2,824,355
Q2 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-7,320	-7.0%	$104.86K	96,846
Q2 2019	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Sell - Position Exit	-6,578,014	-100.0%	$0.00	-
Q2 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+6,892,835	+51058.0%	$127.70K	6,906,335
Q2 2019	LEN Lennar Corporation	Lennar Corporation	Buy	+55,584	+2.1%	$129.57K	2,673,703
Q2 2019	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-795,276	-27.7%	$112.02K	2,078,201
Q2 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy - Position Entry	+706,205	-	$104.14K	706,205
Q2 2019	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Sell	-346,270	-23.2%	$114.19K	1,144,760
Q2 2019	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-637,867	-27.1%	$143.59K	1,712,426
Q2 2019	MS Morgan Stanley	Morgan Stanley	Buy - Position Entry	+3,546,971	-	$155.39K	3,546,971
Q2 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-450,188	-36.4%	$105.49K	787,444
Q2 2019	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+64,308	+4.3%	$151.86K	1,555,819
Q2 2019	NVT nVent Electric	nVent Electric	Buy	+132,052	+3.0%	$114.13K	4,603,851
Q2 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-123,849	-3.8%	$137.14K	3,165,742
Q2 2019	SABR Sabre Corporation	Sabre Corporation	Buy	+283,944	+3.7%	$175.81K	7,919,311

Page 1 of 2