Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q2 2020)

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, 2020. 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 2020, the filing reported:

New Buys - Booking Holdings Inc. Common St, Blackstone Inc., Chubb Limited, Coterra Energy Inc., Magna International, Inc., and 3 more

Increases - Bank of America Corporation, Citigroup, Inc., The Cigna Group, Capital One Financial Corporati, Elanco Animal Health Incorporat, and 5 more

Reductions - Applied Materials, Inc., Aon Plc, Berkshire Hathaway Inc. New, Comcast Corporation, Perrigo, and 12 more

Complete Exits - Analog Devices, Inc., BP p.l.c., Cisco Systems, Inc., Chevron Corporation, Packaging Corporation of Americ, and 2 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
Q2 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell - Position Exit	-664,102	-100.0%	$0.00	-
Q2 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-17,401	-1.4%	$75.71K	1,252,387
Q2 2020	AON Aon Plc	Aon Plc	Sell	-368,744	-99.7%	$221.00	1,150
Q2 2020	BAC Bank of America Corporation	Bank of America Corporation	Buy	+1,686,183	+49.2%	$121.46K	5,114,016
Q2 2020	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy - Position Entry	+28,439	-	$45.28K	28,439
Q2 2020	BP BP p.l.c.	BP p.l.c.	Sell - Position Exit	-23,100	-100.0%	$0.00	-
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-69,804	-9.5%	$118.95K	666,376
Q2 2020	BX Blackstone Inc.	Blackstone Inc.	Buy - Position Entry	+967,232	-	$54.80K	967,232
Q2 2020	C Citigroup, Inc.	Citigroup, Inc.	Buy	+853,193	+52.0%	$127.36K	2,492,384
Q2 2020	CB Chubb Limited	Chubb Limited	Buy - Position Entry	+657,217	-	$83.22K	657,217
Q2 2020	CI The Cigna Group	The Cigna Group	Buy	+9,942	+2.4%	$79.67K	424,595
Q2 2020	CMCSA Comcast Corporation	Comcast Corporation	Sell	-179,170	-5.3%	$124.73K	3,199,979
Q2 2020	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+462,431	+38.4%	$104.22K	1,665,130
Q2 2020	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell - Position Exit	-1,906,144	-100.0%	$0.00	-
Q2 2020	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Buy - Position Entry	+4,311,416	-	$74.07K	4,311,416
Q2 2020	CVX Chevron Corporation	Chevron Corporation	Sell - Position Exit	-1,158,755	-100.0%	$0.00	-
Q2 2020	ELAN Elanco Animal Health Incorporat	Elanco Animal Health Incorporat	Buy	+316,626	+8.3%	$88.51K	4,126,497
Q2 2020	ETN Eaton	Eaton	Buy	+160,834	+20.3%	$83.49K	954,384
Q2 2020	G97822103 Perrigo	Perrigo	Sell	-92,551	-3.7%	$132.04K	2,388,971
Q2 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-25,823	-35.5%	$66.67K	47,012
Q2 2020	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Buy	+350,379	+32.2%	$83.92K	1,437,167
Q2 2020	LEN Lennar Corporation	Lennar Corporation	Sell	-1,083,544	-43.1%	$88.32K	1,433,293
Q2 2020	LRCX Lam Research Corporation	Lam Research Corporation	Buy	+85,446	+41.7%	$93.87K	290,217
Q2 2020	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-422,757	-20.8%	$82.16K	1,606,857
Q2 2020	MGA Magna International, Inc.	Magna International, Inc.	Buy - Position Entry	+1,515,921	-	$67.50K	1,515,921
Q2 2020	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-184,286	-11.0%	$115.22K	1,490,011
Q2 2020	MS Morgan Stanley	Morgan Stanley	Sell	-918,235	-27.3%	$118.40K	2,451,406
Q2 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-505,566	-99.7%	$295.00	1,450
Q2 2020	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-75,521	-10.7%	$71.74K	629,055
Q2 2020	ORCL Oracle Corporation	Oracle Corporation	Buy	+254,574	+10.6%	$146.41K	2,649,050

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