Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q4 2015)

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 Dec 31, 2015. 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 Q4 2015, the filing reported:

New Buys - EQT Corporation, Alphabet Inc., Alphabet Inc., TotalEnergies SE

Increases - Analog Devices, Inc., BP p.l.c., Exelon Corporation, International Paper Company, Invesco, and 4 more

Reductions - Agilent Technologies, Inc., AerCap, American International Group, I, Applied Materials, Inc., Bank of America Corporation, and 13 more

Complete Exits - CVS Health Corporation

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
Q4 2015	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-87,896	-2.1%	$167.59K	4,008,494
Q4 2015	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+492,943	+23.3%	$144.42K	2,610,632
Q4 2015	AER AerCap	AerCap	Sell	-212,985	-6.1%	$142.67K	3,305,676
Q4 2015	AIG American International Group, I	American International Group, I	Sell	-617,217	-20.3%	$150.52K	2,428,892
Q4 2015	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-787,645	-7.7%	$175.96K	9,424,570
Q4 2015	BAC Bank of America Corporation	Bank of America Corporation	Sell	-1,088,674	-9.7%	$170.80K	10,148,439
Q4 2015	BP BP p.l.c.	BP p.l.c.	Buy	+237,911	+5.1%	$152.75K	4,886,554
Q4 2015	C Citigroup, Inc.	Citigroup, Inc.	Sell	-3,472	-0.1%	$175.20K	3,385,445
Q4 2015	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Sell	-414,278	-6.1%	$165.88K	6,333,881
Q4 2015	CMCSA Comcast Corporation	Comcast Corporation	Sell	-443	-0.0%	$162.22K	2,874,719
Q4 2015	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-2,612	-0.1%	$168.40K	2,333,045
Q4 2015	CVS CVS Health Corporation	CVS Health Corporation	Sell - Position Exit	-1,320,493	-100.0%	$0.00	-
Q4 2015	EQT EQT Corporation	EQT Corporation	Buy - Position Entry	+3,007,561	-	$156.78K	3,007,561
Q4 2015	EXC Exelon Corporation	Exelon Corporation	Buy	+1,609,370	+42.9%	$148.90K	5,361,957
Q4 2015	FLEX Flex	Flex	Sell	-491,748	-3.5%	$149.82K	13,364,547
Q4 2015	GOOG Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+415	-	$315.00	415
Q4 2015	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+187,308	-	$145.73K	187,308
Q4 2015	HOUS Anywhere Real Estate Inc.	Anywhere Real Estate Inc.	Sell	-363,649	-9.0%	$134.81K	3,676,335
Q4 2015	IP International Paper Company	International Paper Company	Buy	+402,110	+10.9%	$154.86K	4,107,658
Q4 2015	IVZ Invesco	Invesco	Buy	+3,764	+0.1%	$156.60K	4,677,557
Q4 2015	KEYS Keysight Technologies Inc.	Keysight Technologies Inc.	Buy	+763,751	+17.1%	$148.21K	5,231,621
Q4 2015	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-288,550	-15.4%	$120.94K	1,590,460
Q4 2015	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Buy	+24,752	+0.9%	$156.31K	2,818,978
Q4 2015	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+4,192	+0.1%	$180.48K	3,416,961
Q4 2015	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-5,341	-0.2%	$182.21K	3,284,272
Q4 2015	ORCL Oracle Corporation	Oracle Corporation	Sell	-2,348	-0.0%	$175.21K	4,796,334
Q4 2015	PG Procter & Gamble Company (The)	Procter & Gamble Company (The)	Sell	-71,114	-3.6%	$152.31K	1,918,059
Q4 2015	SNY Sanofi	Sanofi	Buy	+145,775	+4.3%	$152.25K	3,569,654
Q4 2015	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-128,041	-8.5%	$194.43K	1,370,684
Q4 2015	TTE TotalEnergies SE	TotalEnergies SE	Buy - Position Entry	+23,300	-	$1.05K	23,300

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