Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q4 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Chevron Corporation, Oracle Corporation, Paramount Global, Pfizer, Inc.

Increases - BP p.l.c., Elanco Animal Health Incorporat, Perrigo

Reductions - American International Group, I, Applied Materials, Inc., Bank of America Corporation, Berkshire Hathaway Inc. New, Citigroup, Inc., and 22 more

Complete Exits - Mohawk Industries, Inc., nVent Electric

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 2019	AIG American International Group, I	American International Group, I	Sell	-478,606	-15.0%	$139.01K	2,708,096
Q4 2019	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-1,737,107	-48.3%	$113.38K	1,857,435
Q4 2019	BAC Bank of America Corporation	Bank of America Corporation	Sell	-753,453	-17.2%	$127.56K	3,621,839
Q4 2019	BP BP p.l.c.	BP p.l.c.	Buy	+3,400	+13.7%	$1.06K	28,150
Q4 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-214,448	-21.4%	$178.23K	786,902
Q4 2019	C Citigroup, Inc.	Citigroup, Inc.	Sell	-479,021	-18.6%	$167.48K	2,096,416
Q4 2019	CB Chubb Limited	Chubb Limited	Sell	-89,825	-15.0%	$79.42K	510,215
Q4 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-1,228,398	-31.5%	$120.28K	2,674,652
Q4 2019	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-474,928	-20.4%	$190.73K	1,853,346
Q4 2019	CVX Chevron Corporation	Chevron Corporation	Buy - Position Entry	+931,377	-	$112.24K	931,377
Q4 2019	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-566,652	-18.8%	$143.20K	2,448,661
Q4 2019	ELAN Elanco Animal Health Incorporat	Elanco Animal Health Incorporat	Buy	+91,580	+2.6%	$105.08K	3,568,060
Q4 2019	EQT EQT Corporation	EQT Corporation	Sell	-1,344,063	-15.4%	$80.31K	7,368,074
Q4 2019	ETN Eaton	Eaton	Sell	-349,633	-20.6%	$127.79K	1,349,137
Q4 2019	G97822103 Perrigo	Perrigo	Buy	+25,865	+1.0%	$140.97K	2,728,823
Q4 2019	GM General Motors Company	General Motors Company	Sell	-67,926	-1.9%	$131.76K	3,599,921
Q4 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-19,503	-20.6%	$100.86K	75,304
Q4 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-1,326,857	-19.6%	$101.83K	5,439,457
Q4 2019	LEN Lennar Corporation	Lennar Corporation	Sell	-1,126,691	-35.6%	$113.75K	2,038,818
Q4 2019	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-329,711	-17.8%	$83.72K	1,520,007
Q4 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell - Position Exit	-641,036	-100.0%	$0.00	-
Q4 2019	MMC Marsh & McLennan Companies, Inc	Marsh & McLennan Companies, Inc	Sell	-212,697	-20.4%	$92.57K	830,907
Q4 2019	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-111,857	-6.7%	$142.53K	1,567,103
Q4 2019	MS Morgan Stanley	Morgan Stanley	Sell	-723,670	-17.2%	$177.62K	3,474,627
Q4 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-140,289	-18.8%	$95.66K	606,599
Q4 2019	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-486,190	-32.2%	$130.52K	1,025,629
Q4 2019	NVT nVent Electric	nVent Electric	Sell - Position Exit	-4,486,319	-100.0%	$0.00	-
Q4 2019	ORCL Oracle Corporation	Oracle Corporation	Buy - Position Entry	+2,150,785	-	$113.95K	2,150,785
Q4 2019	PARA Paramount Global	Paramount Global	Buy - Position Entry	+2,397,548	-	$100.62K	2,397,548
Q4 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Buy - Position Entry	+2,288,563	-	$89.67K	2,288,563

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