Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Feb 11, 2025, the Sound Shore Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. 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 2024, the filing reported:
New Buys - The AES Corporation, Baxter International Inc., Bristol-Myers Squibb Company, Citigroup, Inc., CSX Corporation, and 4 more
Increases - Avantor, Inc., Berkshire Hathaway Inc. New, Check Point, FedEx Corporation, Perrigo, and 5 more
Reductions - Bath & Body Works, Inc., Baker Hughes Company, CF Industries Holdings, Inc., Capital One Financial Corporati, Coterra Energy Inc., and 16 more
Complete Exits - Cardinal Health, Inc., Centene Corporation, CVS Health Corporation, Elevance Health, Inc., Huntington Ingalls Industries, , and 4 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2024
|
AES
The AES Corporation
|
Buy - Position Entry |
+5,367,768
|
|
Q4 2024
|
AVTR
Avantor, Inc.
|
Buy |
+1,159,426
|
|
Q4 2024
|
BAX
Baxter International Inc.
|
Buy - Position Entry |
+2,484,581
|
|
Q4 2024
|
BBWI
Bath & Body Works, Inc.
|
Sell |
-216,378
|
|
Q4 2024
|
BKR
Baker Hughes Company
|
Sell |
-379,002
|
|
Q4 2024
|
BMY
Bristol-Myers Squibb Company
|
Buy - Position Entry |
+1,373,687
|
|
Q4 2024
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+27,698
|
|
Q4 2024
|
C
Citigroup, Inc.
|
Buy - Position Entry |
+1,226,512
|
|
Q4 2024
|
CAH
Cardinal Health, Inc.
|
Sell - Position Exit |
-553,413
|
|
Q4 2024
|
CF
CF Industries Holdings, Inc.
|
Sell |
-22,546
|
|
Q4 2024
|
CHKP
Check Point
|
Buy |
+142,328
|
|
Q4 2024
|
CNC
Centene Corporation
|
Sell - Position Exit |
-836,674
|
|
Q4 2024
|
COF
Capital One Financial Corporati
|
Sell |
-21,099
|
|
Q4 2024
|
CSX
CSX Corporation
|
Buy - Position Entry |
+2,101,785
|
|
Q4 2024
|
CTRA
Coterra Energy Inc.
|
Sell |
-74,554
|
|
Q4 2024
|
CVS
CVS Health Corporation
|
Sell - Position Exit |
-1,140,812
|
|
Q4 2024
|
DIS
Walt Disney Company (The)
|
Sell |
-174,930
|
|
Q4 2024
|
ELV
Elevance Health, Inc.
|
Sell - Position Exit |
-119,497
|
|
Q4 2024
|
EOG
EOG Resources, Inc.
|
Buy - Position Entry |
+512,884
|
|
Q4 2024
|
FDX
FedEx Corporation
|
Buy |
+27,444
|
|
Q4 2024
|
FIS
Fidelity National Information S
|
Sell |
-171,449
|
|
Q4 2024
|
FLEX
Flex
|
Sell |
-531,476
|
|
Q4 2024
|
G97822103
Perrigo
|
Buy |
+9,868
|
|
Q4 2024
|
GEHC
GE HealthCare Technologies Inc.
|
Buy |
+19,208
|
|
Q4 2024
|
GM
General Motors Company
|
Sell |
-1,059,744
|
|
Q4 2024
|
GOLD
Barrick Gold Corporation
|
Sell |
-521,090
|
|
Q4 2024
|
HII
Huntington Ingalls Industries,
|
Sell - Position Exit |
-234,904
|
|
Q4 2024
|
HOLX
Hologic, Inc.
|
Sell |
-46,739
|
|
Q4 2024
|
INCY
Incyte Corporation
|
Buy |
+595,741
|
|
Q4 2024
|
KHC
The Kraft Heinz Company
|
Sell - Position Exit |
-1,937,267
|
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