Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q4 2024)
As of Dec 31, 2024, the Sound Shore Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 11, 2025. 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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