Harry Burn – Sound Shore Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Sound Shore Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 06, 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 Q2 2025, the filing reported:
New Buys – Warner Bros. Discovery, Inc. - (WBD), Barrick Gold (B), Albertsons Companies, Inc. (ACI), Bank of America Corporation (BAC), International Paper Company (IP), and 4 more
Increases – The AES Corporation (AES), General Motors Company (GM), Coterra Energy Inc. (CTRA), Teva Pharmaceutical Industries (TEVA), Public Service Enterprise Group (PEG), and 9 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Sound Shore Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2023Sep 30, 2023 | PFE Pfizer, Inc. | Sell | -126,900-7.1% |
Q3 2023Sep 30, 2023 | N6596X109 NXP Semiconductors | Sell | -171,799-33.4% |
Q3 2023Sep 30, 2023 | CSCO Cisco Systems, Inc. | Sell | -303,972-23.0% |
Q3 2023Sep 30, 2023 | OGN Organon & Co. | Sell | -320,640-8.5% |
Q3 2023Sep 30, 2023 | CEG Constellation Energy Corporatio | Sell | -379,984-41.7% |
Q3 2023Sep 30, 2023 | CLF Cleveland-Cliffs Inc. | Sell | -491,796-11.7% |
Q3 2023Sep 30, 2023 | BKR Baker Hughes Company | Sell | -526,483-24.9% |
Q3 2023Sep 30, 2023 | RHI Robert Half Inc. | Sell - Position Exit | -715,537-100.0% |
Q3 2023Sep 30, 2023 | FLEX Flex | Sell | -914,170-19.6% |
Q3 2023Sep 30, 2023 | RHHBY Roche Holding Ltd | Sell - Position Exit | -1,437,613-100.0% |
Q3 2023Sep 30, 2023 | VST Vistra Corp. | Sell | -1,528,054-34.8% |
Q2 2023Jun 30, 2023 | RHHBY Roche Holding Ltd | Buy - Position Entry | +1,437,613 |
Q2 2023Jun 30, 2023 | FIS Fidelity National Information S | Buy - Position Entry | +1,050,900 |
Q2 2023Jun 30, 2023 | OGN Organon & Co. | Buy | +444,972+13.3% |
Q2 2023Jun 30, 2023 | CLF Cleveland-Cliffs Inc. | Buy | +359,754+9.4% |
Q2 2023Jun 30, 2023 | ADI Analog Devices, Inc. | Buy - Position Entry | +342,209 |
Q2 2023Jun 30, 2023 | CSCO Cisco Systems, Inc. | Buy | +265,159+25.1% |
Q2 2023Jun 30, 2023 | CNC Centene Corporation | Buy | +170,750+19.9% |
Q2 2023Jun 30, 2023 | ELV Elevance Health, Inc. | Buy - Position Entry | +117,387 |
Q2 2023Jun 30, 2023 | MRK Merck & Company, Inc. | Buy | +81,465+12.2% |
Q2 2023Jun 30, 2023 | KHC The Kraft Heinz Company | Buy | +75,882+5.4% |
Q2 2023Jun 30, 2023 | FDX FedEx Corporation | Buy | +44,589+15.9% |
Q2 2023Jun 30, 2023 | HII Huntington Ingalls Industries, | Buy | +23,881+7.0% |
Q2 2023Jun 30, 2023 | BA Boeing Company (The) | Buy | +7,903+2.4% |
Q2 2023Jun 30, 2023 | RHI Robert Half Inc. | Sell | -8,614-1.2% |
Q2 2023Jun 30, 2023 | COF Capital One Financial Corporati | Sell | -11,783-1.3% |
Q2 2023Jun 30, 2023 | GEHC GE HealthCare Technologies Inc. | Sell | -12,166-1.2% |
Q2 2023Jun 30, 2023 | CEG Constellation Energy Corporatio | Sell | -13,240-1.4% |
Q2 2023Jun 30, 2023 | N6596X109 NXP Semiconductors | Sell | -17,691-3.3% |
Q2 2023Jun 30, 2023 | HOLX Hologic, Inc. | Sell | -18,426-2.8% |