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 |
|---|---|---|---|
Q4 2022Dec 31, 2022 | TPX Tempur Sealy International, Inc | Sell | -631,415-23.1% |
Q4 2022Dec 31, 2022 | CLF Cleveland-Cliffs Inc. | Sell | -912,164-18.9% |
Q4 2022Dec 31, 2022 | KMI Kinder Morgan, Inc. | Sell | -995,170-20.6% |
Q4 2022Dec 31, 2022 | BKR Baker Hughes Company | Sell | -1,375,005-37.0% |
Q4 2022Dec 31, 2022 | CTRA Coterra Energy Inc. | Sell - Position Exit | -1,506,901-100.0% |
Q4 2022Dec 31, 2022 | G97822103 Perrigo | Sell - Position Exit | -2,864,433-100.0% |
Q4 2022Dec 31, 2022 | VNT Vontier Corporation | Sell | -3,033,361-99.0% |
Q4 2022Dec 31, 2022 | ELAN Elanco Animal Health Incorporat | Sell - Position Exit | -4,131,801-100.0% |
Q3 2022Sep 30, 2022 | CLF Cleveland-Cliffs Inc. | Buy - Position Entry | +4,829,215 |
Q3 2022Sep 30, 2022 | BKR Baker Hughes Company | Buy | +1,439,805+63.4% |
Q3 2022Sep 30, 2022 | MU Micron Technology, Inc. | Buy - Position Entry | +1,009,619 |
Q3 2022Sep 30, 2022 | PFE Pfizer, Inc. | Buy | +555,152+46.0% |
Q3 2022Sep 30, 2022 | GOOGL Alphabet Inc. | Buy | +486,857+1908.9% |
Q3 2022Sep 30, 2022 | HII Huntington Ingalls Industries, | Buy - Position Entry | +242,655 |
Q3 2022Sep 30, 2022 | FRCB First Republic Bank (San Franci | Buy | +212,520+53.9% |
Q3 2022Sep 30, 2022 | GM General Motors Company | Buy | +197,654+10.6% |
Q3 2022Sep 30, 2022 | COF Capital One Financial Corporati | Buy | +196,081+28.3% |
Q3 2022Sep 30, 2022 | KMI Kinder Morgan, Inc. | Buy | +146,613+3.1% |
Q3 2022Sep 30, 2022 | BRK-B Berkshire Hathaway Inc. New | Buy | +80,707+33.3% |
Q3 2022Sep 30, 2022 | ELAN Elanco Animal Health Incorporat | Buy | +75,315+1.9% |
Q3 2022Sep 30, 2022 | WFC Wells Fargo & Company | Buy | +44,384+1.7% |
Q3 2022Sep 30, 2022 | G97822103 Perrigo | Buy | +28,151+1.0% |
Q3 2022Sep 30, 2022 | BAC Bank of America Corporation | Buy | +27,134+1.7% |
Q3 2022Sep 30, 2022 | CAG ConAgra Brands, Inc. | Buy | +16,872+0.8% |
Q3 2022Sep 30, 2022 | OGN Organon & Co. | Buy | +14,519+0.6% |
Q3 2022Sep 30, 2022 | FDX FedEx Corporation | Buy | +14,075+4.6% |
Q3 2022Sep 30, 2022 | VST Vistra Corp. | Buy | +13,771+0.3% |
Q3 2022Sep 30, 2022 | ORCL Oracle Corporation | Buy | +9,831+0.7% |
Q3 2022Sep 30, 2022 | PVH PVH Corp. | Buy | +7,226+0.4% |
Q3 2022Sep 30, 2022 | HOLX Hologic, Inc. | Buy | +6,067+0.6% |