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
Reductions – Hologic, Inc. (HOLX), Match Group, Inc. (MTCH), Southwest Airlines Company (LUV), CSX Corporation (CSX), Baxter International Inc. (BAX), and 8 more
Complete Exits – Check Point (CHKP), NXP Semiconductors (N6596X109), Lennar Corporation (LEN), EOG Resources, Inc. (EOG), PVH Corp. (PVH), and 5 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Balances
Holdings
Activity
Options
Allocation
Strategy

Sound Shore Management Activity

DateSymbolTypeQuantity
Q3 2020Sep 30, 2020
MS
Morgan Stanley
Sell
-215,519-8.8%
Q3 2020Sep 30, 2020
BRK-B
Berkshire Hathaway Inc. New
Sell
-227,744-34.2%
Q3 2020Sep 30, 2020
C
Citigroup, Inc.
Sell
-272,500-10.9%
Q3 2020Sep 30, 2020
WHR
Whirlpool Corporation
Sell
-320,413-45.9%
Q3 2020Sep 30, 2020
ORCL
Oracle Corporation
Sell
-330,424-12.5%
Q3 2020Sep 30, 2020
HSIC
Henry Schein, Inc.
Sell
-338,787-23.6%
Q3 2020Sep 30, 2020
CTRA
Coterra Energy Inc.
Sell
-361,800-8.4%
Q3 2020Sep 30, 2020
MRK
Merck & Company, Inc.
Sell
-441,055-29.6%
Q3 2020Sep 30, 2020
LEN
Lennar Corporation
Sell
-510,881-35.6%
Q3 2020Sep 30, 2020
BAC
Bank of America Corporation
Sell
-529,900-10.4%
Q3 2020Sep 30, 2020
PFE
Pfizer, Inc.
Sell
-784,172-22.6%
Q3 2020Sep 30, 2020
CMCSA
Comcast Corporation
Sell
-802,208-25.1%
Q3 2020Sep 30, 2020
ELAN
Elanco Animal Health Incorporat
Sell
-1,154,646-28.0%
Q3 2020Sep 30, 2020
VZ
Verizon Communications Inc.
Sell
-1,261,927-98.7%
Q3 2020Sep 30, 2020
MDLZ
Mondelez International, Inc.
Sell - Position Exit
-1,606,857-100.0%
Q2 2020Jun 30, 2020
CTRA
Coterra Energy Inc.
Buy - Position Entry
+4,311,416
Q2 2020Jun 30, 2020
BAC
Bank of America Corporation
Buy
+1,686,183+49.2%
Q2 2020Jun 30, 2020
MGA
Magna International, Inc.
Buy - Position Entry
+1,515,921
Q2 2020Jun 30, 2020
XRAY
DENTSPLY SIRONA Inc.
Buy - Position Entry
+1,491,745
Q2 2020Jun 30, 2020
WAB
Westinghouse Air Brake Technolo
Buy - Position Entry
+1,241,177
Q2 2020Jun 30, 2020
BX
Blackstone Inc.
Buy - Position Entry
+967,232
Q2 2020Jun 30, 2020
C
Citigroup, Inc.
Buy
+853,193+52.0%
Q2 2020Jun 30, 2020
WHR
Whirlpool Corporation
Buy - Position Entry
+698,458
Q2 2020Jun 30, 2020
CB
Chubb Limited
Buy - Position Entry
+657,217
Q2 2020Jun 30, 2020
COF
Capital One Financial Corporati
Buy
+462,431+38.4%
Q2 2020Jun 30, 2020
HSIC
Henry Schein, Inc.
Buy
+350,379+32.2%
Q2 2020Jun 30, 2020
ELAN
Elanco Animal Health Incorporat
Buy
+316,626+8.3%
Q2 2020Jun 30, 2020
ORCL
Oracle Corporation
Buy
+254,574+10.6%
Q2 2020Jun 30, 2020
ETN
Eaton
Buy
+160,834+20.3%
Q2 2020Jun 30, 2020
PFE
Pfizer, Inc.
Buy
+115,904+3.4%
Page 27 of 60 • 1799 total trades
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