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 2018Dec 31, 2018 | COMM CommScope Holding Company, Inc. | Sell - Position Exit | -1,782,877-100.0% |
Q4 2018Dec 31, 2018 | MET MetLife, Inc. | Sell - Position Exit | -1,998,339-100.0% |
Q4 2018Dec 31, 2018 | PFE Pfizer, Inc. | Sell | -2,045,649-38.3% |
Q4 2018Dec 31, 2018 | G7S00T104 Pentair | Sell - Position Exit | -3,095,282-100.0% |
Q4 2018Dec 31, 2018 | IP International Paper Company | Sell - Position Exit | -3,550,651-100.0% |
Q3 2018Sep 30, 2018 | COMM CommScope Holding Company, Inc. | Buy - Position Entry | +1,782,877 |
Q3 2018Sep 30, 2018 | GT The Goodyear Tire & Rubber Comp | Buy | +1,297,633+22.3% |
Q3 2018Sep 30, 2018 | VOD Vodafone Group Plc | Buy | +1,016,176+20.1% |
Q3 2018Sep 30, 2018 | SLB Schlumberger N.V. | Buy - Position Entry | +1,015,190 |
Q3 2018Sep 30, 2018 | EQT EQT Corporation | Buy | +849,087+26.4% |
Q3 2018Sep 30, 2018 | AIG American International Group, I | Buy | +743,575+21.3% |
Q3 2018Sep 30, 2018 | AMAT Applied Materials, Inc. | Buy | +549,406+19.7% |
Q3 2018Sep 30, 2018 | NVT nVent Electric | Buy | +289,201+6.2% |
Q3 2018Sep 30, 2018 | MMC Marsh & McLennan Companies, Inc | Buy | +204,044+12.7% |
Q3 2018Sep 30, 2018 | ETN Eaton | Buy | +177,629+10.9% |
Q3 2018Sep 30, 2018 | G7S00T104 Pentair | Buy | +152,601+5.2% |
Q3 2018Sep 30, 2018 | WMT Walmart Inc. | Buy | +68,397+3.6% |
Q3 2018Sep 30, 2018 | SABR Sabre Corporation | Buy | +32,559+0.4% |
Q3 2018Sep 30, 2018 | TTE TotalEnergies SE | Buy | +24,786+0.9% |
Q3 2018Sep 30, 2018 | GOOGL Alphabet Inc. | Sell | -20,083-13.7% |
Q3 2018Sep 30, 2018 | BP BP p.l.c. | Sell | -21,112-51.2% |
Q3 2018Sep 30, 2018 | BRK-B Berkshire Hathaway Inc. New | Sell | -27,994-2.7% |
Q3 2018Sep 30, 2018 | TMO Thermo Fisher Scientific Inc | Sell | -28,378-4.0% |
Q3 2018Sep 30, 2018 | DAL Delta Air Lines, Inc. | Sell | -30,734-1.1% |
Q3 2018Sep 30, 2018 | MSFT Microsoft Corporation | Sell | -72,166-4.6% |
Q3 2018Sep 30, 2018 | CB Chubb Limited | Sell | -87,000-5.9% |
Q3 2018Sep 30, 2018 | COF Capital One Financial Corporati | Sell | -104,408-4.9% |
Q3 2018Sep 30, 2018 | IP International Paper Company | Sell | -114,054-3.1% |
Q3 2018Sep 30, 2018 | C Citigroup, Inc. | Sell | -165,238-4.5% |
Q3 2018Sep 30, 2018 | PFE Pfizer, Inc. | Sell | -204,653-3.7% |