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 2024Dec 31, 2024 | CSX CSX Corporation | Buy - Position Entry | +2,101,785 |
Q4 2024Dec 31, 2024 | BMY Bristol-Myers Squibb Company | Buy - Position Entry | +1,373,687 |
Q4 2024Dec 31, 2024 | C Citigroup, Inc. | Buy - Position Entry | +1,226,512 |
Q4 2024Dec 31, 2024 | MTCH Match Group, Inc. | Buy - Position Entry | +1,221,715 |
Q4 2024Dec 31, 2024 | AVTR Avantor, Inc. | Buy | +1,159,426+32.9% |
Q4 2024Dec 31, 2024 | ZBH Zimmer Biomet Holdings, Inc. | Buy - Position Entry | +771,063 |
Q4 2024Dec 31, 2024 | INCY Incyte Corporation | Buy | +595,741+98.4% |
Q4 2024Dec 31, 2024 | EOG EOG Resources, Inc. | Buy - Position Entry | +512,884 |
Q4 2024Dec 31, 2024 | N6596X109 NXP Semiconductors | Buy | +173,360+66.7% |
Q4 2024Dec 31, 2024 | CHKP Check Point | Buy | +142,328+42.3% |
Q4 2024Dec 31, 2024 | NEM Newmont Corporation | Buy | +99,910+59.8% |
Q4 2024Dec 31, 2024 | LEN Lennar Corporation | Buy | +42,949+12.2% |
Q4 2024Dec 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | +27,698+21.1% |
Q4 2024Dec 31, 2024 | FDX FedEx Corporation | Buy | +27,444+12.8% |
Q4 2024Dec 31, 2024 | GEHC GE HealthCare Technologies Inc. | Buy | +19,208+2.5% |
Q4 2024Dec 31, 2024 | G97822103 Perrigo | Buy | +9,868+0.4% |
Q4 2024Dec 31, 2024 | PYPL PayPal Holdings, Inc. | Sell | -19,296-1.8% |
Q4 2024Dec 31, 2024 | COF Capital One Financial Corporati | Sell | -21,099-2.9% |
Q4 2024Dec 31, 2024 | CF CF Industries Holdings, Inc. | Sell | -22,546-2.6% |
Q4 2024Dec 31, 2024 | WTW Willis Towers Watson | Sell | -42,806-12.6% |
Q4 2024Dec 31, 2024 | HOLX Hologic, Inc. | Sell | -46,739-4.6% |
Q4 2024Dec 31, 2024 | CTRA Coterra Energy Inc. | Sell | -74,554-1.9% |
Q4 2024Dec 31, 2024 | PVH PVH Corp. | Sell | -105,756-10.7% |
Q4 2024Dec 31, 2024 | ELV Elevance Health, Inc. | Sell - Position Exit | -119,497-100.0% |
Q4 2024Dec 31, 2024 | KR Kroger Company (The) | Sell | -163,025-11.0% |
Q4 2024Dec 31, 2024 | FIS Fidelity National Information S | Sell | -171,449-15.3% |
Q4 2024Dec 31, 2024 | OGN Organon & Co. | Sell | -172,426-3.4% |
Q4 2024Dec 31, 2024 | DIS Walt Disney Company (The) | Sell | -174,930-18.4% |
Q4 2024Dec 31, 2024 | BBWI Bath & Body Works, Inc. | Sell | -216,378-8.8% |
Q4 2024Dec 31, 2024 | WFC Wells Fargo & Company | Sell | -219,396-12.4% |