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 2017Dec 31, 2017 | MRK Merck & Company, Inc. | Buy | +286,096+8.5% |
Q4 2017Dec 31, 2017 | G7S00T104 Pentair | Buy | +256,520+11.3% |
Q4 2017Dec 31, 2017 | FLEX Flex | Buy | +149,365+1.3% |
Q4 2017Dec 31, 2017 | ORCL Oracle Corporation | Buy | +59,276+1.6% |
Q4 2017Dec 31, 2017 | COF Capital One Financial Corporati | Buy | +28,984+1.2% |
Q4 2017Dec 31, 2017 | TTE TotalEnergies SE | Buy | +19,879+0.5% |
Q4 2017Dec 31, 2017 | MMC Marsh & McLennan Companies, Inc | Buy | +11,505+0.7% |
Q4 2017Dec 31, 2017 | GOOGL Alphabet Inc. | Buy | +1,783+1.2% |
Q4 2017Dec 31, 2017 | BRK-B Berkshire Hathaway Inc. New | Sell | -20,663-2.1% |
Q4 2017Dec 31, 2017 | C Citigroup, Inc. | Sell | -27,494-0.8% |
Q4 2017Dec 31, 2017 | AMAT Applied Materials, Inc. | Sell | -65,074-2.1% |
Q4 2017Dec 31, 2017 | BAC Bank of America Corporation | Sell | -85,838-0.8% |
Q4 2017Dec 31, 2017 | TMO Thermo Fisher Scientific Inc | Sell | -105,505-9.7% |
Q4 2017Dec 31, 2017 | BP BP p.l.c. | Sell | -132,808-3.3% |
Q4 2017Dec 31, 2017 | OXY Occidental Petroleum Corporatio | Sell | -145,684-4.7% |
Q4 2017Dec 31, 2017 | MSFT Microsoft Corporation | Sell | -230,935-10.4% |
Q4 2017Dec 31, 2017 | WMT Walmart Inc. | Sell | -328,561-14.7% |
Q4 2017Dec 31, 2017 | KEYS Keysight Technologies Inc. | Sell | -445,891-10.3% |
Q4 2017Dec 31, 2017 | EXC Exelon Corporation | Sell | -484,286-12.8% |
Q4 2017Dec 31, 2017 | ADI Analog Devices, Inc. | Sell - Position Exit | -1,991,215-100.0% |
Q4 2017Dec 31, 2017 | IVZ Invesco | Sell - Position Exit | -2,655,103-100.0% |
Q4 2017Dec 31, 2017 | CMCSA Comcast Corporation | Sell - Position Exit | -3,272,421-100.0% |
Q4 2017Dec 31, 2017 | HPE Hewlett Packard Enterprise Comp | Sell - Position Exit | -9,528,965-100.0% |
Q3 2017Sep 30, 2017 | GT The Goodyear Tire & Rubber Comp | Buy | +1,123,573+38.7% |
Q3 2017Sep 30, 2017 | BAC Bank of America Corporation | Buy | +1,092,839+12.1% |
Q3 2017Sep 30, 2017 | CB Chubb Limited | Buy - Position Entry | +971,453 |
Q3 2017Sep 30, 2017 | FLEX Flex | Buy | +742,921+7.2% |
Q3 2017Sep 30, 2017 | PFE Pfizer, Inc. | Buy | +584,198+12.3% |
Q3 2017Sep 30, 2017 | AR Antero Resources Corporation | Buy | +526,500+5.6% |
Q3 2017Sep 30, 2017 | ORCL Oracle Corporation | Buy | +282,421+8.0% |