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 |
|---|---|---|---|
Q3 2017Sep 30, 2017 | IP International Paper Company | Buy | +263,372+7.8% |
Q3 2017Sep 30, 2017 | MRK Merck & Company, Inc. | Buy | +211,247+6.7% |
Q3 2017Sep 30, 2017 | C Citigroup, Inc. | Buy | +176,310+5.1% |
Q3 2017Sep 30, 2017 | DAL Delta Air Lines, Inc. | Buy | +24,687+0.8% |
Q3 2017Sep 30, 2017 | GOOGL Alphabet Inc. | Sell | -2,690-1.8% |
Q3 2017Sep 30, 2017 | EXC Exelon Corporation | Sell | -6,036-0.2% |
Q3 2017Sep 30, 2017 | TMO Thermo Fisher Scientific Inc | Sell | -19,079-1.7% |
Q3 2017Sep 30, 2017 | G7S00T104 Pentair | Sell | -39,331-1.7% |
Q3 2017Sep 30, 2017 | WMT Walmart Inc. | Sell | -39,690-1.7% |
Q3 2017Sep 30, 2017 | BRK-B Berkshire Hathaway Inc. New | Sell | -46,506-4.5% |
Q3 2017Sep 30, 2017 | TTE TotalEnergies SE | Sell | -71,759-1.9% |
Q3 2017Sep 30, 2017 | BP BP p.l.c. | Sell | -73,491-1.8% |
Q3 2017Sep 30, 2017 | KEYS Keysight Technologies Inc. | Sell | -79,264-1.8% |
Q3 2017Sep 30, 2017 | VOD Vodafone Group Plc | Sell | -96,807-1.8% |
Q3 2017Sep 30, 2017 | HPE Hewlett Packard Enterprise Comp | Sell | -103,216-1.1% |
Q3 2017Sep 30, 2017 | MMC Marsh & McLennan Companies, Inc | Sell | -174,656-10.2% |
Q3 2017Sep 30, 2017 | AMAT Applied Materials, Inc. | Sell | -278,526-8.2% |
Q3 2017Sep 30, 2017 | OXY Occidental Petroleum Corporatio | Sell | -283,127-8.4% |
Q3 2017Sep 30, 2017 | ADI Analog Devices, Inc. | Sell | -389,110-16.3% |
Q3 2017Sep 30, 2017 | COF Capital One Financial Corporati | Sell | -396,868-14.4% |
Q3 2017Sep 30, 2017 | MSFT Microsoft Corporation | Sell | -540,358-19.5% |
Q3 2017Sep 30, 2017 | CMCSA Comcast Corporation | Sell | -643,173-16.4% |
Q3 2017Sep 30, 2017 | IVZ Invesco | Sell | -1,755,500-39.8% |
Q3 2017Sep 30, 2017 | WBA Walgreens Boots Alliance, Inc. | Sell - Position Exit | -2,278,874-100.0% |
Q2 2017Jun 30, 2017 | DAL Delta Air Lines, Inc. | Buy - Position Entry | +2,944,241 |
Q2 2017Jun 30, 2017 | GT The Goodyear Tire & Rubber Comp | Buy - Position Entry | +2,900,356 |
Q2 2017Jun 30, 2017 | AR Antero Resources Corporation | Buy | +1,697,858+22.0% |
Q2 2017Jun 30, 2017 | FLEX Flex | Buy | +1,571,754+17.9% |
Q2 2017Jun 30, 2017 | HPE Hewlett Packard Enterprise Comp | Buy | +1,301,201+15.6% |
Q2 2017Jun 30, 2017 | BAC Bank of America Corporation | Buy | +970,852+12.0% |