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 2016Sep 30, 2016 | BP BP p.l.c. | Buy | +890,756+21.2% |
Q3 2016Sep 30, 2016 | VOD Vodafone Group Plc | Buy | +870,372+20.8% |
Q3 2016Sep 30, 2016 | EXC Exelon Corporation | Buy | +631,583+15.4% |
Q3 2016Sep 30, 2016 | PFE Pfizer, Inc. | Buy | +625,818+14.0% |
Q3 2016Sep 30, 2016 | C Citigroup, Inc. | Buy | +499,852+14.2% |
Q3 2016Sep 30, 2016 | COF Capital One Financial Corporati | Buy | +383,420+17.0% |
Q3 2016Sep 30, 2016 | BRK-B Berkshire Hathaway Inc. New | Sell | -2,436-0.2% |
Q3 2016Sep 30, 2016 | MSFT Microsoft Corporation | Sell | -3,761-0.1% |
Q3 2016Sep 30, 2016 | GOOGL Alphabet Inc. | Sell | -5,262-2.8% |
Q3 2016Sep 30, 2016 | PG Procter & Gamble Company (The) | Sell | -5,474-0.3% |
Q3 2016Sep 30, 2016 | AER AerCap | Sell | -8,669-0.3% |
Q3 2016Sep 30, 2016 | TTE TotalEnergies SE | Sell | -10,869-0.3% |
Q3 2016Sep 30, 2016 | MRK Merck & Company, Inc. | Sell | -11,682-0.3% |
Q3 2016Sep 30, 2016 | KEYS Keysight Technologies Inc. | Sell | -11,754-0.2% |
Q3 2016Sep 30, 2016 | ORCL Oracle Corporation | Sell | -13,138-0.3% |
Q3 2016Sep 30, 2016 | FLEX Flex | Sell | -31,844-0.3% |
Q3 2016Sep 30, 2016 | CMCSA Comcast Corporation | Sell | -219,215-8.8% |
Q3 2016Sep 30, 2016 | MMC Marsh & McLennan Companies, Inc | Sell | -312,667-15.6% |
Q3 2016Sep 30, 2016 | ADI Analog Devices, Inc. | Sell | -363,615-14.5% |
Q3 2016Sep 30, 2016 | A Agilent Technologies, Inc. | Sell | -415,617-14.4% |
Q3 2016Sep 30, 2016 | IP International Paper Company | Sell | -782,467-20.4% |
Q3 2016Sep 30, 2016 | AMAT Applied Materials, Inc. | Sell | -899,530-15.0% |
Q3 2016Sep 30, 2016 | IVZ Invesco | Sell | -1,012,417-21.1% |
Q3 2016Sep 30, 2016 | TMO Thermo Fisher Scientific Inc | Sell | -1,209,315-54.9% |
Q3 2016Sep 30, 2016 | HPE Hewlett Packard Enterprise Comp | Sell | -1,340,315-15.9% |
Q3 2016Sep 30, 2016 | EQT EQT Corporation | Sell - Position Exit | -1,449,556-100.0% |
Q3 2016Sep 30, 2016 | LOW Lowe's Companies, Inc. | Sell - Position Exit | -1,570,336-100.0% |
Q3 2016Sep 30, 2016 | HOUS Anywhere Real Estate Inc. | Sell - Position Exit | -2,242,112-100.0% |
Q3 2016Sep 30, 2016 | CFG Citizens Financial Group, Inc. | Sell - Position Exit | -2,686,752-100.0% |
Q2 2016Jun 30, 2016 | HPE Hewlett Packard Enterprise Comp | Buy | +1,967,685+30.4% |