Harry Burn - Sound Shore Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 06, 2025 | |
| Total Stocks | 37 | |
| Portfolio Value | $2.85B |
Sound Shore Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.5 years | Style | Average duration positions are maintained |
| Position Count | 66 | Style | Number of active positions in portfolio |
| Position Size | 2.6% | Risk | Typical allocation per position |
| Win Rate | 55.4% | Performance | Percentage of profitable positions |
| Average Return | 5.0% | Performance | Mean return across positions |
| Sharpe Ratio | 0.13 | Performance | Return per unit of risk taken |
Investment Case Study: Cabot Oil & Gas Corporatio (CTRA)
6/30/2020 - 8/4/2025
Performance Metrics
Total Return: 23.57%
Holding Period: 1861 days
Max Position Size: $89,905.00
Position Weight: 2.21%
Key Events
6/30/2020: ENTRY(4,311,416.00 shares) @ $0.02
9/30/2020: DECREASE(-361,800.00 shares) @ $0.02
12/31/2020: INCREASE(378,129.00 shares) @ $0.02
3/31/2021: DECREASE(-267,687.00 shares) @ $0.02
6/30/2021: DECREASE(-27,029.00 shares) @ $0.02
9/30/2021: INCREASE(98,621.00 shares) @ $0.02
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure