Harry Burn Portfolio Holdings

Sound Shore Management Inc

$2.81 Billion
Q2 2025

Sound Shore Management Inc , under direction of Harry Burn has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.81 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Citigroup Inc with a value of $120M, Capital One Financial Corp with a value of $113M, Coterra Energy Inc. with a value of $111M, Pay Pal Holdings, Inc. with a value of $103M, and Csx Corp with a value of $101M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $2.79B to 2.81B.

Below you can find more details about Harry Burn portfolio as well as his latest detailed transactions.

Portfolio value $2.81 Billion

Financial Services: $658 Million

Healthcare: $524 Million

Communication Services: $319 Million

Industrials: $274 Million

Energy: $257 Million

Technology: $244 Million

Consumer Cyclical: $217 Million

Utilities: $171 Million

Other: $145 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
C Citigroup Inc Financial Services	$185B	$120 Million 4.26% of portfolio	1,405,016	Q2 2025 Added 3.47%
COF Capital One Financial Corp Financial Services	$83.2B	$113 Million 4.04% of portfolio	532,945	Q2 2025 Reduced 11.2%
CTRA Coterra Energy Inc. Energy	$19.1B	$111 Million 3.97% of portfolio	4,388,365	Q2 2025 Added 11.84%
PYPL Pay Pal Holdings, Inc. Financial Services	$78.6B	$103 Million 3.67% of portfolio	1,386,566	Q2 2025 Added 11.84%
CSX Csx Corp Industrials	$75.3B	$101 Million 3.61% of portfolio	3,106,993	Q2 2025 Reduced 0.11%
BAC Bank Of America Corp Financial Services	$381B	$99.4 Million 3.54% of portfolio	2,100,071	Q2 2025 New
TEVA Teva Pharmaceutical Industries LTD Healthcare	$18.4B	$98 Million 3.49% of portfolio	5,846,512	Q2 2025 Added 7.23%
WBD Warner Bros. Discovery, Inc. Communication Services	$29.2B	$98 Million 3.49% of portfolio	8,547,238	Q2 2025 New
LUV Southwest Airlines CO Industrials	$18.2B	$92.6 Million 3.3% of portfolio	2,853,951	Q2 2025 Reduced 0.12%
HOLX Hologic Inc Healthcare	$17B	$90.1 Million 3.21% of portfolio	1,382,690	Q2 2025 Reduced 0.07%
FIS Fidelity National Information Services, Inc. Technology	$43.6B	$88.8 Million 3.17% of portfolio	1,091,275	Q2 2025 Reduced 16.07%
FLEX Flex Ltd. Technology	$23.4B	$88.4 Million 3.15% of portfolio	1,770,524	Q2 2025 Added 2.29%
PRGO Perrigo CO PLC Healthcare	$3.1B	$87.8 Million 3.13% of portfolio	3,287,671	Q2 2025 Added 0.08%
PEG Public Service Enterprise Group Inc Utilities	$43.8B	$86.3 Million 3.08% of portfolio	1,025,471	Q2 2025 Added 32.64%
WFC Wells Fargo & Company Financial Services	$302B	$86.5 Million 3.08% of portfolio	1,079,136	Q2 2025 Reduced 13.56%
BAX Baxter International Inc Healthcare	$12.1B	$85.4 Million 3.04% of portfolio	2,821,514	Q2 2025 Reduced 0.16%
AES Aes Corp Utilities	$8.62B	$84.9 Million 3.02% of portfolio	8,067,687	Q2 2025 Added 32.3%
ZBH Zimmer Biomet Holdings, Inc. Healthcare	$21.4B	$84.6 Million 3.01% of portfolio	927,258	Q2 2025 Added 16.13%
DIS Walt Disney CO Communication Services	$207B	$81.8 Million 2.92% of portfolio	659,906	Q2 2025 Reduced 29.19%
HII Huntington Ingalls Industries, Inc. Industrials	$10.7B	$80 Million 2.85% of portfolio	331,511	Q2 2025 New
WTW Willis Towers Watson PLC Financial Services	$36.2B	$78.8 Million 2.81% of portfolio	257,128	Q2 2025 Added 11.45%
KMI Kinder Morgan, Inc. Energy	$59.7B	$77.6 Million 2.77% of portfolio	2,640,982	Q2 2025 Added 10.16%
INCY Incyte Corp Healthcare	$18.2B	$77.6 Million 2.77% of portfolio	1,140,057	Q2 2025 Reduced 23.73%
GOOGL Alphabet Inc. Communication Services	$1.21T	$76.6 Million 2.73% of portfolio	434,674	Q2 2025 New
GM General Motors CO Consumer Cyclical	$76.9B	$75.7 Million 2.7% of portfolio	1,538,799	Q2 2025 Added 57.71%
MHK Mohawk Industries Inc Consumer Cyclical	$7.99B	$71.7 Million 2.56% of portfolio	684,077	Q2 2025 Added 27.71%
IP International Paper CO Consumer Cyclical	$17.2B	$69.2 Million 2.47% of portfolio	1,477,858	Q2 2025 New
EQT Eqt Corp Energy	$18.8B	$67.5 Million 2.41% of portfolio	1,158,073	Q2 2025 New
AMAT Applied Materials Inc Technology	$162B	$66.7 Million 2.38% of portfolio	364,517	Q2 2025 New
ACI Albertsons Companies, Inc. Consumer Defensive	$10.4B	$65.5 Million 2.33% of portfolio	3,046,497	Q2 2025 New
KR Kroger CO Consumer Defensive	$52.6B	$63.7 Million 2.27% of portfolio	888,544	Q2 2025 Reduced 25.78%
MTCH Match Group, Inc. Communication Services	$10.3B	$62.2 Million 2.21% of portfolio	2,012,336	Q2 2025 Reduced 0.09%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$57 Million 2.03% of portfolio	117,348	Q2 2025 Reduced 17.43%
NEM Newmont Corp Basic Materials	$54.7B	$15.3 Million 0.54% of portfolio	261,910	Q2 2025 Reduced 9.09%
Ge Health Care Technologies	-	$0 0.0% of portfolio	-	Q2 2025 Added 9.54%
Barrick Mining Corporation	-	$0 0.0% of portfolio	-	Q2 2025 New

Harry Burn

Harry Burn is the CEO and chief investment officer of Sound Shore Management, a successful investment firm that focuses on value investing. Burn has a reputation for being a skilled and disciplined investor, and has generated strong returns for his clients over the long term.

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Summary

Portfolio
No. of Stocks 36
Current Value $2.81 Billion
Prior Value $2.79 Billion
Filing
Period Q2 2025
Filing Date August 06, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 9 stocks
Additional Purchases 14 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

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