Rating #58
Harry Burn
Sound Shore Management
Portfolio value
Stocks
Performance
1 Year
+12.47%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Harry Burn’s Portfolio: Q3 2025
Top10 stocks: 31.96% of the portfolio
Harry Burn’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
2.42ppt
0.60ppt
1.04ppt
0.01ppt
0.44ppt
0.27ppt
-0.31ppt
-0.08ppt
0.43ppt
0.02ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  CHKP | +100.00% | $201.52 | $71.20M | 2.42ppt | |
2  ACI | +60.91% | $19.61 | $36.39M | 0.60ppt | |
+52.74% | $484.36 | $29.98M | 1.04ppt | ||
4  FIS | +27.68% | $72.92 | $22.02M | 0.01ppt | |
5  EQT | +31.84% | $52.83 | $19.48M | 0.44ppt | |
6  GEHC | +14.62% | $74.59 | $9.33M | 0.27ppt | |
7  PRGO | +11.05% | $24.45 | $8.88M | -0.31ppt | |
8  DIS | +8.35% | $117.78 | $6.49M | -0.08ppt | |
9  AMAT | +9.53% | $181.44 | $6.30M | 0.43ppt | |
10  IP | +4.98% | $48.84 | $3.59M | 0.02ppt |
Harry Burn’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  TEVA | Pharmaceutical Pres | $11.27 | -3.40% | 5.65M | $114.08M | 3.77% 0.43ppt | 0.49% | 9 Quarters | Q3 2025 | |
2  C | National Banks | $70.94 | -29.61% | 988.93K | $100.38M | 3.32% -0.76ppt | 0.05% | 4 Quarters | Q3 2025 | |
3  CTRA | Crude Oil & Gas | $24.10 | -3.34% | 4.24M | $100.32M | 3.32% -0.48ppt | 0.56% | 5 Quarters | Q3 2025 | |
4  COF | National Banks | $82.24 | -14.20% | 457.29K | $97.21M | 3.21% -0.65ppt | 0.10% | 50 Quarters | Q3 2025 | |
5  BAC | National Banks | $47.32 | -10.49% | 1.88M | $96.97M | 3.21% -0.18ppt | 0.02% | 2 Quarters | Q3 2025 | |
6  QCOM | Broadcasting Equipment | $166.36 | +100.00% | 568.45K | $94.57M | 3.13% 3.13ppt | 0.05% | 1 Quarter | Q3 2025 | |
7 FIS | Other Business Services | $61.99 | +27.68% | 1.39M | $91.87M | 3.04% 0.01ppt | 0.27% | 10 Quarters | Q3 2025 | |
8  GM | Motor Vehicle Bodies | $43.23 | -3.33% | 1.49M | $90.69M | 3.00% 0.42ppt | 0.15% | 15 Quarters | Q3 2025 | |
9  HOLX | X-Ray Apparatus | $70.67 | -3.26% | 1.34M | $90.28M | 2.98% -0.09ppt | 0.60% | 15 Quarters | Q3 2025 | |
10  BRK.B | Casualty Insurance | $342.51 | +52.74% | 179.23K | $90.11M | 2.98% 1.04ppt | 0.01% | 39 Quarters | Q3 2025 | |
11  ZBH | OrthopedicSupplies | $103.85 | -3.34% | 896.28K | $88.28M | 2.92% 0.04ppt | 0.45% | 4 Quarters | Q3 2025 | |
12 ACI | Retail-Grocery Stores | $20.00 | +60.91% | 4.90M | $85.84M | 2.84% 0.60ppt | 0.86% | 2 Quarters | Q3 2025 | |
13  CSX | Railroad Operations | $31.35 | -22.22% | 2.42M | $85.82M | 2.84% -0.62ppt | 0.13% | 4 Quarters | Q3 2025 | |
14  WTW | Insurance Agents & Brokers | $250.59 | -3.72% | 247.55K | $85.52M | 2.83% 0.14ppt | 0.25% | 8 Quarters | Q3 2025 | |
15  MHK | Carpets & Rugs | $112.15 | -3.35% | 661.17K | $85.24M | 2.82% 0.37ppt | 1.06% | 3 Quarters | Q3 2025 | |
16  WBD | Cable & Pay TV Services | $11.46 | -49.21% | 4.34M | $84.78M | 2.80% -0.54ppt | 0.18% | 2 Quarters | Q3 2025 | |
17 EQT | Crude Oil & Gas | $57.38 | +31.84% | 1.53M | $83.10M | 2.75% 0.44ppt | 0.25% | 2 Quarters | Q3 2025 | |
18  HII | Ship & Boat Building | $241.46 | -13.42% | 287.03K | $82.64M | 2.73% 0.00ppt | 0.73% | 2 Quarters | Q3 2025 | |
19 DIS | Misc. Amusement & Recreation | $98.92 | +8.35% | 715.03K | $81.87M | 2.71% -0.08ppt | 0.04% | 6 Quarters | Q3 2025 | |
20 AMAT | Semiconductors | $184.95 | +9.53% | 399.24K | $81.74M | 2.70% 0.43ppt | 0.05% | 2 Quarters | Q3 2025 |
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