What Harry Burn Bought in Q2 2025
Sound Shore Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$2.93B
Total Value
36
Holdings
9
New Buys
14
Reduced
In Q2 2025, Harry Burn reported 36 long equity positions worth $2.93B in their Sound Shore Management 13F filing, including 9 new positions (largest: Bank of America Corporation at $99.4M) and 13 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc. | 1405016 | $119.6M | 4.08% | +3.5% |
| 2 | COF | Capital One Financial | 532945 | $113.4M | 3.86% | -11.2% |
| 3 | CTRA | Coterra Energy, Inc. | 4388365 | $111.4M | 3.80% | +11.8% |
| 4 | PYPL | PayPal Holdings, Inc. | 1386566 | $103.0M | 3.51% | +11.8% |
| 5 | CSX | CSX Corporation | 3106993 | $101.4M | 3.46% | -0.1% |
| 6 | BAC | Bank of America Corporation | 2100071 | $99.4M | 3.39% | NEW |
| 7 | TEVA | Teva Pharmaceutical Industries | 5846512 | $98.0M | 3.34% | +7.2% |
| 8 | WBD | Warner Bros. Discovery, Inc. | 8547238 | $98.0M | 3.34% | NEW |
| 9 | LUV | Southwest Airlines Co. | 2853951 | $92.6M | 3.16% | -0.1% |
| 10 | HOLX | Hologic, Inc. | 1382690 | $90.1M | 3.07% | -0.1% |
| 11 | FIS | Fidelity National Information Services | 1091275 | $88.8M | 3.03% | -16.1% |
| 12 | FLEX | Flex Ltd. | 1770524 | $88.4M | 3.01% | +2.3% |
| 13 | PRGO | Perrigo Company PLC | 3287671 | $87.8M | 2.99% | +0.1% |
| 14 | WFC | Wells Fargo & Company | 1079136 | $86.5M | 2.95% | -13.6% |
| 15 | PEG | Public Service Enterprise Group | 1025471 | $86.3M | 2.94% | 32.6% |
| 16 | BAX | Baxter International Inc. | 2821514 | $85.4M | 2.91% | -0.2% |
| 17 | AES | The AES Corporation | 8067687 | $84.9M | 2.89% | +32.3% |
| 18 | ZBH | Zimmer Biomet Holdings, Inc. | 927258 | $84.6M | 2.88% | +16.1% |
| 19 | DIS | The Walt Disney Company | 659906 | $81.8M | 2.79% | -29.2% |
| 20 | HII | Huntington Ingalls Industries | 331511 | $80.0M | 2.73% | NEW |
| 21 | WTW | Willis Towers Watson PLC | 257128 | $78.8M | 2.69% | +11.5% |
| 22 | KMI | Kinder Morgan, Inc. | 2640982 | $77.6M | 2.65% | +10.2% |
| 23 | INCY | Incyte Corporation | 1140057 | $77.6M | 2.65% | -23.7% |
| 24 | GOOGL | Alphabet Inc. Cl A | 434674 | $76.6M | 2.61% | NEW |
| 25 | GM | General Motors Company | 1538799 | $75.7M | 2.58% | 57.7% |
| 26 | MHK | Mohawk Industries, Inc. | 684077 | $71.7M | 2.44% | +27.7% |
| 27 | INPAP | International Paper Company | 1477858 | $69.2M | 2.36% | NEW |
| 28 | EQT | EQT Corporation | 1158073 | $67.5M | 2.30% | NEW |
| 29 | AMAT | Applied Materials, Inc. | 364517 | $66.7M | 2.27% | NEW |
| 30 | ACI | Albertsons Companies, Inc. | 3046497 | $65.5M | 2.23% | NEW |
| 31 | B | Barrick Mining Corporation | 3080752 | $64.1M | 2.19% | NEW |
| 32 | KR | The Kroger Co. | 888544 | $63.7M | 2.17% | +-25.8% |
| 33 | GEHC | GE HealthCare Technologies | 855694 | $63.4M | 2.16% | +9.5% |
| 34 | MTCH | Match Group, Inc. | 2012336 | $62.2M | 2.12% | -0.1% |
| 35 | BRK.B | Berkshire Hathaway Inc. Class B | 117348 | $57.0M | 1.94% | -17.4% |
| 36 | NEM | Newmont Corporation | 261910 | $15.3M | 0.52% | -9.1% |