What Harry Burn Bought in Q3 2025
Sound Shore Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$3.03B
Total Value
38
Holdings
5
New Buys
18
Reduced
In Q3 2025, Harry Burn reported 38 long equity positions worth $3.03B in their Sound Shore Management 13F filing, including 5 new positions (largest: QUALCOMM Incorporated at $94.6M) and 15 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical Indust | 5647449 | $114.1M | 3.77% | -3.4% |
| 2 | C | Citigroup Inc. | 988934 | $100.4M | 3.32% | +-29.6% |
| 3 | CTRA | Coterra Energy, Inc. | 4241760 | $100.3M | 3.32% | -3.3% |
| 4 | COF | Capital One Financial | 457286 | $97.2M | 3.21% | -14.2% |
| 5 | BAC | Bank of America Corporatio | 1879690 | $97.0M | 3.21% | -10.5% |
| 6 | QCOM | QUALCOMM Incorporated | 568454 | $94.6M | 3.13% | NEW |
| 7 | FIS | Fidelity National Informat | 1393298 | $91.9M | 3.04% | +27.7% |
| 8 | GM | General Motors Company | 1487512 | $90.7M | 3.00% | -3.3% |
| 9 | HOLX | Hologic, Inc. | 1337653 | $90.3M | 2.98% | -3.3% |
| 10 | BRK.B | Berkshire Hathaway Inc. Class B | 179234 | $90.1M | 2.98% | +52.7% |
| 11 | ZBH | Zimmer Biomet Holdings, In | 896284 | $88.3M | 2.92% | -3.3% |
| 12 | ACI | Albertsons Companies, Inc. | 4902179 | $85.8M | 2.84% | +60.9% |
| 13 | CSX | CSX Corporation | 2416667 | $85.8M | 2.84% | -22.2% |
| 14 | WTW | Willis Towers Watson PLC | 247551 | $85.5M | 2.83% | -3.7% |
| 15 | MHK | Mohawk Industries, Inc. | 661166 | $85.2M | 2.82% | -3.3% |
| 16 | WBD | Warner Bros. Discovery, In | 4340858 | $84.8M | 2.80% | -49.2% |
| 17 | EQT | EQT Corporation | 1526821 | $83.1M | 2.75% | +31.8% |
| 18 | HII | Huntington Ingalls Industr | 287030 | $82.6M | 2.73% | -13.4% |
| 19 | DIS | The Walt Disney Company | 715025 | $81.9M | 2.71% | +8.4% |
| 20 | AMAT | Applied Materials, Inc. | 399239 | $81.7M | 2.70% | +9.5% |
| 21 | PRGO | Perrigo Company PLC | 3650998 | $81.3M | 2.69% | +11.1% |
| 22 | LUV | Southwest Airlines Co. | 2537637 | $81.0M | 2.68% | -11.1% |
| 23 | GOOGL | Alphabet Inc. Cl A | 324214 | $78.8M | 2.60% | -25.4% |
| 24 | WFC | Wells Fargo & Company | 925667 | $77.6M | 2.56% | +-14.2% |
| 25 | AES | The AES Corporation | 5895812 | $77.6M | 2.56% | -26.9% |
| 26 | KMI | Kinder Morgan, Inc. | 2670908 | $75.6M | 2.50% | +1.1% |
| 27 | GEHC | GE HealthCare Technologies | 980756 | $73.7M | 2.43% | +14.6% |
| 28 | CHKP | Check Point Software | 353313 | $73.1M | 2.42% | NEW |
| 29 | MRVL | Marvell Technology, Inc. | 860774 | $72.4M | 2.39% | NEW |
| 30 | INCY | Incyte Corporation | 849856 | $72.1M | 2.38% | +-25.5% |
| 31 | INPAP | International Paper Compan | 1551437 | $72.0M | 2.38% | +5.0% |
| 32 | PYPL | PayPal Holdings, Inc. | 1069187 | $71.7M | 2.37% | -22.9% |
| 33 | PEG | Public Service Enterprise | 817347 | $68.2M | 2.25% | +-20.3% |
| 34 | FLEX | Flex Ltd. | 1171628 | $67.9M | 2.24% | -33.8% |
| 35 | REGN | Regeneron Pharmaceuticals, | 115028 | $64.7M | 2.14% | NEW |
| 36 | KD | Kyndryl Holdings, Inc. | 2035069 | $61.1M | 2.02% | NEW |
| 37 | B | Barrick Mining Corporation | 1164080 | $38.1M | 1.26% | -62.2% |
| 38 | NEM | Newmont Corporation | 88665 | $7.5M | 0.25% | +-66.1% |