Harry Burn - Sound Shore Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Reported
Price*
Value Current
Price
+/-
Reported
Price
52
Week
Low
52
Week
High
TEVA - Teva Pharmaceutical Industries Ltd. 3.92 Reduce 9.84% 3,885,683 $30.12 $117,036,772 $34.19 13.51% $14.99 $37.35
REGN - Regeneron Pharmaceuticals 3.91 Reduce 14.17% 150,960 $772.64 $116,637,734 $635.45 -17.76% $476.49 $821.11
MRVL - Marvell Technology Inc. 3.81 Add 13.19% 1,148,590 $99.05 $113,767,840 $263.47 166.00% $61.44 $324.20
BAC - Bank of America Corp. 3.37 Add 30.91% 2,065,582 $48.75 $100,697,123 $53.83 10.42% $43.66 $57.55
BRK.B - Berkshire Hathaway CL B 3.20 Reduce 5.10% 199,485 $479.20 $95,593,212
ZBH - Zimmer Biomet Holdings 3.19 Add 23.68% 1,052,202 $90.42 $95,140,105 $87.33 -3.42% $79.12 $108.29
DIS - Walt Disney Co. 3.13 Add 1.22% 970,436 $96.38 $93,530,622 $99.71 3.46% $92.19 $124.69
C - Citigroup Inc. 2.94 Reduce 1.95% 773,599 $113.41 $87,733,863 $132.47 16.81% $75.66 $135.83
GEHC - GE HealthCare Technologies Inc. 2.85 Add 17.18% 1,192,741 $71.18 $84,899,304 $64.67 -9.15% $58.75 $89.77
CSX - CSX Corp. 2.75 Reduce 16.64% 2,002,159 $41.05 $82,188,627 $46.99 14.47% $31.64 $47.21
NXPI - NXP Semiconductors NV 2.71 Buy 410,653 $196.86 $80,841,150 $295.96 50.34% $183.00 $339.95
PFE - Pfizer Inc. 2.70 Buy 2,870,421 $28.08 $80,601,422 $26.04 -7.26% $23.08 $28.75
PEG - Public Serv. Enterprise Inc. 2.67 Reduce 27.70% 984,658 $80.95 $79,708,065 $79.48 -1.82% $76.05 $91.26
AMZN - Amazon.com Inc. 2.64 Buy 378,875 $208.27 $78,908,296 $246.03 18.13% $196.00 $278.56
EQT - EQT Corp. 2.64 Reduce 18.58% 1,235,565 $63.64 $78,631,357 $53.75 -15.54% $48.47 $68.24
BP - BP plc 2.63 Reduce 14.48% 1,671,683 $47.00 $78,569,101 $42.97 -8.57% $29.00 $48.27
GM - General Motors 2.59 Reduce 2.72% 1,037,362 $74.50 $77,283,469 $82.11 10.21% $46.82 $87.62
QXO - Qxo Inc 2.56 Reduce 1.80% 3,929,810 $19.42 $76,316,910 $15.76 -18.85% $15.45 $27.61
LUV - Southwest Airlines 2.52 Reduce 20.58% 2,001,977 $37.57 $75,214,276 $41.54 10.57% $28.98 $55.11
CTRA - Coterra Energy Inc. 2.51 Reduce 34.88% 2,128,868 $35.14 $74,808,422 $32.56 -7.34% $22.33 $36.88
CHKP - Check Point Software Technologies Ltd. 2.48 Add 22.13% 518,529 $142.85 $74,071,868 $135.82 -4.92% $112.23 $233.78
GOOGL - Alphabet Inc. 2.46 Reduce 26.90% 255,671 $287.56 $73,520,753 $368.53 28.16% $162.00 $408.61
INCY - Incyte Corp. 2.42 Reduce 17.42% 767,829 $94.12 $72,268,065 $102.38 8.78% $66.74 $112.29
VST - Vistra Corp. 2.42 Buy 479,762 $150.33 $72,122,621 $148.76 -1.04% $132.66 $219.82
WFC - Wells Fargo 2.41 Reduce 1.92% 902,430 $79.61 $71,842,452 $81.94 2.93% $71.93 $97.76
UPS - United Parcel Service 2.40 Buy 728,066 $98.38 $71,627,133 $108.54 10.33% $82.00 $122.41
MDT - Medtronic plc 2.40 Buy 825,239 $86.65 $71,506,959 $81.67 -5.75% $73.31 $106.33
BA - Boeing Co. 2.37 Buy 355,009 $199.03 $70,657,441 $215.45 8.25% $176.77 $254.35
ACI - Albertsons Co Inc. 2.36 Reduce 8.80% 4,134,360 $17.04 $70,449,494 $16.36 -3.99% $15.36 $22.78
ICLR - ICON plc 2.32 Buy 626,958 $110.66 $69,379,172 $149.45 35.05% $66.57 $211.00
KMI - Kinder Morgan 2.15 Reduce 43.55% 1,914,405 $33.53 $64,190,000 $31.68 -5.52% $25.60 $34.81
OC - Owens Corning 2.15 Buy 592,330 $108.22 $64,101,953 $119.20 10.15% $97.53 $159.42
OMC - Omnicom Group 2.13 Buy 842,962 $75.31 $63,483,468 $75.31 0.00% $66.33 $87.17
MHK - Mohawk Industries 2.12 Reduce 1.22% 642,537 $98.46 $63,264,193 $102.86 4.47% $92.99 $143.13
FLEX - Flex Ltd. 2.03 Reduce 9.18% 924,882 $65.46 $60,542,776 $151.92 132.08% $42.31 $166.86
SW - Smurfit Westrock Plc 2.02 Buy 1,509,136 $39.85 $60,139,070 $41.28 3.59% $32.73 $52.65
QCOM - QUALCOMM Inc. 1.83 Reduce 27.88% 424,796 $128.78 $54,705,229 $215.94 67.68% $121.99 $259.92
KD - Kyndryl Holdings Inc 1.82 Add 39.46% 4,147,984 $13.12 $54,421,550 $11.62 -11.43% $10.10 $44.20
PKG - Packaging Corp. of America 0.39 Buy 54,750 $212.22 $11,619,045 $222.82 4.99% $184.76 $249.51
CVX - Chevron Corp. 0.07 Buy 9,855 $206.90 $2,039,000 $187.31 -9.47% $136.70 $214.71
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
Healthcare 23.71
Industrials 14.75
Technology 14.69
Energy 9.99
Consumer Cyclical 9.76
Financial Services 8.72
Communication Services 7.73
Utilities 5.09
Unknown 3.20
Consumer Defensive 2.36