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
Holding/activity history for  Lam Research (LRCX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 2.46 SEC
2023   Q1 123,375 2.46 Add 30.47% 0.57 $530.12 $65,403,555 SEC
2022   Q4 94,560 1.49 Buy 1.49 $420.30 $39,743,569 SEC
2020   Q4 0 0.00 Sell 100.00% 1.87 SEC
2020   Q3 180,179 1.87 Reduce 37.92% 1.10 $331.75 $59,774,000 SEC
2020   Q2 290,217 2.89 Add 41.73% 0.85 $323.46 $93,874,000 SEC
2020   Q1 204,771 1.71 Buy 1.71 $240.00 $49,145,000 SEC