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Harry Burn - Sound Shore Holdings – 2025 Q3

Explore the latest portfolio disclosure for Harry Burn - Sound Shore, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Harry Burn - Sound Shore maintains its largest exposure in Health Care, which represents approximately 19.29% of the portfolio. This sector forms the core of Harry Burn - Sound Shore's investment stance during this reporting period.

Additional major allocations include Finance (about 18.08%) and Technology (approximately 17.48%), reflecting how Harry Burn - Sound Shore diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Harry Burn - Sound Shore's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Health Care
19.3%
Finance
18.1%
Technology
17.5%
Consumer Discretionary
11.0%
Industrials
10.9%
Utilities
7.3%
Energy
6.1%
Basic Materials
3.9%
Real Estate
3.0%
Consumer Staples
2.8%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
TEVA 5,647,449 $20.2 Reduced -3.40% 3.76% $114.08M 2025 Q3
C 988,934 $101.5 Reduced -29.61% 3.31% $100.38M 2025 Q3
CTRA 4,241,760 $23.65 Reduced -3.34% 3.31% $100.32M 2025 Q3
COF 457,286 $212.58 Reduced -14.20% 3.21% $97.21M 2025 Q3
BAC 1,879,690 $51.59 Reduced -10.49% 3.20% $96.97M 2025 Q3
QCOM 568,454 $166.36 Buy 100.00% 3.12% $94.57M 2025 Q3
FIS 1,393,298 $65.94 Increased 27.68% 3.03% $91.87M 2025 Q3
GM 1,487,512 $60.97 Reduced -3.33% 2.99% $90.69M 2025 Q3
HOLX 1,337,653 $67.49 Reduced -3.26% 2.98% $90.28M 2025 Q3
BRK.B 179,234 $502.74 Increased 52.74% 2.97% $90.11M 2025 Q3
ZBH 896,284 $98.5 Reduced -3.34% 2.91% $88.28M 2025 Q3
ACI 4,902,179 $17.51 Increased 60.91% 2.83% $85.84M 2025 Q3
CSX 2,416,667 $35.51 Reduced -22.22% 2.83% $85.82M 2025 Q3
WTW 247,551 $345.45 Reduced -3.72% 2.82% $85.52M 2025 Q3
MHK 661,166 $128.92 Reduced -3.35% 2.81% $85.24M 2025 Q3
WBD 4,340,858 $19.53 Reduced -49.21% 2.80% $84.78M 2025 Q3
EQT 1,526,821 $54.43 Increased 31.84% 2.74% $83.1M 2025 Q3
HII 287,030 $287.91 Reduced -13.42% 2.73% $82.64M 2025 Q3
DIS 715,025 $114.5 Increased 8.35% 2.70% $81.87M 2025 Q3
AMAT 399,239 $204.74 Increased 9.53% 2.70% $81.74M 2025 Q3
PRGO 3,650,998 $22.27 Increased 11.05% 2.68% $81.31M 2025 Q3
LUV 2,537,637 $31.91 Reduced -11.08% 2.67% $80.98M 2025 Q3
GOOGL 324,214 $243.1 Reduced -25.41% 2.60% $78.82M 2025 Q3
WFC 925,667 $83.82 Reduced -14.22% 2.56% $77.59M 2025 Q3
AES 5,895,812 $13.16 Reduced -26.92% 2.56% $77.59M 2025 Q3
KMI 2,670,908 $28.31 Increased 1.13% 2.50% $75.61M 2025 Q3
GEHC 980,756 $75.1 Increased 14.62% 2.43% $73.65M 2025 Q3
CHKP 353,313 $206.91 Buy 100.00% 2.41% $73.1M 2025 Q3
MRVL 860,774 $84.07 Buy 100.00% 2.39% $72.37M 2025 Q3
INCY 849,856 $84.81 Reduced -25.45% 2.38% $72.08M 2025 Q3
IP 1,551,437 $46.4 Increased 4.98% 2.38% $71.99M 2025 Q3
PYPL 1,069,187 $67.06 Reduced -22.89% 2.37% $71.7M 2025 Q3
PEG 817,347 $83.46 Reduced -20.30% 2.25% $68.22M 2025 Q3
FLEX 1,171,628 $57.97 Reduced -33.83% 2.24% $67.92M 2025 Q3
REGN 115,028 $562.27 Buy 100.00% 2.13% $64.68M 2025 Q3
KD 2,035,069 $30.03 Buy 100.00% 2.02% $61.11M 2025 Q3
B 1,164,080 $32.77 Reduced -62.21% 1.26% $38.15M 2025 Q3
NEM 88,665 $84.31 Reduced -66.15% 0.25% $7.48M 2025 Q3
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