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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 Financial Services, which represents approximately 17.47% of the portfolio. This sector forms the core of Harry Burn - Sound Shore's investment stance during this reporting period.

Additional major allocations include Healthcare (about 16.60%) and Technology (approximately 13.84%) , 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

Financial Services
17.5%
Healthcare
16.6%
Technology
13.8%
Unclassified Sector
9.4%
Energy
8.5%
Industrials
8.2%
Consumer Cyclical
8.2%
Communication Services
5.5%
Utilities
4.8%
Unknown
3.0%
Consumer Defensive
2.8%
Basic Materials
1.5%
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
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