Harry Burn - Sound Shore Holdings – 2025 Q4
Explore the latest portfolio disclosure for Harry Burn - Sound Shore, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.
The latest 2025 Q4 filing shows that Harry Burn - Sound Shore maintains its largest exposure in Technology, which represents approximately 17.86% 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 16.63%) and Financial Services (approximately 13.62%) , 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 Q4 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| REGN | 175,887 | $771.87 | Increased | 52.91% | 4.32% | $135.76M | 2025 Q4 |
| TEVA | 4,309,906 | $31.21 | Reduced | -23.68% | 4.28% | $134.51M | 2025 Q4 |
| GOOGL | 349,734 | $313 | Increased | 7.87% | 3.49% | $109.47M | 2025 Q4 |
| PEG | 1,361,981 | $80.3 | Increased | 66.63% | 3.48% | $109.37M | 2025 Q4 |
| DIS | 958,711 | $113.77 | Increased | 34.08% | 3.47% | $109.07M | 2025 Q4 |
| BRK.B | 210,204 | $502.65 | Increased | 17.28% | 3.36% | $105.66M | 2025 Q4 |
| LUV | 2,520,697 | $41.33 | Reduced | -0.67% | 3.32% | $104.18M | 2025 Q4 |
| QCOM | 588,996 | $171.05 | Increased | 3.61% | 3.21% | $100.75M | 2025 Q4 |
| CRM | 378,539 | $264.91 | Buy | 100.00% | 3.19% | $100.28M | 2025 Q4 |
| AES | 6,898,342 | $14.34 | Increased | 17.00% | 3.15% | $98.92M | 2025 Q4 |
| KMI | 3,391,203 | $27.49 | Increased | 26.97% | 2.97% | $93.22M | 2025 Q4 |
| C | 788,969 | $116.69 | Reduced | -20.22% | 2.93% | $92.06M | 2025 Q4 |
| FIS | 1,384,040 | $66.46 | Reduced | -0.66% | 2.93% | $91.98M | 2025 Q4 |
| INCY | 929,832 | $98.77 | Increased | 9.41% | 2.92% | $91.84M | 2025 Q4 |
| COF | 365,756 | $242.36 | Reduced | -20.02% | 2.82% | $88.64M | 2025 Q4 |
| CSX | 2,401,874 | $36.25 | Reduced | -0.61% | 2.77% | $87.07M | 2025 Q4 |
| BAC | 1,577,921 | $55 | Reduced | -16.05% | 2.76% | $86.79M | 2025 Q4 |
| GM | 1,066,395 | $81.32 | Reduced | -28.31% | 2.76% | $86.72M | 2025 Q4 |
| MRVL | 1,014,709 | $84.98 | Increased | 17.88% | 2.75% | $86.23M | 2025 Q4 |
| CTRA | 3,269,386 | $26.32 | Reduced | -22.92% | 2.74% | $86.05M | 2025 Q4 |
| WFC | 920,055 | $93.2 | Reduced | -0.61% | 2.73% | $85.75M | 2025 Q4 |
| GEHC | 1,017,888 | $82.02 | Increased | 3.79% | 2.66% | $83.49M | 2025 Q4 |
| EQT | 1,517,587 | $53.6 | Reduced | -0.60% | 2.59% | $81.34M | 2025 Q4 |
| KD | 2,974,223 | $26.56 | Increased | 46.15% | 2.52% | $79M | 2025 Q4 |
| CHKP | 424,584 | $185.56 | Increased | 20.17% | 2.51% | $78.79M | 2025 Q4 |