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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

Technology
17.9%
Healthcare
16.6%
Financial Services
13.6%
Industrials
10.8%
Energy
10.5%
Unclassified Sector
7.0%
Utilities
6.6%
Consumer Cyclical
5.0%
Communication Services
4.4%
Unknown
3.4%
Consumer Defensive
2.5%
Basic Materials
1.9%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
ACI 4,533,158 $17.17 Reduced -7.53% 2.48% $77.83M 2025 Q4
QXO 4,002,028 $19.29 Buy 100.00% 2.46% $77.2M 2025 Q4
ZBH 850,757 $89.92 Reduced -5.08% 2.44% $76.5M 2025 Q4
WTW 226,119 $328.6 Reduced -8.66% 2.37% $74.3M 2025 Q4
AMAT 280,589 $256.99 Reduced -29.72% 2.30% $72.11M 2025 Q4
MHK 650,447 $109.3 Reduced -1.62% 2.26% $71.09M 2025 Q4
HII 204,283 $340.07 Reduced -28.83% 2.21% $69.47M 2025 Q4
BP 1,954,785 $34.73 Buy 100.00% 2.16% $67.89M 2025 Q4
FLEX 1,018,314 $60.42 Reduced -13.09% 1.96% $61.53M 2025 Q4
B 1,155,678 $43.55 Reduced -0.72% 1.60% $50.33M 2025 Q4
WBD 990,615 $28.82 Reduced -77.18% 0.91% $28.55M 2025 Q4
NEM 88,665 $99.85 No Change No Change 0.28% $8.85M 2025 Q4
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