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
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| 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 |