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Harry Burn - Sound Shore – Largest Buy Additions (2025 Q3)

A detailed view of the stocks most significantly increased by Harry Burn - Sound Shore during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
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
BRK.B 179,234 $502.74 Increased 52.74% 2.97% $90.11M 2025 Q3
ACI 4,902,179 $17.51 Increased 60.91% 2.83% $85.84M 2025 Q3
EQT 1,526,821 $54.43 Increased 31.84% 2.74% $83.1M 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
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
IP 1,551,437 $46.4 Increased 4.98% 2.38% $71.99M 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
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