Harry Burn - Sound Shore – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Harry Burn - Sound Shore during the 2025 Q4 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 |
|---|---|---|---|---|---|---|---|
| REGN | 175,887 | $771.87 | Increased | 52.91% | 4.32% | $135.76M | 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 |
| 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 |
| INCY | 929,832 | $98.77 | Increased | 9.41% | 2.92% | $91.84M | 2025 Q4 |
| MRVL | 1,014,709 | $84.98 | Increased | 17.88% | 2.75% | $86.23M | 2025 Q4 |
| GEHC | 1,017,888 | $82.02 | Increased | 3.79% | 2.66% | $83.49M | 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 |
| QXO | 4,002,028 | $19.29 | Buy | 100.00% | 2.46% | $77.2M | 2025 Q4 |
| BP | 1,954,785 | $34.73 | Buy | 100.00% | 2.16% | $67.89M | 2025 Q4 |
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